Create own template before sending out the package

Hi, You will need to create a designer session for your users: https://developer.esignlive.com/guides/feature-guides/designer/

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

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