Multiple initials in document
Friday, March 12, 2021 at 03:20pmHello,
We use the REST API to submit packages. We place the signature boxes using anchors. We need the signer to put his initials on multiple pages. We placed the anchor text on each page where the signer must sign but only the first occurence is processed. Do we need to enter a different anchor text on each page?
Thanks,
Patrick
Reply to: Multiple initials in document
Friday, March 12, 2021 at 03:55pmHi Patrick,
This is an example JSON for text anchor:
"fields": [
{
"type": "SIGNATURE",
"extract": false,
"extractAnchor": {
"text": "Signature of the Client",
"index": 0,
"width": 150,
"height": 40,
"anchorPoint": "TOPLEFT",
"characterIndex": 0,
"leftOffset": 0,
"topOffset": -50
},
"left": 0,
"subtype": "FULLNAME",
"top": 0
}
......]
Where the "index" refers to the occurrence of the string. For example, a value of 0 means the first occurrence of the anchored text.
In your case, if you need to place multiple initials, you either need to duplicate the text anchors in each page, and reference the index from 0 to N. Or alternatively, text tags is practically a better solution to handle this use case if you don't know how many times the initials will be repeated.
Duo
Reply to: Hi Patrick, This is an…
Wednesday, March 17, 2021 at 08:08amHi Duo,
Do you need to encapsulate each signature in a fields node ?
For example ..
"fields": [
{
"type": "SIGNATURE",
"extract": false,
"extractAnchor": {
"text": "Signature of the Client",
"index": 0,
"width": 150,
"height": 40,
"anchorPoint": "TOPLEFT",
"characterIndex": 0,
"leftOffset": 0,
"topOffset": -50
},
"left": 0,
"subtype": "FULLNAME",
"top": 0
}
......],
"fields": [
{
"type": "SIGNATURE",
"extract": false,
"extractAnchor": {
"text": "Signature of the Client",
"index": 1,
"width": 150,
"height": 40,
"anchorPoint": "TOPLEFT",
"characterIndex": 0,
"leftOffset": 0,
"topOffset": -50
},
"left": 0,
"subtype": "FULLNAME",
"top": 0
}
......],
Reply to: Hi Duo, Do you need to…
Wednesday, March 17, 2021 at 08:48amHi Mark,
Yes, each signature has its "approvals" node. And as a result, you need to encapsulate a "SIGNATURE" type field under this approvals node to specify the field level attributes. A complete package JSON could look like below:
{
"roles": [
{
"id": "Signer1",
"name": "Signer1",
"signers": [
{
"firstName": "John",
"lastName": "Smith",
"email": "[email protected]"
}
]
}
],
"documents": [
{
"approvals": [
{
"role": "Signer1",
"fields": [
{
"type": "SIGNATURE",
"subtype": "FULLNAME",
"extract": false,
"extractAnchor": {
"text": "Signature of the Client",
"index": 0,
"width": 150,
"height": 40,
"anchorPoint": "TOPLEFT",
"characterIndex": 0,
"leftOffset": 0,
"topOffset": -50
}
}
]
},
{
"role": "Signer1",
"fields": [
{
"type": "SIGNATURE",
"subtype": "FULLNAME",
"extract": false,
"extractAnchor": {
"text": "Signature of the Client",
"index": 1,
"width": 150,
"height": 40,
"anchorPoint": "TOPLEFT",
"characterIndex": 0,
"leftOffset": 0,
"topOffset": -50
}
}
]
}
],
"name": "Document1",
"id": "Document1"
}
],
"name": "Text Anchor Extraction Example REST API",
"status": "DRAFT"
}
Duo
Reply to: Multiple initials in document
Friday, March 19, 2021 at 09:18amThank you.