MaxPTD | Posts: 4

Document Processing/Creation

Thursday, October 1, 2015 at 11:49am
0 votes
Hello, I hope someone can help me out with this, since I was not able to find an answer to my questions in the documentation that I read on your site. Here is what I am trying to do: 1. Take existing PDF document and add all required placeholders/signature fields to it. 2. Determine location of each of these fields (x and y positions) 3. Save this document as a template so that I can later use it when creating a package in .Net to send to you for handling the document signature. 4. If this possible, is there a template document id that I can reference when adding the document to the package prior to sending it to your service? On the other hand, it would also be fine, I don't store the document at your site, but store it locally. The only thing that I don't want to do is I don't want to specify location of every placeholder field/custom field/signature field in the document by specifying x & y coordinates of that field in .Net code. If this is not possible, then somehow I would need to know how to determine what these coordinates are while creating a template for this document on your site Thanks, Max
mwilliams | Posts: 957

Reply to: Document Processing/Creation

Friday, October 2, 2015 at 05:54am
0 votes
You might take a look at this blog about document extraction: https://www.silanis.com/blog/e-signlive-how-to-document-extraction-net-sdk/
MaxPTD | Posts: 4

Reply to: Document Processing/Creation

Friday, October 2, 2015 at 01:09pm
0 votes
Hi Michael, Thanks for reply. Do you guys provide an application that I can use to define form fields on an existing PDF document or can you recommend a good tool for this purpose? Thanks, Max
MaxPTD | Posts: 4

Reply to: Document Processing/Creation

Saturday, October 3, 2015 at 07:26pm
0 votes
Michael, One more question. How do you define a signature field when adding a form field to your document? Is there a special mark up or do you just specify id of the form field as a signature field using your API? Thanks Max
mwilliams | Posts: 957

Reply to: Document Processing/Creation

Sunday, October 4, 2015 at 06:12pm
0 votes
Hey Max, Sorry. No, we don't provide a form creation tool. There are many out there, though. You could also just use Adobe Acrobat or something. I've also used pdfescape.com for simple tests. As for the signature fields, it depends on what type of signature you want. If you want to do a signature capture (not a click to sign), you'd name the field [Signer1.Capture1] where Signer1 is the id of the signer. If you give them a custom ID, you'd replace this part of the field name with that custom ID. You must also include the []. For a click to sign, it'd be like [Signer1.Fullname1]. Hope this helps. Let me know.
MaxPTD | Posts: 4

Reply to: Document Processing/Creation

Tuesday, October 6, 2015 at 05:21am
0 votes
Thanks Michel, Is there a certain way that I need to name my date fields, so that they would be automatically filled in? BTW, is there a dictionary of field names that your system recognizes by itself if no value is give, the list of reserved names? Thanks, Max
mwilliams | Posts: 957

Reply to: Document Processing/Creation

Tuesday, October 6, 2015 at 05:57am
0 votes
Take a look at this page from the documentation that is linked from the blog, above. It has a pretty good representation of the reserved field names. These reserved fields are all named with [] around them, though. http://docs.e-signlive.com/doku.php?id=esl:e-signlive_guide-working_with_documents&_ga=1.124798089.2028858819.1441300183#document_extraction For a date field, it'd be like the following. This assumes that you're doing a click-to-sign signature for Signer1. [Signer1.Fullname1.label1.Date]

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