Please see the following instructions and guides in order to configure and use the whatsapp notification channel successfully.

Preconditions

Defined templates for all the supported notification types on Meta profile.
Valid credentials for Namirial WhatsApp Gateway.
Valid FileHoster configuration in _globalXML
Enable WhatsApp feature flag in eSignAnyWhere (AllowWhatsAppNotification) and optionally allow WhatsApp for bulk if required by enabling (BulkEnvelopesWithWhatsAppNotifications).
- For more information about the feature flags please see /wiki/spaces/eSign/pages/91992775

Configuration

Global.xml

<notificationPlugin customPluginId="whatsapp" isDefault="0">
			<enabled values="0;1">1</enabled>
			<assembly>COMPLETE_PATH_TO_namirial.Plugin.Notification.WhatsApp.dll</assembly>
			<type>namirial.Plugin.Notification.WhatsApp.WhatsApp</type>
			<pluginConfiguration>
				<NetworkConfiguration>
					<NamirialWhatsappGatewayBaseUrl>LINK_TO_NAMIRIAL_WHATSAPP_GATEWAY</NamirialWhatsappGatewayBaseUrl>
				</NetworkConfiguration>
				<LocalizationsDirectory>DIRECTORY_PATH_OF_XLIFF_FILES</LocalizationsDirectory>
			</pluginConfiguration>
</notificationPlugin>

NamirialWhatsappGatewayBaseUrl

URL to the Namirial WhatsApp Gateway. Note: Please enter only the “base URL” without “api/services”

Organization Settings

Username

The username for the WhatsApp Gateway

Password

The password for the WhatsApp Gateway

API Token

The API token for the WhatsApp Gateway

Notification templates mapping JSON

The JSON for the template mapping between eSAW’s Notification Types and Meta’s Template Ids.

WhatsApp notification contents/templates must be defined in Meta-WhatsApp admin panel and cannot be defined or modified in eSignAnyWhere directly. The declared notification templates defined on Meta’s side must be mapped to the notification types sent by eSignAnyWhere.

Example of the mapping JSON

{
    "Templates": [{
            "NotificationType": "NOTIFICATION_TYPE_NAME",
            "WhatsAppTemplateId": "TEMPLATE_ID",
            "Params": []
        }, {
            "NotificationType": "NOTIFICATION_TYPE_NAME",
            "WhatsAppTemplateId": "TEMPLATE_ID",
            "Params": [
            "#PARAM1#"
            ]
        }, {
            "NotificationType": "NOTIFICATION_TYPE_NAME",
            "WhatsAppTemplateId": "TEMPLATE_ID",
            "Params": [
                "#PARAM1#",
                "#PARAM2#"
            ]
        }
    ]
}

NotificationType

Please find the available notification types for whatsapp channel in the table below:

Notification Type	Usage
Deleted Recipient	Notifies the recipient that the recipient has been removed from a signing task of an envelope
Disclaimer (Download Link)	Notifies the recipient and contains a link to download legally required information about issuance of the disposable certificate.
Envelope cancelled	Notifies the recipient about a cancelled envelope
Envelope deleted	Notifies the recipient about a deleted envelope
Envelope expired (recipient)	Notifies the recipient about an expired envelope
Envelope reset (parallel recipient)	Notifies the recipient who is currently working on an opened envelope, that the envelope was locked and the data reset by the envelope sender in a parallel scenario
Must view	Notifies the recipient about an envelope, which needs to be viewed
Ready for signing (parallel recipient)	Notifies the recipient that the previous signer has finished the envelope
Sign Reminder	The template is used only to define a prefix for the mail subject, when sending a reminder. The body of the "Remind" template will not be used, as the standard mail body from the "Sign", "Sign (with dynamic app links)", "Sign delegated envelope" is used to send reminders to the recipient.
Sign Delegation Reminder	The template is used only to define a prefix for the mail subject, when sending a reminder. The body of the "Remind" template will not be used, as the standard mail body from the "Sign", "Sign (with dynamic app links)", "Sign delegated envelope" is used to send reminders to the recipient.
Must View Reminder	The template is used only to define a prefix for the mail subject, when sending a reminder. The body of the "Remind" template will not be used, as the standard mail body from the "Sign", "Sign (with dynamic app links)", "Sign delegated envelope" is used to send reminders to the recipient.
Send copy of finished envelope to CC recipient	Notifies the CC recipient about finished envelope and includes download link
Send copy of finished envelope to CC recipient (non-registered)	Notifies the non-registered CC recipient about finished envelope and includes download link
Sign	Sent to the recipient to invite him to sign a document. Note that instead of Sign, the "Sign (with dynamic app links)" template is used as at least one of the envelope's API parameters Recipient.AddAndroidAppLink, Recipient.AddIosAppLink,Recipient.AddWindowsAppLink is true.
Sign delegated envelope	Notifies the recipient about delegation of an envelope for signing
Test notification	Test notification which notifies if the configuration for the notification channel is set up correctly

Limitations

Max character length for the header: 60

Max character length for the body: 1024

Max character length for the button label: 25

Max character length for the button link (base url): 2000

WhatsAppTemplateId

The Id of the template defined on Meta’s account to be used for a specific notification type.

Params

Ordered list of parameters to be replaced in the template’s body. Parameters should be added in the mapping JSON between two '#' marks similar to how they appear in eSignAnyWhere for other notification types. (e.g. #FirstName#).

How to format text

Format	Description	Example
Italic	To italicize your message, place an underscore on both sides of the text	_text_
Bold	To bold your message, place an asterisk on both sides of the text	text
~~Strikethrough~~	To ~~strikethrough~~ your message, place a tilde on both sides of the text	~text~
Monospace	To `monospace` your message, place three backticks on both sides of the text	```text```
Bulleted list	To add a bulleted list to your message, place an asterisk or hyphen and a space before each word or sentence:	- text - text
Quote	To add a quote to your message, place an angle bracket and space before the text	> text
Inline code	To add inline code to your message, place a backtick on both sides of the message	`text`