Document Preview
Friday, April 2, 2021 at 12:22pmHello all, we require to add preview functionality to our system before sending a document to signers. I couldn't see an API for this. Does Onespan provide a preview URL?
As a workaround, we may follow these steps:
- Clone an existing package/template
- Update approvals
- Download document (PDF) and use it in preview
- Delete this temporary package
I think this is not the best way. Do you suggest any other solution?
Reply to: Document Preview
Friday, April 2, 2021 at 01:12pmHi goksel,
If the purpose is to have senders preview the layout and field values of the documents, you can achieve it by creating a designer session. In short, it contains two steps:
#1 to create a sender authentication token:
POST /api/authenticationTokens/sender
#2 build below link:
https://sandbox.esignlive.com/auth?senderAuthenticationToken={senderToken}&target=https://sandbox.esignlive.com/a/transaction/{packageId}/designer
Duo
Reply to: Document Preview
Monday, April 5, 2021 at 04:51amHey Duo,
Thank you for your help.
I have checked your suggestion, It works but it is not really what we are looking for. Let me clarify the requirements.
We want to get a PDF file with all prefilled values (signer names etc.). I also have checked to download document of a draft package but fields are not prefilled in this download PDF file.
What is your suggestion in this case?
Reply to: Document Preview
Monday, April 5, 2021 at 07:01amHi goksel,
In OneSpan Sign, fields (assign to a particular signer) will only be stamped to PDF when this signer has signed, especially if you are referring to binding fields like signer name, signer company, signer title, etc. So I am afraid it's not feasible if you want a PDF version of the preview, without signing a testing package.
Duo