How can I review and sign submissions when using the Online Filing 2.0 API?

For the review step, if there is a submission package in Online Filing 2.0 that you would like to review without using the Online Filing 2.0 web application, you can use the API’s export endpoint to download the package and perform the review in your in-house IP management software.

For the sign step, you can use the API to import a submission package to which you have already applied the signature in the XML file.  During import, Online Filing 2.0 checks that the package meets the minimum requirements. 

If there are no critical errors, the package will appear with “Ready to Send” status, and the signatures will also be rendered in the PDF file.  If you are satisfied with the reviewed and signed package, you can use the API’s submit endpoint to send it.

If there are critical errors, the package will appear with “Draft” status in Online Filing 2.0 and the signature will not be applied.