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In a previous thread called "General Question on eSign and PDF forms" I recently wrote a reply: |
The Customer accepted the Disclosures and Consent and signed the Contract but left the Rider unsigned.
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In the Transactions List on the Live Site I only see 5 Columns listed
Transaction name, Recipients, Last Updated, Status and Expiry Date
Is it possible to add other Columns and
|
I was trying to figure out why the "Click to Sign" Box was showing up in the top left corner of the Document.
|
I just discovered that someone in our Company is downloading the Document, printing it and having the Officer manually sign the Document rather than using the Web Site to Sign a Document. Yes.
|
Replies Created
Reply to: Ability to pass References to the API for Reporting purposes
Friday, August 23, 2019 at 05:34amI agree. Is there any other way to Vote for an enhancement request?
Reply to: Changing the Expiration Date after a Customer has signed but before we Sign
Wednesday, October 4, 2017 at 08:46amThank you for the quick turnaround on the response.
As it turns out I was trying to update the Expiration Date on a COMPLETED Package and not a Package in SENT Status. I haven't tested it but I am sure it will work without a hitch.
I am hoping to take my Development LIVE in a week and it is good to know that I can get quick answers to my questions. When this process becomes available to 200 Account Reps, they will inevitably do things I never would think to do. They will also ask for additional functionality that I haven't yet considered.
Reply to: Do I have to delete the standard Acceptance Language?
Thursday, October 12, 2017 at 10:53amI prefer to delete it. If we upload Documents and forget to have the Acceptance language, at least there is a default to fall back on.
What would be the steps needed to delete the Standard Acceptance Language? Currently I am building the entire Package with both Documents. SOF is a unique name I am providing for the Document
DocumentPackage Package = PackageBuilder.NewPackageNamed(PreOrderNumber + "_" + DateTime.Today.ToString("yyyyMMdd"))
.WithSenderInfo(SenderInfoBuilder.NewSenderInfo(ltfEmail))
.DescribedAs(SOF)
.ExpiresOn(ExpirationDate)
.WithSigner(SignerBuilder.NewSignerWithEmail(GetEmail)
.WithCustomId(PreOrderId.ToString())
.WithFirstName(GetFirstName)
.WithLastName(GetLastName)
.SigningOrder(0))
.WithDocument(DocumentBuilder.NewDocumentNamed("Electronic Disclosures and Signatures Consent")
.AtIndex(1)
.FromFile("C:\\Report\\Disclosures & Consent.pdf")
.WithSignature(SignatureBuilder.AcceptanceFor(GetEmail)))
.WithSigner(SignerBuilder.NewSignerWithEmail(ltfEmail)
.WithCustomId("MyCompany")
.WithFirstName(ltfFirstName)
.WithLastName(ltfLastName)
.SigningOrder(1))
.WithDocument(DocumentBuilder.NewDocumentNamed(SOF)
.WithId(PreOrderId.ToString())
.FromStream(ms, DocumentType.PDF)
.WithSignature(SignatureBuilder.SignatureFor(GetEmail)
.WithPositionAnchor(TextAnchorBuilder.NewTextAnchor("Signature")
.AtPosition(TextAnchorPosition.TOPRIGHT)
etc.
The call to E-Sign is below. If I add the statement in Bold it fails. Does the extra Document exist yet? Is my Call to ESignLive incorrect?
superDuperPackage = GetNewPackage(PreOrderNumber, PreOrderId, ExpirationDate, GetFirstName, GetLastName, GetEmail, SOF, ref msSOF);
CurrentPackageId = eslClient.CreatePackage(superDuperPackage);
- eslClient.PackageService.DeleteDocument(CurrentPackageId, "Electronic Disclosures and Signatures Consent");
Reply to: Do I have to delete the standard Acceptance Language?
Thursday, October 12, 2017 at 12:04pmAwesome! Worked like a charm. Thanks!
Reply to: Getting a new Error: No Role found for signer email
Tuesday, December 12, 2017 at 07:27amI answered my own question, however I am not sure when the API changed to make this required.
DocumentPackage Package = PackageBuilder.NewPackageNamed(PreOrderNumber + “_†+ DateTime.Today.ToString(“yyyyMMddâ€))
.WithSenderInfo(SenderInfoBuilder.NewSenderInfo(ltfEmail))
.DescribedAs(SOF)
.ExpiresOn(ExpirationDate)
.WithSigner(SignerBuilder.NewSignerWithEmail(GetEmail)
.WithCustomId(PreOrderId.ToString())
.WithFirstName(GetFirstName)
.WithLastName(GetLastName)
.WithTitle(“Signerâ€)
.WithCustomId("Signer")
Subscriptions
Topics | Replies | Freshness | Views | Users |
---|---|---|---|---|
In a previous thread called "General Question on eSign and PDF forms" I recently wrote a reply: |
3 | 2 years 10 months ago | 57 | ![]() |
The Customer accepted the Disclosures and Consent and signed the Contract but left the Rider unsigned.
|
3 | 3 years 7 months ago | 37 | ![]() |
In the Transactions List on the Live Site I only see 5 Columns listed
Transaction name, Recipients, Last Updated, Status and Expiry Date
Is it possible to add other Columns and
|
1 | 3 years 9 months ago | 16 | ![]() |
Hi,
Is there are guidelines or recommendations for using eSign with PDF documents (and forms).
Lets say I have a claim form (with 50 fields) to be completed.
|
4 | 2 years 10 months ago | 185 | ![]() |
I was trying to figure out why the "Click to Sign" Box was showing up in the top left corner of the Document.
|
1 | 3 years 10 months ago | 22 | ![]() |
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