I have a dynamic pdf which I want to use for DocuSign and thus needs to be static. I cannot simply make use of the print as pdf function as I still want to use the interactive fields within the pdf.
I Tried to use Adobe AEM Forms Designer to save the document as static. But solely the first page of the form is saved.
Regarding your concern, I would like to share the following information, you can learn about PDF form field transformation. It enables you to transform PDF form fields automatically into DocuSign tabs, carrying over all of their existing values. The locations of the created tabs will match the locations of the fields from which they were generated.
To transform PDF form fields into DocuSign tabs, you need to set the transformPdfFields property on the documents whose fields you want to transform.
https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/pdf-transform/
https://www.docusign.com/blog/developers/the-trenches-pdf-form-field-transformation
Best Regards,
Eric | DocuSign
Related
i've got another question about the PDFBox. Is it possible to creating new pdf's templates on our webpage and saving it?
Well something like - I want to create PDF document with specific fields as administrator on web page. I have fields which I want to fill by my restrictions and when I saving it i want to "LOCK" fields which i filled.
I hope it's clear.
I am sending a document to DocuSign (via byte array) in a Composite Template with multiple signers. DocuSign is recognizing the fields and everything is working perfectly.
However, I need to be able make some of these PDF form fields required. Is there a way to accomplish this? Is there something I can add to the form field itself that DocuSign will recognize and make it required?
All of the fields that show up are optional...
Also, lets say there are 4 checkboxes, and I need one of them to be checked. Is there a way to edit the PDF form fields so that will DocuSign will enforce this?
I would need to be able to make fields required for some signers and not required for others.
I know there are ways to do this within the DocuSign Template Panel, (depicted here) but I need my app to write various fields on the PDF before I send it to DocuSign. So going this "Template" route isn't an option.
Thanks for the help.
I need to be able make some of these PDF form fields required.
You can set the form field as required in your Pdf document. When Docusign transforms those form fields(transformPdfFields=true), the 'required' property is inherited
Also, lets say there are 4 checkboxes, and I need one of them to be checked. Is there a way to edit the PDF form fields so that will DocuSign will enforce this?
In your Pdf form, you can use the radio button group to accomplish this. Docusign will honor the radio button group after the document is uploaded.
I would need to be able to make fields required for some signers and not required for others.
In Docusign, You can either make a field required for a single signer or all signers.
You can use the updateTabs api to set additional tab behavior after the envelope is created.
We would like to generate a PDF without using the existing "PDF" button, but we would like to add our own button that gets a custom template and generates a document filled by the data in the form.
Which Orbeon API we can use for this purpose? This API will get the form id and the PDF template and will generate the document.
The API should give us the possibility to :
Map data to the PDF.
Save the PDF in a given directory.
Sdd some changes to the PDF like adding an image and save the document (this will be our custom code).
Download the PDF after process.
What you're looking for sounds very much like Orbeon Forms' PDF template feature. With Form Runner, you can add your own buttons to the form, and those buttons can have their own label and "logic". The latter is defined in a process, which is a sequence of actions. One of those actions is send(), which as its name implies, "sends" some information related to the form to a service you provide.
You can configure that action to send a PDF generated by "filling" a PDF template with the data entered by users in the form by using send(content = "pdf"). You can find more about this in the documentation for the send() action.
I have a few documents that all look the same initially, but then have different content in the middle of the document.
Is there a way to make a base template pdf, and then tell a pdf to use it as the base and then add additional template data to the result.
i.e. like a modular class system.
I am using pdf, adobe acrobat pro DC, and its Prepare Form component.
and I am usign Itext to read the template and then populate the data into a final pdf.
please remove tag if this is not related to itext, but i wondered if there was an option within itext to pull a template and then add the contents from another template.
the answer seems to be use livecycle designer for dynamic tempaltes.
or wait for itexts new dynamic forms.
We want to do the following:
1) upload 2 to 100 or so PDFs per day
2) have two people digitally sign each individual PDF
2a) The first signature needs to be a "certifying signature" - with certifying rights allowing one additional signature in the pdf
From a simple test of the system, it appears the process is - via the UI:
1) Upload the pdfs via the browser
1a) with the browser UI "place" signatures (Position etc.) in the PDFs (can be 100)
2a) First Person Signs the Batch of PDFs and sends the Batch to a recipient.
2b) The recipient signs and "sends them back"
Manually putting in signature fields in 100 PDF documents per day is quite a Task. Out PDFs can be generated with Signature form fields.
Can the Docusign System find specific form fields and use those for specific users - to fill in a digital signature?
Is this possible/and better done with the API? Is there a example or document that describes this somewhere?
I'm new to this System, so this/these question(s) might be completely naive.
Same underlying document is being sent (eg an order form)
If the pdfs are different versions of the same form or document then you use a template. Eg, if the documents are contracts being sent for approval to different people, then they are all the same underlying "contract document," but with different values for customer, dates, etc.
Easiest is to first "tag" the document using a template via the web interface, then use the same template for the subsequent documents. When you upload a new document, DocuSign will also automatically suggest which of your template matches the new document, saving additional steps.
If you have just a couple of different underlying documents then you'd create a matching set of templates. Since a matching template is suggested when the user uploads a doc, it means that the end users only have to tag ad hoc documents that they are sending or when a document format changes.
Documents that vary
For these cases, using a template with Anchor Text Tabs works well. An Anchor Text Tab tells the tab (eg a "Signature" tab) that, rather than being placed at a specific page and x/y co-ordinates, the tab should instead look for specific text in the document. So you create a template with an Anchor Text Tab that will look for the string "Sign here:" the tab will then place itself nearby (you can give the x and y offsets from the text.)
Anchor Text Tabs can also look for text that is "invisible" on the page (same color as the background). So you can change your docs to include invisible strings which will enable the Anchor Text Tabs to find their correct locations on the pages.
API All of the above can be done via the API. Since templates are often just created when a new document is set up, you may want to create the template using the web UI. Then, using the API, select which specific template should be applied to the doc that you've uploaded with the API.