I am sending documents for signature from salesforce using DocuSign. I am having an issue with aligning the tag - \s1\, \t1\, \d1\ on the document.
My understanding is Docusign will replace tags automatically for specific signers to sign. But they are off by few pixels and come over the line marked in the document.
could anyone tell me how i could configure sure that the user don't enter details over the line on the document but above the line.
Thanks in advance for the response.
Getting proper tag placement with anchor text usually takes some trial and error -- i.e., testing DocuSign tag placement based upon various positions of the anchor text strings (\s1\,\t1\, \d1\, etc.) that you put in your document(s).
One tip: If you're creating your documents (i.e., adding the anchor text strings) with Word or something similar, putting each anchor text string inside a textbox (with no textbox borders) is a good way to give you more finite control over tag placement -- because you can move the textbox wherever you want to, regardless of where underlying text exists in the document. For example, here's a screenshot from Word where I've added an **\s1** tag inside a textbox, and placed it precisely where I want it over the signature line:
If I sent this document through DocuSign and thought the Signature tag was placed lower than I wanted it to be, I'd just edit the document to move the textbox up a few pixels (without affecting the signature line placement itself), and then re-test.
Related
I am trying to write a DocuSign integration where a customer uploads a PDF file and sends it to a list of signees. The customer should not have to place the right amount of anchors in the document. Instead, a new page (or several pages if necessary) for signatures should be added to the document automatically, with one signature box per signee. I want to avoid modifying the PDF myself. Is there any way DocuSign can do this for me?
The easiest and best way to do this would be to utilize anchor strings, which you've mentioned above that you would rather not do. Normally under these circumstances I'd recommend using a template, however you've indicated that you want the customer to be able to upload the PDF, correct?
The issue there comes down to document dimensions. If you were using a template, the coordinates for a tab would be stored in the template and be applied automatically. If your customer is supplying a PDF, you don't have a guarantee on how small or large the page dimensions will be. IE: An image taken with a Retina display vs. a 6MP camera would be like a Post-It Note vs. a calendar. The remaining option would be to find a standard set of coordinates that would work. For example, when a customer upload a new PDF always have a signature or initial tab applied at x/y: 0,0 so it will always appear at the top left.
Alternatively, what we would normally recommend is that the customer add in a unique identifier like /signer1signature/, then apply the tab via anchor string where it will be applied at every instance, even if it's a single instance hidden on the signature line.
I'm using DocuSign REST API v.2 and I've seen that for each document to be signed there is the attribute ApplyAnchorTabs, but I haven't found informations about its use; I have set it both 'true' and 'false' but the result is always the same.
What is the meaning of ApplyAnchorTabs ?
Thanks
When you add a new document to an envelope, you can decide if you want your pre-defined anchor-tabs to be applied to it. So You could have an envelope with multiple documents and only some of them use the anchor tabs.
Anchor tabs are strings that are used to determine where tabs (signing elements) are positions. So you can position them either using X/Y coordinates or using strings that you find in the document to help you place them.
I am adding the recipient from my application, but to add the anchors, I have to give all the dimensions on the document, which is not good, if the document changes.
every tab has to be associated with a recipient.
What you can do in a template is leave the recipient information empty, just name it (we call this a "role") and then add tags (with anchor string) for this placeholder. Later you decide what is the real recipient name/email.
Hope that helps.
We've set up our template to include signature blocks and we're able to send the recipient's name and email address with the envelope. These recipients appear in the recipient list and when you sign in to DocuSign you're able to select one of the recipients from the list and position it appropriately.
We're looking at removing this manual step so that we can say, for example, the first signature we send across in the envelope corresponds to signature block one in our template and the second to the second as so on.
When we create the signature blocks in our template we can assign roles and the DocuSign documentation suggests that if we send a role across with the envelope we should be able to achieve the automatic positioning that we're after.
What we're wondering is whether we can also do this with the recipient id rather than the role?
There are multiple ways to position tabs (signature blocks) for recipients.
One approach is to specific x/y coordinates where the tab should be located inside the document (also specify page #)
Another approach is to use AnchorTags which is specific text that the tab (or tag) would be located in. This can be used with white-on-white text in the document, that could be invisible to the signer but allows the tag to be placed there. This can also be a real part of the document (like 'Date:') and you can specify an offset to improve your positioning.
Read more how to use AnchorTags in the API here - https://developers.docusign.com/esign-soap-api/reference/sending-group/using-anchor-tags
I am using embeded signing and I have noticed that the checkbox's are in different locations at different stages.
I can either make it look correct while doing embeded signing... the check mark is centered in the box, or I can make it so that the check marks (X's) are properly centered in the summary pdf.
However I do not know how to consistently get the check marks to align in both the embeded interface, or the pdf summary...
anyone solve this?
This is not the answer you're hoping for but -- unfortunately, there are not separate settings to specify the location of a form field during signing versus on the completed document (PDF). You only get one opportunity to specify a field's location (during the Create Envelope process), and DocuSign then automatically determines location of the field in the completed document (PDF) -- presumably using the same coordinates that you specified during the "Create Envelope" process, although not always exact (as you've discovered with the checkbox element).
So, the best advice I can offer is to always verify placement of fields BOTH in the signing view AND in the completed view -- and then use trial and error to specify field location in a way that produces best overall results across both views.