Pre-filled PDF combined with Template

Hi Josh,

When uploading a PDF, pre-filled forms will be flattened into the PDF, which I believe fits your requirement. See below:

Duo

Yes but what is the appropriate API call? There is no documentation that states how to "upload a pre-filled form and merge it with a template with signatures".

Hi Josh,

I got your point. If you want to upload a new PDF every time creating a package, but also have the fields metadata for signature replacement, you can consider to use the Layout feature instead or use together with Template feature.

Layout - using a previous document as blueprint, and apply the fields on successive documents

Since you already have the code base with a complete package creation process - add signers, specify package settings, upload document with hard coded positions, you just need to replace the document building part with the applying layout function, with layout ID or Name:

eslClient.LayoutService.ApplyLayout(packageId, "documentId", "layoutId");

or

eslClient.LayoutService.ApplyLayout(packageId, "documentId", "layoutName");

What you've pointed out in this post is exactly the main defect of using template, that you can't replace the document content when you create a package out of the template, or to use the field injection feature to pre-filled forms - a filling capability provided by OneSpan Sign.

Duo

Hey Josh,

If you need to edit or add something on your pdf I can recommend you to use online editors. Very easy to use and it's free. I use 

https://pdfchef.com/ when I need to edit my pdf documents. 

James