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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.
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.

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0 votes
Thank 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?

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I 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");
eslClient.SendPackage(CurrentPackageId);

Reply to: Getting a new Error: No Role found for signer email

0 votes
I 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(“yyyyMMdd”)) .WithSenderInfo(SenderInfoBuilder.NewSenderInfo(ltfEmail)) .DescribedAs(SOF) .ExpiresOn(ExpirationDate) .WithSigner(SignerBuilder.NewSignerWithEmail(GetEmail) .WithCustomId(PreOrderId.ToString()) .WithFirstName(GetFirstName) .WithLastName(GetLastName) .WithTitle(“Signer”) .WithCustomId("Signer")

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In a previous thread called "General Question on eSign and PDF forms" I recently wrote a reply:

3 2 years 3 months ago 42
The Customer accepted the Disclosures and Consent and signed the Contract but left the Rider unsigned.
3 3 years ago 31
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 3 months ago 13
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 4 months ago 139
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 3 months ago 19

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