How I set the signature area in a custom way - docusignapi

I'm using the API to set the signature area. Right now with the acnhorString I can set the area based on this text. Up to here everything ok.
But I need to do this with existing PDF document and have no opportunity to edit or put place holder text/pdf field. Thus how can we dynamically position the tab (signature field) at desired position.
I was following this documentation ->
https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create/
https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/auto-place/
https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/

If you do this instead:
documentId : "1",
pageNumber : "1",
xPosition : "100",
yPosition : "100"
You can place it by picking the document, page and exact pixel position.

Related

Docusign SDK error in placing "sign_here" tabs in particular document

I am using python SDK version 3.3 and I am trying to place tabs using anchor string. My use case is sending multiple documents through a single envelope to multiple recipients.
For recipient 1, the anchor string in document 1 is (let us say) “Sign here” and anchor string in document 2 is “Assessee”.
For recipient 2, the anchor string in document 2 is “Sign here”.
Now when I am anchoring tabs, I am passing the recipient id , document id and the anchor string, I even tried by parsing the page number. Docusign seems to be searching for anchor string across all the documents.
For example: I get a error message saying “Assessee” is not found, but I specifically mentioned "Assessee" for document 2. What am I missing here? Please help
----- Snippet -----
sign_here1 = docusign.SignHere(anchor_string='Sign here',
recipient_id='1',
document_id= '1',
anchor_units='inches',
anchor_y_offset='0.6',
anchor_x_offset='0.5',
anchor_ignore_if_not_present=False
)
sign_here2 = docusign.SignHere(anchor_string='Assessee',
recipient_id='1',
document_id= '2',
anchor_units='inches',
anchor_y_offset='0.6',
anchor_x_offset='0.5',
anchor_ignore_if_not_present=False
)
sign_here3 = docusign.SignHere(anchor_string='Sign here: ',
recipient_id='2',
document_id= '2',
anchor_units='inches',
anchor_y_offset='0.6',
anchor_x_offset='0.5',
anchor_ignore_if_not_present=False
)
----- Error message -----
"errorCode":"ANCHOR_TAB_STRING_NOT_FOUND","message":"The specified Anchor Tab string was not found in the document. Anchor Tab String \"Assessee\" not found."This is the output, I recieve. But I have mentioned only document_id '2' in sign_here2
Your code has :
anchor_string='Assessee'
This means DocuSign scans the document and looks for this word. If the word cannot be found - this tab cannot be placed.
The idea of an anchor string is to find how to place the tab based on some text, a few characters, a word or something in the document.
Since, you also have x_position and y_position, maybe you misunderstood how tab positioning work? you typically have one or the other.
there's an offset you can use for the anchor, but that's different that x_position.
Try to just remove the anchor_string and see what happens.

Custom formatting of a field in Sharepoint List

I have a sharepoint list. One of the fields in it(called DocNumber) is the document number including version. It will look like this ESI-1234-1.0
Basically the rule is, it should start with the text ESI-, then a number, followed by another hipen(-), followed by version number, then a dot(.), and a subversion number
How do i write the 'Column validation' for this. I'm using Sharepoint Online(365 I guess), so there's a placeholder in field level settings to write this formula. I searched online but the syntax is so difficult that I'm finding it hard to customize the formula -
I need something like this, but i don't want to indicate position because the numbers there could be of any length(its a serial number, currently we are at 1600, so we should support 1 to 5 digits atleast and version could be any number from 1 to 99)
=AND(
IF(ISERROR(FIND("ESI-",DocNumber,1)),FALSE,(FIND("ESI-",DocNumber)=1)),
IF(ISERROR(FIND("-",DocNumber,4)),FALSE,(FIND("-",DocNumber,4)=4)))
Thankyou for your help!
In the formula property of column You may use JSON structure like this:
{
"elmType": "div",
"txtContent": {
"operator": "+",
"operands": [
"ESI-",
"[$ID]",
"-",
"[$_UIVersionString]"
]
}
}
here we make a custom view in a div HTML element with text inside. The Text is static string "ESI-" then we add ID column then we add "-" then we add version number column as string
the result should be something like this
... I hope this will be of any help

