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.
Related
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
I have create a html form that allows user response several questions, the html file is send to user, it open on a browser and is filled. But futhermore the user can add new sections of questions, add questions with its related checkboxes, delete section and questions, and delete initial images. I allow this interacttion with javascript and is working ok. But i want and i need achieve this functionality in a PDF document is that possible? what tecnology i must use? thank you very much for your time and help
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.
I want to make a editable PDF document – but I want to take it a step further.
Is it possible to create some editable fields on the first page where the user can put in personal information (name, age etc.) and have the document fill itself in where "name" is required?
I need this for some employment contracts and it would be alot faster if the user only needs to fill the information in once, print the PDF and sign it. :)
In PDF a single form field may have multiple widgets. By definition all these widgets have the same content.
E.g. have a look at thie sample document aFieldTwice.pdf. You see two fields. As soon as you edit one of them and press enter, the same content occurs in the other one.
This might be what you look for.
I am having a PDF form that saves the data and validate the data entered by user e.g. a client information PDF document that takes client data and when user click on send button, it must post the data to the web service that further process it or saves to database.
I am using Acrobat Professional for this. Can anyone help in this?
Acrobat and Adobe Reader can submit form data to any URL using a button on the document and the "Submit a Form" action or via Acrobat JavaScript (probably unnecessary). You just need something on the server to interpret the data. If you submit as HTML, the submission will look just like query parameters where the key names are the same as the names of the fields and the values, same as the field values without the formatting. To the server, it looks like it was submitted from a standard HTML form so just about anything you have will be able to work with the submission.
You need to use Acrobat Pro to add this button to the document but then Standard and Reader can use it.
See https://helpx.adobe.com/acrobat/using/setting-action-buttons-pdf-forms.html
You can also submit as FDF or XFDF, an XML(ish) expression of FDF, in which case you'll want to use something like the FDF Toolkit to read it but based on your question, I don't think you need to do that.
3rd party edit
Information from the linked page
FDF
Returns the user input without sending back the underlying PDF file.
You can select options to include Field Data, Comments, and
Incremental Changes To The PDF.
XFDF
Returns the user input as an XML file. You can include Comments with
the field data or just the field data.