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:
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.
Topic Participants
rsd_raul
Rajkiran RV
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