seemas | Posts: 22

Display specific documents based on input parameters

0 votes
Hi, In my project, we are implementing eSignlive solution to solicit electronic signature from customers. Besides the signing documents, we have to additionally present a few static documents(docs that do not require electronic signature) to the customer, prior to the actual signature being applied. For this, we are planning to utilize the 'Templates' feature of eSignLive and display the same at the time of signing ceremony. However I had a question pertaining to this- Can we display specific static documents based on some input(s) that can be sent over, maybe at the time of package creation? For example- If Input parameter is '1', then display 'Doc 1', If Input parameter is '2', then display 'Doc 2' ... and so on. Thanks,

harishaidary | Posts: 1812

Reply to: Display specific documents based on input parameters

0 votes
Hi Seemas, How are you going to present the documents through email or embedded within your application?

seemas | Posts: 22

Reply to: Display specific documents based on input parameters

0 votes
Hello Haris, The documents will be presented to the client within the application and not through email. The eSignLive signing ceremony screens will be displayed within our Portal application using an IFrame. Thanks,

harishaidary | Posts: 1812

Reply to: Display specific documents based on input parameters

0 votes
Sure. Determining which document to present to your signer will have to be determined in your application. Once you have that, then it comes down to building the correct URL redirect. First, you'll need to create a signer authentication token (https://developer.esignlive.com/guides/feature-guides/authentication-tokens/). Then you build the following redirect: https://sandbox.esignlive.com/access?sessionToken={signerAuthToken}&target=https://sandbox.esignlive.com/packages/{packageId}/documents/{documentId}

Hello! Looks like you're enjoying the discussion, but haven't signed up for an account.

When you create an account, we remember exactly what you've read, so you always come right back where you left off