DocusignAPI - Sign here tabs

Question

I'm looking to integrate DocuSignAPI (using the .net library from Github) in our application. As the documents will be different, I'm looking into how I can add sign here tabs to different documents. I've looked at navigating to SenderViewUrl, but it needs authentication. Is there any recommended way to approach this?

Thanks

Answer 1

I had a similar goal. What worked for me was to start small by following the Quick Start step by step instructions here: https://www.docusign.com/developer-center/quick-start/first-api-call and then here: https://www.docusign.com/developer-center/quick-start/request-signatures

Their example API call does create a simple signature tab. The code fragment looks like this:

            "tabs": {
                "signHereTabs": [
                    {
                        "xPosition": "100",
                        "yPosition": "100",
                        "documentId": "1",
                        "pageNumber": "1"

I recommend you get their example code to work, and then build up other logic and features that you need for your application.

-Peter

Answer 2

Another solution is to use an anchor. When you define the tab, you can specify a text contained in the document where you want to add the tab. It is very useful when the document to sign is always different and so you do not know the x and y but it contains the same words where the user has to sign.

It can help also to use an invisible text for the anchors (white font color on white background). In this way it is easier to specify the anchors and add the signature in the exact position.

Please refer to:

Anchoring Tabs

Code Walkthrough _ Anchor Tabs