We have a system that creates pre-filled PDF contracts that we then need to send to the customer for signature and also allow the customer to update fields that may contain erroneous information.
I have reviewed the API extensively and understand that I can use text tabs placed on the document to allow customer to edit those fields. However this approach is not replacing the value already on the PDF, rather writing over it. See attached screenshot of sample document: DocuSign Overwrite text field
What is the alternative or any tips on how to get around this issue will be highly appreciated.
Here is one workaround or option but I hope there is a better way
1) Instead of using the templating engine that generates this PDF, move this burden to Docusign. We can then use the text tabs within Docusign to pre-populate fields and leave it editable.
When you send a PDF with form fields DocuSign can convert those PDF form fields into DocuSign data tabs which I believe is the workaround you've mentioned. This is definitely the easiest approach and should work.
You can do a quick manual test by uploading a document into the DocuSign console (ie login to your account through the website) and if you feed it a PDF with form fields the system will ask if you'd like to convert them to DocuSign tabs. To achieve this through the API you can use the transformPdfFields property in the document object.
Related
I am building an integration for a client with the HelloWorks API. This is a service that allows you to create user-fillable PDF forms.
It appears that their product supports formatted/template strings/formula fields as outputs to the PDF files, as when
I create a Date field, it creates an output field with the following data:
#{format(:date, #field_XXXXX, "{0M}/{0D}/{YYYY}")}
However, I cannot find any kind of documentation as to what is the format of this template string/formula field.
In case anyone is still looking for an answer for this, this is what HelloWorks support team has to say.
As for documentation for the format, we do not have any documentation for that at this time and the ability to make those edits are going to be depreciated in the future as our product team wants to bring those capabilities to the portal without custom edits.
I need create documents from my software to api integration but I would like of mark the place of signature for client.
Its possible?
Sure, easy-peasy. When creating the DocuSign envelope, include a sign here tab with the create call. And use anchor text to tell DocuSign where the signature request should appear.
Here is the recipe. And here is example software that you can run on Heroku for free.
Note: in order to run the recipe on Heroku, you'll need a free developer account on DocuSign, plus a free integration key.
When creating envelopes in the DocuSign system there are generally three different methods for placing signature and other tabs.
Absolute (or fixed) positioning.
Relative positioning (aka Anchor Tags or Auto-Place).
PDF Form fields.
(1): With absolute positioning you can set the (x,y) coordinates of where you want to place tabs through your documents. You can set that manually by dragging and dropping through the DocuSign Website, or you can set those locations through the API. See Larry's API Recipes links.
(2): The anchor tagging (aka Auto-place) feature places tabs in your documents based on the actual document content itself. For instance, you can place a signature tab anywhere the text "Please Sign Here" is found in your document(s). However please note that it will place a signature tab for each and every instance of that string it finds, not just the first.
(3): The third option for placing tabs only work with non-flattened PDF files. If you have a PDF with form fields in it, DocuSign can read those fields and locations and place tabs there. This is easy and powerful, but of course only works with PDF files.
Learn more about all these option at the DocuSign Developer Center.
What I've found is that it will place a signature tab for every document in an envelope, even if the other documents are using a different server template.
I am using .net to integrate with DocuSign however I have a requirement to take a pdf/word/html file and send it via docusign but before add a few fields to the document. I believe adding the fields should be possibly from what I have read but I am unsure how to send the pdf / word / html file directly? Please note, I will not be using a template stored in DocuSign and filling in the fields.
Other question, if I do use a template, I see you can attach other documents but can I merge the template doc and my doc I am uploading into one or will it send two different files?
Thanks,
Alex
Yes what you want is to send a Signature Request on a Document (as opposed to on a Template) which is easy to do, you just need to make a multipart/form-data POST request. Have you gone through the DocuSign Developer Center and subsequently the API Tools page? One of the tools is the API Walkthroughs, which shows 9 of the most common API use cases, and you'll see that the 4th one (the middle left square) is titled "Request Signature on Document".
That code walkthrough shows in 6 different languages how to send a signature request on a local document- not sure what stack you're using since you didn't tag a language. You can copy the source for you're stack and fill in the variables (or mimic the code if your language is not listed) and that will request a signature on a document.
NOTE 1: These samples place one signature tab at location (100, 100) to just show how to use absolute positioning. You can alternatively use relative (or anchor) positioning, see Dev Center for more info.
NOTE 2: Most of the code samples send a PDF and therefore use a Content-Type of application/pdf. You will have to change that for your various document types.
To answer your question on if you can merge template documents with a local document(s) and send in one single request- Yes, you can use Composite Templates to accomplish that.
Is there a way to make this possible? At moment I can't see anything available to make this easier than develop a custom solution.
Display an editable Word document in a panel/iframe and also display editable SharePoint metadata in another panel/iframe.
Thanks
SkyDrive has an API, but my knowledge of this is limited. From what I know, the documents must be associated to an account to be viewed or shared - so space is limited to the default of 7GBs.
Okay, here's the deal. I am using C# with the Domino API. I have some rich text data that I want to insert into a lotus notes rich text field.
NotesDocument.ReplaceItemValue just inserts the text as is with no formatting.
NotesDocument.CreateRichTextItem gives me a NotesRichTextItem object that I can use for manually creating RichText (methods like AddNewLine() AddPageBreak() etc). But it does not have any kind of Parse method to get already formatted rich text data, which is what I need. I want my users to put whatever they want in there - so using the aforementioned methods is useless to me.
The NotesRichTextItem.Values object throws an error when I try to add a rich text formatted string.
So now, what do I do? I guess I'm pretty much screwed here, but hoping some genius will come up with a solution. Any help much appreciated.
Thanks guys!
PS - Inserting notes rich text data or HTML data would be fine. Either one would be just as good as long as it displays proper rich text in the document and not an unformatted string.
Well, I found an answer - it's not pretty, but it works! What I did was
Use the DXL Exporter to grab the xml
edit it (adding the rich text) and then
Delete the original document
Use the DXL importer to import the edited document
Voila! :-D
Thanks anyway for such a quick response :-)
Without knowing the details of your application, I'm not sure this would suffice. But you can store HTML as text within a Notes rich text field, and then in your Notes app display the field as "pass-through HTML". Downside is that you would not be able to do subsequent editing from the Notes client. Also, the HTML rendering engine within the Notes client is pretty poor, so you may not get anywhere near full fidelity.
If that doesn't meet your needs, you can always look into using the Notes C API (rather than the COM/API you are using). The lower level API does allow you to insert anything into a rich text field, but you will need to write the parser / converter yourself. Search for Composite Data (CD) records.
Here is a link to the API site: http://www14.software.ibm.com/webapp/download/nochargesearch.jsp?k=ALL&status=Active&q=Lotus+%22C+API%22
Does the API not provide you with access to the various rich text classes? Perhaps they could help? For example, there are classes for NotesRichTextStyle, NotesRichTextNavigator, NotesRichTextSection, NotesRichText, and so on and so forth.