{"id":67865,"date":"2024-12-24T11:21:58","date_gmt":"2024-12-24T10:21:58","guid":{"rendered":"https:\/\/www.viafirma.com\/?post_type=ayuda&#038;p=67865"},"modified":"2026-06-10T08:28:06","modified_gmt":"2026-06-10T06:28:06","slug":"gestion-de-firmantes-guardados-desde-el-panel-de-usuario","status":"publish","type":"ayuda","link":"https:\/\/www.viafirma.com\/es\/documentacion\/gestion-de-firmantes-guardados-desde-el-panel-de-usuario\/","title":{"rendered":"Gesti\u00f3n de firmantes guardados desde el panel de usuario"},"content":{"rendered":"<p>\u00bfEnv\u00edas documentos a menudo a las mismas personas y en el mismo orden? La funcionalidad \u00abFlujos de Firma Guardados\u00bb te permite crear flujos de firmantes reutilizables ahorrar tiempo\u00a0 y minimizar errores.<\/p>\n<p>Una vez creado, podr\u00e1s usar tu flujo de firma tanto al enviar un documento desde la plataforma como de forma automatizada a trav\u00e9s de la API.<\/p>\n<h3>Gesti\u00f3n desde el Dashboard<\/h3>\n<p>Puedes administrar todos tus flujos de\u00a0 firmantes de manera visual desde la bandeja:<\/p>\n<p>1.En el men\u00fa lateral de tu panel, haz clic en \u00abFlujos de Firma Guardados\u00bb.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-67866 size-large\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/12\/flujos-e1759493801265-1024x355.png\" alt=\"Acceder a firmantes guardados desde el panel de usuario\" width=\"1024\" height=\"355\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/12\/flujos-e1759493801265-1024x355.png 1024w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/12\/flujos-e1759493801265-300x104.png 300w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/12\/flujos-e1759493801265-768x266.png 768w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/12\/flujos-e1759493801265.png 1494w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>2.Pulsa el bot\u00f3n \u00abCrear Nuevo Flujo\u00bb para empezar a configurar tu plantilla. A\u00f1ade los firmantes que necesites y establece el orden en que deben firmar.<\/p>\n<p>3. Gestiona tus flujos existentes: Al hacer clic sobre un flujo ya creado, se desplegar\u00e1 un men\u00fa con todas las opciones disponibles:<\/p>\n<ul>\n<li>Editar: Modifica los firmantes o su orden.<\/li>\n<li>Eliminar: Borra el flujo de forma permanente.<\/li>\n<li>Compartir con mi grupo: Permite que otros usuarios de tu organizaci\u00f3n puedan utilizar esta plantilla. \u00a1Ideal para estandarizar procesos en equipo!<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-61131 size-large\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-29-at-08-19-05-Nuevo-conjunto-de-firmantes-Viafirma-e1759493762313-1024x510.png\" alt=\"Editor flujo de firmantes\" width=\"1024\" height=\"510\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-29-at-08-19-05-Nuevo-conjunto-de-firmantes-Viafirma-e1759493762313-1024x510.png 1024w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-29-at-08-19-05-Nuevo-conjunto-de-firmantes-Viafirma-e1759493762313-300x149.png 300w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-29-at-08-19-05-Nuevo-conjunto-de-firmantes-Viafirma-e1759493762313-768x382.png 768w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-29-at-08-19-05-Nuevo-conjunto-de-firmantes-Viafirma-e1759493762313.png 1209w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3>Uso avanzado: Integraci\u00f3n v\u00eda API<\/h3>\n<p>Puedes lanzar solicitudes de firma utilizando tus flujos guardados directamente desde tus propias aplicaciones a trav\u00e9s de nuestra API.<\/p>\n<p>Para ello, sigue estos pasos:<\/p>\n<p>1.Para que un flujo sea accesible desde la API, primero debe estar compartido con tu grupo. Aseg\u00farate de marcar la opci\u00f3n <b>\u00abCompartir con mi grupo\u00bb<\/b> en el panel de gesti\u00f3n.<\/p>\n<p>2. Una vez compartido, cada flujo tendr\u00e1 un c\u00f3digo \u00fanico llamado <code>workflow_code<\/code>. Puedes encontrar este c\u00f3digo en la misma pantalla de gesti\u00f3n del flujo:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-94149 aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/12\/workflowcode-1-1024x411.jpg\" alt=\"Firmantes guardados - Workflow Code\" width=\"1024\" height=\"411\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/12\/workflowcode-1-1024x411.jpg 1024w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/12\/workflowcode-1-300x120.jpg 300w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/12\/workflowcode-1-768x308.jpg 768w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/12\/workflowcode-1.jpg 1161w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>3. En el cuerpo de tu solicitud JSON, en lugar de definir el array de firmantes (recipients), simplemente utiliza el workflow_code que has obtenido. Sustituyendo una estructura de firmantes completa por una sola l\u00ednea, simplificas tus integraciones.