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I'm evaluating DocuSign esignature API (c# SDK) for an e-signature solution.

Our scenario is easy:

  • single PDF
  • multiple signers
  • each signer has its own signature form field defined in the PDF

Is there a way to map specific signature form field inside PDF to specific signer?

What we already tried:

  • Anchor text is working but it is cumbersome for our clients to position anchor text, changed its color so it is invisible. Also it is error-prone
  • TransformPdfFields somewhat working but as I understand it is all or nothing it transforms all form fields and all signature fields are mapped to single signer (am I wrong here?)

Thanks.

draxtor
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  • Please upvote all useful answers (including those to others' questions). Please accept/check the best answer for each of your questions. Thank you. – Larry K Feb 20 '20 at 16:38

1 Answers1

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With DocuSign, each field (SignHere fields, text input fields, etc) is owned by a specific signer or other recipient type. Fields are called tabs in the API.

At a schematic level, the object hierarchy is: enter image description here

There are multiple ways to map signHere tabs to different signers and locations in your documents:

  1. Use a template. You or your business person can create a template using the DocuSign web tool. Then your app can use the template id to create and send an envelope.

    The different signers are referred to as roles in the template. Eg customer signer 1, internal signer etc. Your app assigns specific names / emails to the roles when it creates the envelope.

  2. Assign the tabs (fields) to signers using the API. The tabs can be positioned using absolute locations or via anchor strings.

  3. Use an HTML document as your source documents. You can specify the tab locations in the HTML. See docs.

  4. Use a PDF Form as your source document. If you name the form's fields consistently then you can use the DocuSign composite templates feature to have the form's fields belong to different recipients/signers. I do not recommend this approach if you have control over the source documents. But if you are give PDF Forms as your source documents, you can make use of them.

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Larry K
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  • Thanks Larry I've already tried that and anchor string & absolute positioning are working, but they are hard to maintain. I'm interested in option 4 but it is not working. I'm using PdfTransformFields and TabLabel to map to signature form fields. – draxtor Feb 20 '20 at 15:28
  • If you're having trouble converting a PDF Form to DocuSign fields, please post a NEW question. Include your API call and info on the form's field names. – Larry K Feb 20 '20 at 16:37
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    Just want to add that I managed to do what I needed with Composite templates and PDF field transformation. I'll probably need to flat all other fields but signature one before signing but that's OK. Thanks Larry – draxtor Feb 22 '20 at 10:21