dilgen | Posts: 14

Two Person Face-To-Face Transaction - PHP

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I have been using this blog post for help in getting my project off the ground. I have been working to create a process in which two people (agent and insured) can do a face-to-face transaction. However, I have been running into a bit of a snag. How would I go about modifying this to allow a second person to sign in an i-frame after the first is completed?

harishaidary | Posts: 1812

Reply to: Two Person Face-To-Face Transaction - PHP

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Hi there, You will have to enable in-person signing when creating your packages (https://developer.esignlive.com/guides/feature-guides/signing-ceremony-customization/). Once you have sent your package, you then retrieve a signer authentication token and build the url to embed in the iframe, just as in my PHP example. When you open the session in an iframe, you will be able to see a drop-down menu to switch between your signers.

dilgen | Posts: 14

Reply to: Two Person Face-To-Face Transaction - PHP

0 votes
Hi Haris, Thank you for your help. I took a look at that link and implemented into my code what I think is correct. However, I am still not seeing a drop down menu in the iframe. My only guess is that I have the 'inPerson' => 'true' in the wrong place, but I have tried it in a few different spots to no success. I attached my code for reference - is there something I am missing?
public function buildPackage($firstName, $lastName, $email) {
        $build = array(
            'settings' => array(
                'ceremony ' => array(
                    'inPerson' => 'true',
                )
            ),
            'type' => 'PACKAGE',
            'status' => 'DRAFT',
            'roles' => array(
                array(
                    'id' => 'Signer1',
                    'type' => 'SIGNER',
                    'signers' => array(
                        array(
                            'email' => $email,
                            'firstName' => $firstName,
                            'lastName' => $lastName,
                            'id' => 'Signer1',
                        )
                    ),
                ),
                array(
                    'id' => 'Signer2',
                    'type' => 'SIGNER',
                    'signers' => array(
                        array(
                            'email' => '[email protected]',
                            'firstName' => 'David',
                            'lastName' => 'Ilgen',
                            'id' => 'Signer2',
                        )
                    ),
                ),
                array(
                    'id' => 'Sender1',
                    'type' => 'SENDER',
                    'signers' => array(
                        array(
                            'email' => '[email protected]',
                            'firstName' => 'David',
                            'lastName' => 'Ilgen',
                            'id' => 'Sender1',
                        )
                    ),
                ),
            ),
            'name' => 'PHP Application Example',
        );
        $packageJSON = json_encode($build);
        $packageId = json_decode($this->sendRequest($this->packageAppend, $packageJSON, NULL, NULL), true);
        return $packageId;
    }
Thank you.

harishaidary | Posts: 1812

Reply to: Two Person Face-To-Face Transaction - PHP

0 votes
Hey dilgen, I did some testing and it seems that there might be some bug with in-person signing. It can't be enabled/disabled through the rest api. For now, you can send a request to support to have it enabled on your account, but this will affect all future created packages. I will let you know when this issue with in-person is fixed. [email protected]

dilgen | Posts: 14

Reply to: Two Person Face-To-Face Transaction - PHP

0 votes
Thank you for the heads up, Haris. Unfortunately, it won't work for us to have it turned on for all packages, so I will move forward with getting our email version set-up and try and develop something behind the scenes that loads new iframes when the last signature is completed.

harishaidary | Posts: 1812

Reply to: Two Person Face-To-Face Transaction - PHP

0 votes
Hi dilgen, I did some more testing on this and I found something interesting. If you replace all the single quotes with double quotes, then in-person gets enabled. Not sure why this is the case. For example, you would have something like this:
	$json = array(
		"settings" => array(
                "ceremony" => array(
                    "inPerson" => true
                )
            ),
			"type" => "PACKAGE",
			"status" => "SENT",
			"roles" => array(
				array(
					"id" => "Signer1",
					"type" => "SIGNER",
					"signers" => array(
						array(
							"email" => "[email protected]",
							"firstName" => "John",
							"lastName" => "Smith",
							"id" => "Signer1",
						)
					) ,
				) ,
				array(
					"id" => "Sender1",
					"type" => "SIGNER",
					"signers" => array(
						array(
							"email" => "[email protected]",
							"firstName" => "Mike",
							"lastName" => "Boss",
							"id" => "Sender1",
						)
					) ,
				) ,
			) ,
			"name" => "PHP Application Example",
			"documents" => array(
						array(
							"name" => "Sample Contract",
							"id" => "contract",
							"extract" => true
						)
					)
		);
Let me know if this works for you.

dilgen | Posts: 14

Reply to: Two Person Face-To-Face Transaction - PHP

0 votes
Hey Haris, That did the trick - thank you! Not sure why the single quote doesn't work, but I am just glad this was a quick and simple fix.

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