Embedded signing with prefilled data
Hi guys, we want to embed the signing of a document in our page, but are struggling to figure out the proper steps, I have a few options I've been testing, if you can help me with any/all of them, that would be great.
Option 1 - BEST CASE - Templates
Configure template (with fields) via UI => Send prefilled fields & Generate signing URL for embedding via API
Doing this with email-based signing works flawlessly:
Writer
Get Started. Write Away!
Option 1 - BEST CASE - Templates
Configure template (with fields) via UI => Send prefilled fields & Generate signing URL for embedding via API
Doing this with email-based signing works flawlessly:
/api/v1/templates/${templateId}/createdocument with quicksend=true
But I'm not sure if it support or there is an equivalent for embedding
Option 2 - GOOD CASE - Automatic fields
Push the pdf with field tags via API => Send prefilled fields & Generate signing URL for embedding via API
Trying a document creation with tags works for signer 1
/api/v1/requests But I can't find how to do the equivalent for the "prefilled by you" recipient, as we need to prefill some data.
Ideally, option 1 would be supported, as we don't have to upload a file each time (traffic costs + latency), and can configure the fields much faster with the UI, but option 2 would be a decent solution, there is still the option to do it completely manually, as in, without automatic fields or templates, but that one will be very hard to maintain.
Trying a document creation with tags works for signer 1
/api/v1/requests But I can't find how to do the equivalent for the "prefilled by you" recipient, as we need to prefill some data.
Ideally, option 1 would be supported, as we don't have to upload a file each time (traffic costs + latency), and can configure the fields much faster with the UI, but option 2 would be a decent solution, there is still the option to do it completely manually, as in, without automatic fields or templates, but that one will be very hard to maintain.
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