Embedding Signer Tags in a document uploaded to eSignLive
Thursday, March 24, 2022 at 01:54pmHi excuse my ignorance as I am migrating from Adobe Sign and
trying to use the text tags to trigger Signer1 fields in my uploaded document.
I have tried a few iterations of trying to get a Signer1 Signature field recognized after i have uploaded
a pdf with the following tag:
{{esl:Signer1:signature}}
Upon upload to eSignLive when I review the tags in the document there is no Signer1 Signature field showing.
Is my tag wrong? Is this the normal behavior?
Thanks for your help
Reply to: Embedding Signer Tags in a document uploaded to eSignLive
Thursday, March 24, 2022 at 03:18pmHi mceniry,
Welcome to OneSpan Sign and thanks for your post! With a quick glance, the tag looks good to me. Are you creating the transaction with REST API or SDK function, could you share the JSON or the related code? Also, is it possible to share the PDF if there's no sensitive information?
Duo
Reply to: Embedding Signer Tags in a document uploaded to eSignLive
Friday, March 25, 2022 at 01:20pmHi Duo,
I'm not yet using Rest, I'm just uploading the pdf to my account and
hoping for OneSpan to populate Signature fields.
I have opened a ticket with support to make sure my account has text tag automation enabled.
I have tried just putting the tags as text in pdf and also as a textbox field named as per
your naming convention, but it is not working.
There may be a wrinkle that is stopping this from working. We have an imbedded call to your API
in our back office system, when we invoke OneSign to setup a transaction..
It may be looking for custom tags and is ignoring my esl tags.
I've got another way to build a transaction with a direct login into OneSpan that I will try next.
I'll send you what happens soon.
I see you're a busy person answering all discussions. Thnx for your help!!
Regards Michael
Reply to: Embedding Signer Tags in a document uploaded to eSignLive
Friday, March 25, 2022 at 01:44pmHi Michael,
Thanks for the appreciation!
If it's just for a test purpose, try this flow:
#1. Make sure your account has text tag automation enabled
#2. Add a signer and assign the role as "Signer1" before step#3
#3. Upload a document. I've attached a simple example "test text tags.txt", if this file works for you, you can replace it with your own PDF.
#4. The signatures and fields should be automatically detected
If it still doesn't work, you can send your account email to [email protected] so that I can help you check your account settings.
Duo
Reply to: Embedding Signer Tags in a document uploaded to eSignLive
Friday, March 25, 2022 at 04:22pmHi Duo,
its gotta be text tag enabled. Your text tags doc shows up as follows:
Then with my pdf file with a Text only string, not a TextBox:
Reply to: Embedding Signer Tags in a document uploaded to eSignLive
Friday, March 25, 2022 at 04:28pmBefore I posted I opened a ticket with support but I don't know if support comes with my companies subscription.
I asked in the ticket if they could check my text tag automation property see if was enabled. I have a feeling it is not. I subscribed to a sandbox account which I assume (could be a bad thing) is like a OneSpan developers account, that I could upload a document and see what the end user would see from a paid account.
I'm a Visual Studio C# person, who might write a financial planning app for Android (I have the Android Addin to VS).
Reply to: Embedding Signer Tags in a document uploaded to eSignLive
Friday, March 25, 2022 at 04:37pmHi Michael,
Do you have the ticket number by hand? If you haven't got the confirmation from support ticket, then it's highly possible that your account doesn't have text tag automation turned on.
Duo