{"id":2914,"date":"2026-09-04T10:05:57","date_gmt":"2026-09-04T10:05:57","guid":{"rendered":"https:\/\/viaspaces.com\/Documentation\/external_gateway_gutenberg\/"},"modified":"2026-09-04T10:06:32","modified_gmt":"2026-09-04T10:06:32","password":"","slug":"external_gateway","status":"publish","type":"docs","link":"https:\/\/viaspaces.com\/sk\/Documentation\/external_gateway\/","title":{"rendered":"External Gateway"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><em>Let partners without a ViaSpaces account review, approve, and sign documents.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">External Gateway is a secure web link, sent by email, that lets a business partner with no ViaSpaces user profile receive, review, and act on a document \u2014 no registration required.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Who it&#8217;s for<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">External Gateway applies to an external business partner: a partner marked (External) that has no ViaSpaces account of their own. Send to them the same way you&#8217;d send to any other partner \u2014 create the document, set the approval settings, and send. Before it goes out, a Document Summary lets you double-check the subtype, value, approvers, and attachments, with a link to a PDF Preview.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Security for a given external partner \u2014 PIN or password mode, notifications \u2014 is configured on that partner&#8217;s <strong>External Gateway Settings<\/strong> tab.<\/p>\n\n\n\n<div class=\"wp-block-group has-background is-layout-constrained wp-container-core-group-is-layout-419f37dd wp-block-group-is-layout-constrained\" style=\"border-radius:6px;border-left-color:#b8860b;border-left-style:solid;border-left-width:4px;background-color:#fff7e0;padding-top:16px;padding-right:20px;padding-bottom:16px;padding-left:20px\">\n<p class=\"wp-block-paragraph\"><p style=\"color:#b8860b\"><strong>\u26a0\ufe0f Needs verification<\/strong><\/p><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The exact step where External Gateway delivery is selected in the Document Editor, relative to the confirmed Document Delivery options (ViaSpaces.com \/ In Person Signing \/ Offline), isn&#8217;t confirmed yet.<\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">What the recipient sees<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The recipient opens the emailed link. On first access, an <strong>E-Document Access Agreement<\/strong> asks them to agree to receive and process documents electronically. From there, the document opens with its Subtype, the sender&#8217;s company details, any attachments, and <strong>Reject \/ Approve<\/strong> buttons at the top.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">PIN or password access<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If the sender turned on <strong>Use PIN \/ Password<\/strong> for that partner, the recipient needs a code before opening the document:<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><thead><tr><th>Mode<\/th><th>How it works<\/th><\/tr><\/thead><tbody><tr><td>Request PIN\/Password<\/td><td>The recipient requests a one-time code by email, then enters it to unlock the document.<\/td><\/tr><tr><td>Custom PIN\/Password<\/td><td>The sender set a fixed code; the recipient enters it directly, or requests it by email instead.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Approving, rejecting, and signing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Approve or Reject records the recipient&#8217;s decision and updates the status on your side immediately. If the approval type is Signature, an <strong>Approve and Sign Your Document<\/strong> dialog opens with tabs to sign by writing, uploading, or typing.<\/p>\n\n\n\n<div class=\"wp-block-group has-background is-layout-constrained wp-container-core-group-is-layout-419f37dd wp-block-group-is-layout-constrained\" style=\"border-radius:6px;border-left-color:#17a2b8;border-left-style:solid;border-left-width:4px;background-color:#e7f5f8;padding-top:16px;padding-right:20px;padding-bottom:16px;padding-left:20px\">\n<p class=\"wp-block-paragraph\"><p style=\"color:#17a2b8\"><strong>\u2139\ufe0f Good to know<\/strong><\/p><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the recipient doesn&#8217;t yet have a ViaSpaces account, a <strong>Register for Free<\/strong> prompt can appear after they act, offering to create one linked to your partner connection.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Let partners without a ViaSpaces account review, approve, and sign documents. External Gateway is a secure web link, sent by email, that lets a business partner with no ViaSpaces user profile receive, review, and act on a document \u2014 no registration required. Who it&#8217;s for External Gateway applies to an external business partner: a partner [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"iawp_total_views":0,"footnotes":""},"doc_category":[59],"glossaries":[],"doc_tag":[],"class_list":["post-2914","docs","type-docs","status-publish","hentry","doc_category-documentation"],"year_month":"2026-09","word_count":342,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Veronika Nedecka","author_nicename":"veronika-nedecka","author_url":"https:\/\/viaspaces.com\/sk\/author\/veronika-nedecka\/"},"doc_category_info":[{"term_name":"Documentation","term_url":"https:\/\/viaspaces.com\/sk\/docs-category\/documentation\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs\/2914","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/comments?post=2914"}],"version-history":[{"count":1,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs\/2914\/revisions"}],"predecessor-version":[{"id":2915,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs\/2914\/revisions\/2915"}],"wp:attachment":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/media?parent=2914"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/doc_category?post=2914"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/glossaries?post=2914"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/doc_tag?post=2914"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}