Adding Initials / Date of Sign
Thursday, June 23, 2022 at 06:50amHello!
I'm trying to add extra fields to a transaction through the REST API but I can't get the extra fields to show up.
So far I managed to add a free text field at the time of signing, but I can't get it to show the initials of the signer or the date of signing.
The payload I used is the following:
{"roles":[{"id":"emailexamplecom","index":0,"signers":[{"email":"[email protected]","firstName":"example","lastName":"example","company":"company"}]}],"documents":[{"name":"doc.pdf","approvals":[{"role":"emailexamplecom","fields":[{"page":0,"top":20,"subtype":"FULLNAME","height":60,"left":41,"width":200,"type":"SIGNATURE"},{"page":0,"top":17,"subtype":"TEXTFIELD","height":60,"left":286,"width":200,"type":"INPUT","extract":true},{"page":0,"top":16,"subtype":"INITIALS","height":60,"left":506,"width":200,"type":"SIGNATURE","extract":true},{"page":0,"top":75,"subtype":"DATE","height":60,"left":291,"width":200,"type":"SIGNATURE","extract":true}]}]}],"name":"test","type":"PACKAGE","language":"es","emailMessage":"e","description":"test","autocomplete":true,"status":"SENT"}
When creating the transaction, the API returns its id, indicating that it was created correctly.
However, when the recipient adds the document to sign, only the signature (with the fullname) and the text field appear. The initials and the date do not appear.
Thank you very much!
Reply to: Adding Initials / Date of Sign
Monday, June 27, 2022 at 11:17amHey Monti,
Each "type" of "SIGNATURE" field must be in its own "approval". So, you'd need to add another approval object to the approvals array with just it.
For the auto date field, it's of "type" "INPUT" with a "subtype" of "LABEL" and a binding to the {approval.signed}. You can see a sample of the payload for that, below:
{ "top": 200, "left": 100, "width": 250, "height": 50, "page": 0, "type": "INPUT", "binding": "{approval.signed}", "subtype": "LABEL" }
You'd put one of these in both approvals if you want to see what date/time each were done in a separate field.
Hope this helps. Let me know if you have questions.