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N
nbennett25
Inspiring
July 6, 2015
Answered

Possible to edit document during send process?

  • July 6, 2015
  • 1 reply
  • 1354 views

Hello,

We're using the Echosign API v20 (SOAP version) to apply database values to editable fields in a template document, and then send it out to the signer. So far, so good.

However, we'd like to change the flow and have the document created in Echosign in a 'Draft' state, but still be able to edit the document (add/remove text blocks) in the Echosign interface before being sent manually to the signer.

Is this possible?

Thanks

This topic has been closed for replies.
Correct answer Rijul Raj Khurana

So is it not possible to modify the template itself, only the form fields?


Hello,

You cannot edit the content of template if that's what you want to modify.

Regards,

-Rijul

1 reply

R
Rijul Raj Khurana
Inspiring
July 7, 2015

Hello Nbennett25,

If you are looking to reach the preview page where you can edit/add the form fields ( correct me if I am wrong), then you can use sendDocumentInteractive method:

API Methods — Document eSignature Software — Adobe Document Cloud

In the last section as SendDocumentInteractiveOptions, you can set the authoring as true so that you can then reach the preview page directly with the url received in the response code.

-Rijul

N
nbennett25Author
Inspiring
July 7, 2015

Hi Rijul, thanks for the response. I was actually looking to modify the template itself at that point, after the fields had been merged, which I don't see any options for. Please let me know if this is possible.

Thanks

R
Rijul Raj Khurana
Inspiring
July 8, 2015

Hello,

If you are using library template key to pass it under File Info and looking to edit the form fields merged through default values, then it can be done in preview page itself with sendDocumentInteractive.

-Rijul

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