tehpaoliu | Posts: 3

Creating package using REST API Text Tag not working

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Hi All, I followed instructions provided in https://developer.esignlive.com/guides/feature-guides/text-tags-extraction/ "REST API" tab Also "Code Share" hyperlink does not have any code sample to download. Using postman REST API client I am able to create package in esignlive but for some reason, it does not recognize Signature Text Tag for signing so I cannot send the package for signing Here is what I used for in Demo.docx {{esl:Signer1:capture:size(400,50)}} Here is payload that I used from the above link. Also I have attached Demo.docx that I am using { "documents": [ { "id": "Demo", "name": "Test Document", "extract": true, "data": { "esl_doc_extract_type": 1 } } ], "status": "DRAFT", "type": "PACKAGE", "roles": [ { "id": "signer1", "type": "SIGNER", "signers": [ { "email": "[email protected]", "firstName": "John", "lastName": "Smith", "id": "signer1" } ], "name": "signer1" } ], "name": "Text Tags Example Package" } Is the correct way to create package with Placeholder using REST API Any help will be appreciated. Thank you -Teh

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Demo.docx12.9 KB
harishaidary | Posts: 1812

Reply to: Creating package using REST API Text Tag not working

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Hi there, Ids care case sensitive in eSignLive. In your payload, you defined "signer1" as the id of your signer but in your document you have "Signer1". Simply make the correction in either your payload or document and it should be working.

tehpaoliu | Posts: 3

Reply to: Creating package using REST API Text Tag not working

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Thanks Haris for quick response it is working! now. Also I noticed that in the package my name teh.p.liu get added as "Myself" is there any way to remove it using API or not create it at all. I just need Recipient Name I have attached screen shot

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harishaidary | Posts: 1812

Reply to: Creating package using REST API Text Tag not working

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Yes, you will need to add the "senderVisible" field in your payload.
{
  "documents": [
    {
      "id": "Demo",
      "name": "Test Document",
      "extract": true,
      "data": {
        "esl_doc_extract_type": 1
      }
    }
  ],
  "status": "DRAFT",
  "type": "PACKAGE",
  "roles": [
    {
      "id": "signer1",
      "type": "SIGNER",
      "signers": [
        {
          "email": "[email protected]",
          "firstName": "John",
          "lastName": "Smith",
          "id": "signer1"
        }
      ],
      "name": "signer1"
    }
  ],
  "name": "Text Tags Example Package",
  "data": {
    "senderVisible": false
  }
}

tehpaoliu | Posts: 3

Reply to: Creating package using REST API Text Tag not working

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THANK YOU HARIS you have been a great help. Your solution resolved my issue.

harishaidary | Posts: 1812

Reply to: Creating package using REST API Text Tag not working

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My pleasure :)

khartness | Posts: 5

Reply to: Creating package using REST API Text Tag not working

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I'm attempting to do something similar with the REST API, but the service reports that I must define approvals. Do I need to specify a particular version?

harishaidary | Posts: 1812

Reply to: Creating package using REST API Text Tag not working

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It looks like you're attempting to send a package without any signatures defined. Can you share your json payload (copy-paste it using the
 tags) along with your documents so I can have a look?

khartness | Posts: 5

Reply to: Creating package using REST API Text Tag not working

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{"status":"SENT", "documents":[{ "id":"Application", "description":"Application.pdf", "name":"Application.pdf", "extract":true, "data":{ "esl_doc_extract_type":1 } }], "roles":[{ "signers":[{ "name":"OWNER1", "auth":{ "scheme":"NONE", "challenges": [] }, "id":"OWNER1", "language":"en", "title":"OWNER", "firstName":"Ken", "lastName":"Hartness", "email":"[email protected]", "company":"Hartness Inc.", "phone":"2815834432" }], "name":"OWNER1", "index":1, "id":"OWNER1", "type":"SIGNER" }], "visibility":"ACCOUNT", "notaryRoleId":null, "settings":{ "ceremony":{ "optOutReasons":["Signing application with agent", "Mailing application"], "maxAuthFailsAllowed":3, "handOver":{ "title":"Signed Merchant Application", "text":"Welcome!", "href":"https://www.merchantfoundry.com" }, "documentToolbarOptions":{ "downloadButton":true }, "hideLanguageDropdown":true, "hideCaptureText":true, "declineButton":true, "optOutButton":true, "hideWatermark":false } }, "type":"PACKAGE", "autocomplete":true, "trashed":false, "description":"MCPS Application", "name":"MCPS Application Package", "due":"2018-04-30T00:00:00Z", "language":"en", "completed":null, "data": { "senderVisible": false } }

