mjiang

Create own template before sending out the package

0 votes
Hi Is it possible for end-user to create the own document templates by indicating the signature block in doc, pdf files? For example: Open the doc or pdf file in the edit mode, user insert the tags for the signature, then saved the document( we can use rest api to send the document later in the batch program).

Approved Answer

Reply to: Create own template before sending out the package

0 votes
Hi, You will need to create a designer session for your users: https://developer.esignlive.com/guides/feature-guides/designer/
Haris Haidary OneSpan Technical Consultant

Reply to: Create own template before sending out the package

0 votes
Hi Haris Sorry for the late response. I want to Clarify if the business user can create the eSignLive template by themselves. (like Adobe Sign:https://helpx.adobe.com/sign/help/adobesign_text_tag_guide.html) For example: 1. There is one document for sign. The business user edit the document in the notpad by adding the merge code to indicating Signer1, Signer2's signature position and types. then save the document into cloud. 2. Batch program(written by c# and use REST API to call eSignLive) picks up the document(including the signers information), call the REST API to send it to the eSignLive, so batch program doesn't need to set the signature position in the program. because it is difficult to set the position for some official document, Ex. USPTO's inventor agreement. you can check the document template as below: https://www.uspto.gov/sites/default/files/forms/sb0001.pdf Thanks, Meng

Reply to: Create own template before sending out the package

1 votes
Hi Meng, We have that text tag extraction feature that allows you to add tags in the document to define signature and field placement. You can find a working sample code here: https://developer.esignlive.com/guides/feature-guides/text-tags-extraction/ and our documentation on the feature: https://docs.esignlive.com/content/c_integrator_s_guide/sdk/c_managing_documents/extraction.htm?Highlight=text%2520tag#Text2
Haris Haidary OneSpan Technical Consultant

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