Last modified: 2022-12-04

Designer Customization

The Designer can be customized in numerous ways. Here is a detailed list of what components can be modified:

Capture

 

  1. saveLayout / applyLayout button
  2. documentVisibility button
  3. addSigner button
  4. editRecipient button
  5. addDocument button
  6. editDocument button
  7. deleteDocument button
  8. send button for package creation or done button in template creation
  9. prevent sender from appearing in designer page
  10. The following additional fields can be hidden
    • signingDate
    • signerName
    • signerTitle
    • signerCompany
    • textfield
    • checkbox
    • list
    • radio
    • textarea
    • label
    • datepicker

Designer Profiles

Each designer customization setting can be given a unique profile name. To do this, contact our our Support Team, and give them your new profile name, along with the descriptions of your customization. By doing this, you can define multiple designer profiles at your account level.

Once your profile has been created, you can build your designer session URL so that it calls your designated profile. The following code will do this:

{instance_url}/auth?senderAuthenticationToken={senderToken}&target={instance_url}/a/transaction/{packageId}/designer?profile={profileName}
Was this information helpful?
X