General Question on eSign and PDF forms
Wednesday, August 14, 2019 at 01:50amHi,
Is there are guidelines or recommendations for using eSign with PDF documents (and forms).
Lets say I have a claim form (with 50 fields) to be completed.
What is the general approach - do people upload the PDF and request esign and the signer to complete out the whole form (>30 fields) in addition to the signing __or__ do people tend to get it all filled out first and then ask the signer just to confirm and sign the document ?
Is there any recommendations ?
Thanks
~Patrick
Reply to: General Question on eSign and PDF forms
Wednesday, August 14, 2019 at 04:50amReply to: HeyPatrickThetw
Thursday, July 16, 2020 at 02:36pmSo, let me understand. A Form can have some interactive capabilities but only through the Field Validator? I uploaded an Adobe PDF Form with drop-down lists into my Sandbox instance and notice that all of the Fields are locked down and the drop-downs are disabled. For instance, in the PDF Form I have a Field called "RoutingType' with 3 choices (BGP, Direct or Static). Anything else is invalid.
Is there any way to get past this?
Reply to: General Question on eSign and PDF forms
Thursday, July 16, 2020 at 02:57pmHi Gerry,
If we are talking about the native Adobe List Box field, it won't be recognized by OneSpan Sign and won't be automatically converted to OneSpan Sign list field - so I believe it's expected that the field get flattened after uploading.
For an OneSpan Sign List field, after signing, OneSpan Sign document engine only stamps the chosen option to the PDF; Unlike Adobe List Box, which lists all the options and highlights the chosen option.
So if you have the control to modify the PDF, you can remove the Adobe List Box and create an OneSpan Sign List Field instead, an example JSON for a list field could look like:
{
"validation": {
"required": false,
"errorMessage": "",
"enum": [
"optionA",
"optionB",
"optionC"
]
},
"id": "list1",
"page": 0,
"subtype": "LIST",
"top": 268,
"width": 165,
"height": 37,
"left": 322,
"type": "INPUT",
"value": "optionA",
"name": "list1"
}
Where you can pass in the options programmatically.
Or if you don't have the control over the PDF content, you may have to pre-select the option before uploading the document.
Duo
Reply to: Hi Gerry, If we are…
Friday, July 17, 2020 at 08:16amI do have control over the PDF. Let me give it a try