How can I search the special characters in Solr

I'm used Solr 6.6.2
I need to search the special characters and highlight it in Solr,
But it does not work,
my data :
[
{
"id" : "test1",
"title" : "test1# title C# ",
"dynamic_s": 5
},
{
"id" : "test2",
"title" : "test2 title C#",
"dynamic_s": 10
},
{
"id" : "test3",
"title" : "test3 title",
"dynamic_s": 0
}
]
When I search "C#",
Then it will just response like this "test1# title C# ",
It just highlights "C" this word...and "#" will not searching and highlight.
How can I make the search and highlight work for special characters?
The StandardTokenizer splits tokens on special characters, meaning that # will split the content into separate tokens - the first token will be C - and that's what's being highlighted. You'll probably get the exact same result if you just search for C.
The tokenization process will make your tokens end up being test2 title C .
Using a field type with a WhitespaceTokenizer that only splits on whitespace will probably be a better choice for this exact use case, but it's impossible to say if that'll be a good match for your regular search behavior (i.e. if you actually want to match 'C' to `C-99' etc., splitting by those characters can be needed). But - you can use a specific field for highlighting, and that fields analysis chain will be used to determine what to highlight. And you can ask for both the original and the more specific field to be highlighted, and then use the best result in your frontend application.

How to position 'Signature tab' using Docusign such that it does not overlap with 'Anchor String'

1) I am currently using Anchor Tagging in my application.
2) The tab definition I am using is as follows
"tabs": {
"signHereTabs": [{
"anchorString": "Please Sign Here:",
"anchorXOffset": "1",
"anchorYOffset": "0",
"anchorIgnoreIfNotPresent": "false",
"anchorUnits": "inches"
}]
}
3) Given that 'anchorXOffset' is always computed from starting point of the 'Anchor string', I am currently facing an issue in which the Anchor string is getting overlapped by the signature tab.
4) This means that depending on the 'font size' of my 'anchor string' the 'signature tag' may or may not overlap the 'anchor string'
5) QUESTION : Is there any way such that 'anchorXOffset' is computed from end point of the 'anchor string'?
If Not, is there any way where we can place the 'signature tab' dynamically with respect to the 'Anchor string', such that the font size of the 'anchor string' does not affect the positioning of 'signature tab' and 'anchor string' is not overlapped by the 'signature tab'?
DocuSign doesn't know the layout or font sizes of the source documents, so the answer to your question is no.
What I'd suggest is that you place the anchor string directly adjacent to the label for the tag. That way if the font size of the label string is changed, the anchor string will be re-positioned too.
I realize that since the anchor string is invisible to the casual source document owner, they might mess up the anchor string when updating the document.
Another solution is to first make the source documents using PDF Form fields. The form fields can then be converted to tags. But using Acrobat or similar to create/manage the source documents is obviously more difficult and expensive than using Word or similar.

Signature tags within pdf?

I am evaluating Docusign API to automate document signing process.
I see that we need to add Tabs, Anchor tags and provide with the X,Y coordinates/offsets to place the signatures. Is there a easier way to do this. I was wondering if I can add embed this information within my document so that recipient can see this while signing.
Really appreciate any advice.
Thanks
N
With the DocuSign API you have two main methods of positioning your Stick-eTabs. One method is through Absolute positioning, where you use X and Y coordinates to place your tabs at specific locations on the document(s). The other method is through Relative or Anchor Based positioning, where tab placement is based on actual document content.
For instance, you could use Absolute positioning to place a signature tab at a location 200 pixels to the right, and 100 pixels down from the top left of the document using the following (partial) JSON body:
"tabs": {
"signHereTabs": [
{
"xPosition": "200",
"yPosition": "100",
"documentId": "1",
"pageNumber": "1",
}
]
}
On the other hand, if you wanted to use Relative positioning you can actually place any tab at a location based on document content. For instance, if you had the text "Please Sign Here" somewhere in your document, you can place any tag right on or near this text very easily. You could place a signature tab 1 inch to the right, or an initial tab 5 pixels to the left and 10 pixels down, or a date tab 1 cm up and 2 cms to the right, for example. To do this you could use the following JSON to define your tab(s):
"tabs": {
"signHereTabs": [
{
"anchorString": "Please Sign Here:",
"anchorXOffset": "1",
"anchorYOffset": "0",
"anchorIgnoreIfNotPresent": "false",
"anchorUnits": "inches"
}
]
}
The above example would place a signature tab 1 inch to the right and at the same height as the text "Please Sign Here". One common approach that many developers take here is to embed content into the documents themselves such as the string \s1 for example. They additionally set the font color to the same color as the background where the string is placed (usually white) and this in turn makes the string \s1 invisible so that the recipient only sees the DocuSign tab at this location. For more information on this and absolute vs. relative tagging please read the Tab Positioning page on the Stick-eTabs features section.

Resources