Flow
1
Request access
Send the company, contact and purpose. The same company plus email while pending is idempotent.Response (
202, or 200 with idempotency_hit: true on replay):2
List available document metadata
Metadata is public; document bytes are not.Response (
200):3
Review and sign from the email
Open the personal link. The page is public and no CBPay session is needed. Submit the signer identity, company registration, address and Response (
accept: true. The response contains the raw download token once.200):4
Check status and download
Use the download Bearer token. Each PDF response includes Status response (
X-Checksum-Sha256 and Cache-Control: no-store; every delivery is audit-recorded.200):States and errors
See the error catalog for
counsel_pending, invalid_token, unknown_document, already_decided, accept_required, email_unavailable, entitlement_revoked and entitlement_expired.
FAQ
Is a CBPay account required?
Is a CBPay account required?
No. The contact uses the personal signing and download tokens from email.
Can I retry the request safely?
Can I retry the request safely?
Yes. Reusing the same company and contact email while pending returns the existing request and does not send a duplicate envelope.
What does email_sent mean?
What does email_sent mean?
true means delivery was handed to the configured email service; false means the request exists but delivery failed. Do not log or expose raw tokens.How long are downloads available?
How long are downloads available?
Five years after signing, unless compliance revokes the entitlement sooner.