Advanced users of Zomentum may need to download signed documents and their corresponding signing logs for archival, compliance, or operational purposes. This functionality is particularly useful for storing copies of signed documents on platforms like SharePoint or Google Drive. Additionally, automation can be achieved through no/low-code integrators such as Zapier, Power Automate, or Make, which can streamline the process of saving and organizing these documents.


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Use Cases for Downloading Signed Documents and Logs

  • Archival: Securely archive signed documents in corporate document management systems like SharePoint or company-specific repositories.
  • Compliance: Maintain copies of signed documents and logs for audit trails and compliance with industry regulations.
  • Operational Efficiency: Automate the storage of contractual documents in accessible, organized systems like Google Drive for easy access and management.


API Endpoint for Downloading Documents

Zomentum users can download the signed PDF of a document and, optionally, its signing log using the following API endpoint:

  • Endpoint:

    https://api.zomentum.com/v2/documents/download/{DocumentID}
    Replace {DocumentID} with the actual ID of the document you wish to download.


  • Query Parameters:
    • No query parameters: The API delivers a ZIP file containing both the signed document and the signing log.
    • toZip=false: Returns only the document as a PDF.
    • downloadSigningLog=true&toZip=falseReturns only the signing log as a PDF.


Step-by-Step Guide to Download Signed Documents and Logs

  1. Identify the Document ID: Determine the ID of the document you wish to download. This ID is available within the Zomentum platform in the URL while editing the document.

  2. Construct the API Request: Build your request URL by appending the appropriate query parameters based on your requirements. For example:

    • To download both the signed document and the signing log as a ZIP:
      https://api.zomentum.com/v2/documents/download/{DocumentID}
    • To download just the signed document as a PDF: 
      https://api.zomentum.com/v2/documents/download/{DocumentID}?toZip=false
    • To download only the signing log as a PDF:

      https://api.zomentum.com/v2/documents/download/{DocumentID}?downloadSigningLog=true&toZip=false
  3. Make the API Call: You can use tools like Postman or write scripts in programming languages like Python or JavaScript to make the API call. If you are using no/low-code platforms like Zapier, Power Automate, or Make, you can set up an automation that triggers this API call when certain conditions are met (e.g., a document is marked as signed in Zomentum).

  4. Handle the Response: The API will return the files as specified in your request. Ensure your application or script appropriately handles the file download and storage.

  5. Automate Storage: Set up automation workflows in Zapier, Power Automate, or Make to automatically store the downloaded files in your designated cloud storage solution, like SharePoint or Google Drive. This step is crucial for organizations looking to automate their document management processes and ensure all signed documents are archived according to organizational policies.


Conclusion

Downloading signed PDFs and signing logs via Zomentum’s API provides flexibility and enhances compliance and archival processes within organizations. By leveraging API endpoints effectively, businesses can automate the storage of crucial documents, ensuring they are easily accessible and securely stored. This capability is essential for maintaining organized records and supporting operational and compliance activities.


For further assistance or to explore more advanced integrations, consult the Zomentum API documentation or reach out to Zomentum support.