This topic contains 1 reply, has 2 voices, and was last updated by  Duo_Liang 2 weeks, 6 days ago.

  • Author
    Posts
  • Participant
    gtawaf
    Newbie
    Member since: 09.08.2018
    Number of posts: 6

    Hello,
    Our Sales Department needs to be able to add contracts without any development interactions.
    We will have a pre set roles e.x sales, customer.
    We would like to be able to let sales user be able to upload a pdf and select where each role needs to sign (on our site), the exact sales user and customer will be determined later.

    This will be a template.

    How can that be achieved?

    Thanks

    Keymaster
    Duo_Liang
    Guru
    Member since: 14.06.2018
    Number of posts: 290

    Score

    0

    Hi Gamal,

    Thanks for your posting! I think the easiest way to achieve this is using Designer View which can be embedded in an iFrame exactly like the design page in Web Portal and works both on usual transactions and templates. You can
    (1)create the package, upload documents and select role placeholders on your own side
    (2)generate a Designer Session and combine into the designer URL https://sandbox.esignlive.com/auth?senderAuthenticationToken={senderToken}&target=https://sandbox.esignlive.com/a/transaction/{packageId}/designer
    (3)embed that url into an iFrame and sales finished the design

    Otherwise if you don’t want to use Designer Page, you can develop the front end page on your own site, show the flattened PDF pages to your sales, grab the X-Y coordinates they want to put the signature and update the templates programmatically.

    Hope this could help you!
    Duo


    Duo Liang
    OneSpan Junior Technical Evangelist
    • This reply was modified 2 weeks, 6 days ago by  Duo_Liang.

You must be logged in to reply to this topic.