<\/p>\n<pre id=\"json-block\"><span class=\"cm\">\/\/ Solicitud de firma usando workflowCode<\/span>\r\n{\r\n  <span class=\"key\">\"groupCode\"<\/span>: <span class=\"str\">\"{{groupCode}}\"<\/span>,\r\n  <span class=\"key\">\"title\"<\/span>: <span class=\"str\">\"Prueba de firma haciendo uso de workflow\"<\/span>,\r\n  <span class=\"key\">\"description\"<\/span>: <span class=\"str\">\"Solicitud de un documento y dos firmantes\"<\/span>,\r\n  <span class=\"key\">\"workflowCode\"<\/span>: <span class=\"str\">\"bbcb9216-5cf4-4d7c-bd02-xxxxxxxxxxxx\"<\/span>,\r\n  <span class=\"key\">\"customization\"<\/span>: {\r\n    <span class=\"key\">\"requestMailSubject\"<\/span>: <span class=\"str\">\"Documento listo para firmar\"<\/span>,\r\n    <span class=\"key\">\"requestMailBody\"<\/span>: <span class=\"str\">\"Hola {{recipient.name}}.\\n\\nYa puedes revisar y firmar el contrato.\"<\/span>,\r\n    <span class=\"key\">\"requestSmsBody\"<\/span>: <span class=\"str\">\"En el siguiente link puedes revisar y firmar el documento\"<\/span>\r\n  },\r\n  <span class=\"key\">\"messages\"<\/span>: [\r\n    {\r\n      <span class=\"key\">\"document\"<\/span>: {\r\n        <span class=\"key\">\"templateReference\"<\/span>: <span class=\"str\">\"{{uploadToken}}\"<\/span>,\r\n        <span class=\"key\">\"templateType\"<\/span>: <span class=\"str\">\"uploaded\"<\/span>,\r\n        <span class=\"key\">\"autoFinalize\"<\/span>: <span class=\"kw\">true<\/span>\r\n      },\r\n      <span class=\"key\">\"policies\"<\/span>: [\r\n        {\r\n          <span class=\"key\">\"signatures\"<\/span>: [\r\n            {\r\n              <span class=\"key\">\"type\"<\/span>: <span class=\"str\">\"SERVER\"<\/span>,\r\n              <span class=\"key\">\"typeFormatSign\"<\/span>: <span class=\"str\">\"PADES_B\"<\/span>,\r\n              <span class=\"key\">\"stampers\"<\/span>: [\r\n                {\r\n                  <span class=\"key\">\"type\"<\/span>: <span class=\"str\">\"QR\"<\/span>,\r\n                  <span class=\"key\">\"width\"<\/span>: <span class=\"num\">300<\/span>,\r\n                  <span class=\"key\">\"height\"<\/span>: <span class=\"num\">38<\/span>,\r\n                  <span class=\"key\">\"xAxis\"<\/span>: <span class=\"num\">20<\/span>,\r\n                  <span class=\"key\">\"yAxis\"<\/span>: <span class=\"num\">700<\/span>,\r\n                  <span class=\"key\">\"page\"<\/span>: <span class=\"num\">1<\/span>\r\n                }\r\n              ],\r\n              <span class=\"key\">\"lastUpdated\"<\/span>: <span class=\"num\">0<\/span>\r\n            }\r\n          ],\r\n          <span class=\"key\">\"evidences\"<\/span>: [\r\n            {\r\n              <span class=\"key\">\"type\"<\/span>: <span class=\"str\">\"SIGNATURE\"<\/span>,\r\n              <span class=\"key\">\"recipientKey\"<\/span>: <span class=\"str\">\"signer1\"<\/span>,\r\n              <span class=\"key\">\"helpText\"<\/span>: <span class=\"str\">\"Firma manuscrita firmante1\"<\/span>,\r\n              <span class=\"key\">\"positions\"<\/span>: [\r\n                {\r\n                  <span class=\"key\">\"rectangle\"<\/span>: {\r\n                    <span class=\"key\">\"x\"<\/span>: <span class=\"num\">136<\/span>, <span class=\"key\">\"y\"<\/span>: <span class=\"num\">744<\/span>,\r\n                    <span class=\"key\">\"width\"<\/span>: <span class=\"num\">125<\/span>, <span class=\"key\">\"height\"<\/span>: <span class=\"num\">62<\/span>\r\n                  },\r\n                  <span class=\"key\">\"page\"<\/span>: <span class=\"num\">1<\/span>\r\n                }\r\n              ]\r\n            },\r\n            {\r\n              <span class=\"key\">\"type\"<\/span>: <span class=\"str\">\"SIGNATURE\"<\/span>,\r\n              <span class=\"key\">\"recipientKey\"<\/span>: <span class=\"str\">\"signer2\"<\/span>,\r\n              <span class=\"key\">\"helpText\"<\/span>: <span class=\"str\">\"Firma manuscrita firmante2\"<\/span>,\r\n              <span class=\"key\">\"positions\"<\/span>: [\r\n                {\r\n                  <span class=\"key\">\"rectangle\"<\/span>: {\r\n                    <span class=\"key\">\"x\"<\/span>: <span class=\"num\">482<\/span>, <span class=\"key\">\"y\"<\/span>: <span class=\"num\">54<\/span>,\r\n                    <span class=\"key\">\"width\"<\/span>: <span class=\"num\">125<\/span>, <span class=\"key\">\"height\"<\/span>: <span class=\"num\">62<\/span>\r\n                  },\r\n                  <span class=\"key\">\"page\"<\/span>: <span class=\"num\">1<\/span>\r\n                }\r\n              ]\r\n            }\r\n          ]\r\n        }\r\n      ]\r\n    }\r\n  ]\r\n}<\/pre>\n<p>Para una gu\u00eda detallada sobre la implementaci\u00f3n y ver m\u00e1s ejemplos, consulta nuestra <a href=\"https:\/\/doc.viafirma.com\/documents\/api\/latest\/es\/set_new.html\" target=\"_blank\" rel=\"noopener\"><b>Documentaci\u00f3n completa de la API<\/b><\/a>.<\/p>\n","protected":false},"template":"","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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