peterzog's account

Thank you for the very fast response. I am new to OneSpan and learning rapidly. 

I tried changing the status to sent and I get the following error:

"messageKey":"error.validation.sendPackage.noApprovals","message":"Cannot send package without approvals.","code":400,"name":"Validation Error"}

Do I need to contact support to enable Text Extraction in my org? I saw you mentioned that in another post.

Here is what I am testing:

         OneSpanSDK sdk = new OneSpanSDK();
         
        //Create package
        OneSpanAPIObjects.Package_x pkg = new OneSpanAPIObjects.Package_x();
        pkg.name = 'Test Text Tags - ' + Datetime.now().format();
        pkg.autocomplete = true;
        pkg.due = System.now().addDays(7);
        pkg.status = OneSpanAPIObjects.PackageStatus.SENT;
        
        //Create Roles
        String roleId1 = 'signer1';
        OneSpanAPIObjects.Role role1 = new OneSpanAPIObjects.Role();
        role1.signers = sdk.createRolesSigner('sigenr1_firstname', 'signer1_lastname', '[email protected]', 'CEO', 'ABC Bank');
        role1.id = roleId1;
        role1.name = roleId1;
        pkg.roles = new List<OneSpanAPIObjects.Role>{role1};    //add role

        
        //Prepare Documents Blob
        String document1Name = 'Sample_Text_Tag';
        StaticResource sr = [SELECT Id, Body FROM StaticResource WHERE Name = 'sample_contract' LIMIT 1];
        Map<String,Blob> documentBlobMap = new Map<String,Blob>();
        documentBlobMap.put(document1Name, sr.Body);
         
        //Create Document Metadata
        OneSpanAPIObjects.Document document1 = new OneSpanAPIObjects.Document();
        document1.name = document1Name;
        document1.id = document1Name;
        document1.extract = true;
        OneSpanAPIObjects.Data data_x = new OneSpanAPIObjects.Data();
        data_x.ese_document_texttag_extract_needed = '1';
        data_x.esl_doc_extract_type = '1';
        document1.data = data_x;
        pkg.documents = new List<OneSpanAPIObjects.Document>{document1};    //add document
        
        
        //Send package One Step
        String packageId = sdk.createPackage(pkg,documentBlobMap);
        System.debug('PackageId: ' + packageId);

Thank you. This is helpful.  I might ping the support team about enabling that feature.

I have been working with Word docs up to this point.  It seems like PDFs may be better for field placement given that fields are a native feature.  I am experimenting and looking for the easiest / most scalable method to tag signatures, input fields and text placement.

Thank you. I really appreciate your help today, Duo.  Great customer service!

Field injection is working great! Thank you for sending the guide.  I was able to merge several values into the document and send for signature via the APEX SDK. Very, very powerful!

We are evaluating the APEX integration path versus SFDC connector. In theory, the convention/field mapping feature should also be able to merge Salesforce data onto a document right? I am not having success with that.  I have set up a convention with a field mapping record that I want to merge the account name into the same e-sign field on my PDF. 

On my PDF I have a field named CompanyName (same field that the field injection pattern is using)

My field mapping looks like this:

My transaction looks like this:

Thanks for the quick start! Regarding the APEX SDK approach, I'd am trying to make a dynamic framework via a custom object/record that represents each form for us.

1) CALL: Create DRAFT Package

2) CALL (4x): Create 4 roles via 4 separate calls (dynamic)

3) CALL: Query for document, assign 4 approval to the 4 roles respectively, link fields to approval, approvals to document and document to package

4) CALL: Send Document

If that makes sense (I would not be surprised if I am not making sense), is that possible?  Or do I need to do a position transaction in a single call?

Peter