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test-2.pdf222.76 KB
harishaidary | Posts: 1812

Reply to: Creating package using REST API Text Tag not working

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Looking at your pdf, you need to make sure that the text tags are not broken apart on different lines. See attachment.

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khartness | Posts: 5

Reply to: Creating package using REST API Text Tag not working

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I reduced the date to 1-point font so it is entirely on one line. Still receiving this response: {"messageKey":"error.validation.sendPackage.noApprovals","entity":null,"technical":null,"packageId":null,"message":"Cannot send package without approvals.","code":400,"name":"Validation Error"}

harishaidary | Posts: 1812

Reply to: Creating package using REST API Text Tag not working

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I've updated your document to make it work using text tags. Please make sure that there aren't any typos in the text tags. Otherwise, it will not work.

harishaidary | Posts: 1812

Reply to: Creating package using REST API Text Tag not working

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document

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khartness | Posts: 5

Reply to: Creating package using REST API Text Tag not working

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curl -H "Authorization: Basic $1" -H "Accept: application/json; esl-api-version=11.12" -X POST $2 -k -F payload=@$3 -F file=@$4 > $5 Your PDF (or mine) with the JSON I included, earlier, produces the following response: { "messageKey":"error.validation.sendPackage.noApprovals", "entity":null, "technical":null, "packageId":null, "message":"Cannot send package without approvals.", "code":400, "name":"Validation Error" }

harishaidary | Posts: 1812

Reply to: Creating package using REST API Text Tag not working

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Can you share a package id so I can have a look at your account with our support team?

khartness | Posts: 5

Reply to: Creating package using REST API Text Tag not working

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7cc86556-171e-4ed4-b498-b9487a353423 We've never used anything other than position-specific signatures, but as the forms are updated, this is becoming impractical. If text tags must be enabled in the account, then that could be the problem. We could simply interpret the text as anchors, but text tags sounded so much easier.

harishaidary | Posts: 1812

Reply to: Creating package using REST API Text Tag not working

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Ah I see what's going on. Your account is still on the classic environment. The text tag extraction feature is only available on the new environments (https://sandbox.esignlive.com). Please create a new account there and then send an email to [email protected] to have the text tag extraction feature enabled.

poojagupta | Posts: 3

Reply to: Creating package using REST API Text Tag not working

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Hi, 

I need Rest API payload for create package with signatories and text tags.

I tried attached payload, but still signature field is not visible

I tried below things

1. https://sandbox.esignlive.com/api/packages for creating package

2. https://sandbox.esignlive.com/api/packages/j3FQwQw8dex876xL8abjikaQs_w%3D/documents for uploading document

 

I need .net sample code using rest api  to 

Create package where signers will be tagged in document and once document is opened in transaction it will show signature field

 

attached postman collection in txt format


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MGaddam | Posts: 1

Reply to: Creating package using REST API Text Tag not working

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Hi, we have a requirement where we need to eSign on the document automatically (with out manual intervention). Here we know the coordintes on the document where the signature should go (we have signer details, where signer full name to be there in that place). I'm using attached JSON to create package. I'm getting the signature added like below. We are expecting the signature with date on the document. After Create package api, I'm calling CreateAuthToken, CreateSessionToken and SignDocuments api's. 

Please help me to get this JSON corrected in the  create package request:

Create package api- https://sandbox.esignlive.com/api/packages 

 


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poojagupta | Posts: 3

Reply to: Creating package using REST API Text Tag not working

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Hi,

We have used text tags for sending document for signature process.

  1. Signature field is getting generated in document.
  2. Signer receives email for signing.
  3. When signer clicks on click to Sign, nothing is happening after that or Done button is not exists to complete signature process.

 

WE need this functionality using Rest API


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