Possible to have Text Tags pre-populate signers?
Thursday, September 23, 2021 at 05:02pmUse Case: Client has Vertical Enterprise App that they can customize output. We have trained them on text tags and they are very excited for dynamic signing blocks, etc.
Since the App knows about the individuals which are signing, is there any means to use Text Tags to indicate the number of signers (e.g. "This session has two people, Person A and Person B, add them as signers and jump right to OSS in-person signing).
As opposed to adding Person A and Person B manually via the interface, along with email.
I know we are getting close to SDK land, but they don't have the budget for that, and I'm trying to do whatever I can for them using the out of the box print driver. Because if we DID go the SDK route, then the puzzler would be getting the printed output from the App to OSS, without writing our OWN print driver.
Thanks for any insight.
Reply to: Possible to have Text Tags pre-populate signers?
Friday, September 24, 2021 at 09:22amHi Mark,
I believe you already knew that, in order to automatically extract fields via text tags, you will need to contact support ([email protected]) and turn on a flag "Extract Text Tags" in your account settings.
After that, if you choose the "New Transaction" option from the print driver with a document containing text tags (for example, you've indicated Signer1 and Signer2 with the tags). Once you navigated to the designer page, no signers will be added, which is normal. But when you returned back to the transaction edit page, and add a placeholder or a recipient, all the fields extracted by the text tags will be added!
Note that the first added signer will have role name of "Signer1", second one will be "Signer2", thus, you may want to use placeholders first then to replace with actual signers to avoid any confusion.
Duo
Duo Liang OneSpan Evangelism and Partner Integrations Developer