How to prepare a document for signing and sending requests?
#Step 1: Uploading/Importing a document/Template
After logging in on Digio Platform, click on the NEW button.
There are 2 options to upload a document:
Upload Document
This will allow users to upload document in below formats:
JPG
PNG
BMP
PDF
TXT
JSON
Once uploaded, you can view the draft document in PREVIEW mode. There, users will also have the option to:
Request Sign
Download
Password Protect
Edit in Editor
Convert to template
This upload document is added to drafts.
Upload Template
This will allow users to upload document in below formats:
PDF
Once uploaded, you can view the draft document in PREVIEW mode and Assign Signers on the same by clicking the Assign Signers button.
Assign Signers view will allow users to choose signers for the document (optional) along with the sign type and whether signing for that individual is optional or not. Please Note: This remains an optional step for flexibility.
Once the user clicks on Next, he/she will move the Variable Assignment view.
The Import option is available for templates only and is covered under the DigiDocs
#Step 2: Defining signers and signature position on the template
Users first need to open the selected document in the PDF editor.
They can enter details of the Signatories in the panel.
This is a mandatory step in this case to send sign requests to the users.
Mandatory details like:
Name
Customer Identifier(for sending requests)
And optional details like:
Sign By Date
Signature Type
Send Reminder in
Sequential signing
Attaching eStamp(from inventory)
Post Signing Email Receivers
Optional Message to be sent to the user with the request can be set here.
Users can assign Signature Box to the document by clicking on the Signature component in the left panel in the Editor.
On the right panel users can see the signature positions on all the pages of the document along with the option to see Sign Coordinates.
They can also click on the Show Sign Coordinates option to see the coordinates of the signature box.
For the added Signature box, users can:
In case of multiple signers on the document, choose the signer for the location, by clicking on the drop down option against the Signature Block.
Choose to replicate the signature box on the same location on the different pages of the document.
Choose to remove signatures on all pages of the document.
Users can add stamp/seal on the document either by creating the stamp or selecting from the stamp library
Clicking on the stamp/seal types will allow the user to create their custom stamp/seal.
The stamp/seal are of 2 types:
Circular
Rectangular
Users can add images on the document either by uploading or choosing from the image library.
Add Image option will open a pop up where users can drag and drop images or choose to upload the same from the local file system.
Upload file will allow users to upload images in the below formats:
JPG
PNG
BMP
It is recommended to have the image sizes below 5mb. If the overall document size exceeds 25mb, the image size needs to be reduced.
Once the uploaded image is selected from the library, the mouse pointer can be used to choose where the image needs to be placed on the document.
Once the image is placed, users can choose to change size of the image by:
Maintaining aspect ratio(Change height and width will change as per aspect ratio)
Without maintaining the aspect ratio(change both height and width separately)
Users can add a text field to fill/add information on the document by choosing from different text size options or choose from the predefined text library.
Selected text size will allow users to place the textbox, from the mouse pointer, on the document.
Once placed they can enter the desired text in chosen font size(or change the same using the size option in right panel)
The text can also be made Bold, Italic or Underlined.
Users can also choose text colors using the color palette(available on click of black color box)
The custom textbox can also be stored for future use in the text library.
Users can choose to mask content on the document from the mask option.
By default the mask will be in white and will appear as a box with the mouse pointer to be placed on the desired text.
Users can also change the mask color by clicking on the white box in the right panel.
All sent requests can be viewed under the Sent section of the Documents tab. Users can also view the status of these requests in the dashboard itself along with options to :
Preview (Document)
Initiate Biometric based signing(Available only for Pending Documents)
Cancel Sent request(Available only for Pending Documents)
Download (Document)
Password Protect (Document)
Email Copy and Audit Trail (Available only for Signed Documents)
Delete
Resend Request(Available only for Pending Documents)
Dashboard also has the option to see all Received requests. The below operations can be performed on the same:
Upload sample .pdf document on which coordinates need to be mapped oauth
Select "View coordinates" from dropdown Options
Add "Signature Box"
Drag to reposition and Stretch to resize
Add as many signatures per page as required
Scroll down to the respective page where you want to add a signature box
Click "View Coordinates"
Copy the sample code along with coordinates
Refer to the below example and edit accordingly.
{"0":{ --> <replace it with signer 1 email/mobile>
"1":[ --> Position of sign on page 1 for signer 1{"llx":90.12,"lly":236,"urx":259.71,"ury":298}],"2":[ --> Position of sign on page 2 for signer 1{"llx":40.59,"lly":780.87,"urx":200.9,"ury":821.44}]},"1":{ --> <replace it with signer 2 email/mobile>
"1":[ --> Position of sign on page 1 for signer 2{"llx":339.17,"lly":238,"urx":501,"ury":301}],"2":[ --> Position of sign on page 2 for signer 2{"llx":205.98,"lly":735.24,"urx":366.29,"ury":775.8}]}}