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Is it possible to pass a pre-filled PDF into or with the usage of a template? That way we can use the template for signature placement but use our filling services to fill the rest of the data.

We have a template (in sandbox, id "M9fYtj_6L0MKQSYfQ3vAahQn6E8="). I've followed the documentation to attach signers.

We have 3 roles: Insured, SalesAgent, BankAccountOwner.

We have a client that requests a lot of changes to their PDFs, so we've decided to move from pixel-perfect C# signature placements (hand coded), to templates.

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Reply to: Moving from code managed signature placement to Templates

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Thank you, I see it now.

A followup question:

Up until now (with all packages / signatures managed in CODE), we've been able to create a package, and attach multiple documents to it (illustrations, applications, etc..) as needed.

Now that we have a template, the only way to use it in code is one for one (1 package = 1 template). Is there no way to attach multiple templates to a package for signing?

Scenario:

We have Illustrations and Needs Analysis that are dynamically generated (IE code managed doc builders)

We have static applications for Life, Annuity, and Final expense that we are moving to templates because they are static.

Our thought was to create a template per static document (Life template, Annuity template, Final expense template), then, when creating our package, we would attach everything needed (whether dynamic or templated) for one package.

But this doesn't seem to be supported. As far as I can tell, we would have to send out a package per template, and then one combined package for the dynamically generated things. Is this correct? Or is there a better way?


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Topics Replies Freshness Views Users

Is it possible to pass a pre-filled PDF into or with the usage of a template? That way we can use the template for signature placement but use our filling services to fill the rest of the data.

4 1 month 3 weeks ago 52

We have a template (in sandbox, id "M9fYtj_6L0MKQSYfQ3vAahQn6E8="). I've followed the documentation to attach signers.

We have 3 roles: Insured, SalesAgent, BankAccountOwner.

2 2 months 1 week ago 35

We have a client that requests a lot of changes to their PDFs, so we've decided to move from pixel-perfect C# signature placements (hand coded), to templates.

4 2 months 1 week ago 33

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