gtawaf | Posts: 12

Allow Admin to Chose an area on PDF to be signed

Thursday, August 30, 2018 at 04:30am
0 votes
Hello, Our Sales Department needs to be able to add contracts without any development interactions. We will have a pre set roles e.x sales, customer. We would like to be able to let sales user be able to upload a pdf and select where each role needs to sign (on our site), the exact sales user and customer will be determined later. This will be a template. How can that be achieved? Thanks
Approved Answer
Duo_Liang | Posts: 3776

Reply to: Allow Admin to Chose an area on PDF to be signed

Thursday, August 30, 2018 at 05:38am
0 votes
Hi Gamal, Thanks for your posting! I think the easiest way to achieve this is using Designer View which can be embedded in an iFrame exactly like the design page in Web Portal and works both on usual transactions and templates. You can (1)create the package, upload documents and select role placeholders on your own side (2)generate a Designer Session and combine into the designer URL https://sandbox.esignlive.com/auth?senderAuthenticationToken={senderToken}&target=https://sandbox.esignlive.com/a/transaction/{packageId}/designer (3)embed that url into an iFrame and sales finished the design Otherwise if you don't want to use Designer Page, you can develop the front end page on your own site, show the flattened PDF pages to your sales, grab the X-Y coordinates they want to put the signature and update the templates programmatically. Hope this could help you! Duo

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