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Assign signer to specific signature form field


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

Our scenario is easy:

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

What we already tried:

Thanks.


Solution

  • 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.