Universal API and Portal API integration documents can be made visible for “Dokobit by Signicat” Portal "Enterprise" plan users. This gives centralised access to company administrators to view and manage documents initiated via Universal API and Portal API integrations.
To request the feature enablement, please contact sales@dokobit.com
Accessing API documents
Once this feature is enabled, company administrators can access the documents from "Reports" -> "API documents".
Searching for documents
The list of documents will be displayed with names and signing statuses. Files can be filtered by status on the left-hand side menu. The "Search" field can be used to find documents by the keywords in the signing name (file content is not included).
Visibility and management permissions
Access and managmenet level of the API documents depends on the administrator's document visibility permissions.
| No visibility | Limited visibility | Full visibility | |
| API document visibility | |||
| See document content | ✓ | ||
| Share a document | ✓ | ||
| Rename a document | ✓ | ✓ | |
| Delete a document | ✓ | ✓ | |
| Enable/disable accountless setting | ✓ | ✓ | |
| Change deadline | ✓ | ✓ | |
| Change signature level | ✓ | ✓ | |
| Add comments | ✓ | ✓ | |
| Download document | ✓ |
Access can be controlled in the "User management" section of "Company settings" in the Dokobit Portal. More details can be found here: Document visibility permissions for company administrators.