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I'm trying to implement the functionality, where users need to sign documents within the application process instead of sending a document to user for eSignature.

I used Adobe Sign API(using trail account) to achieve this and was able to create a widget and get the embedded code to display the document in the HTML page successfully.

But, while creating the widget I wanted to prefill the form fields and set field as read-only(first_name, address etc) in the document. I'm not able to access/customize form filed.

steps, I followed to achieve this.

  • Create transientDocument using Form(4506_T). POST - /transientDocuments
  • Create a widget using transientDocumentId. POST - /widgets
  • Get embeddedCode in the widget views call response. POST /widgets/{widgetId}/views

But there is something called mergeFieldInfo in create widget model in (API- v5). It'll help to set a default value but there is no attribute to set field as read-only.

I have searched about this in Adobe forums but cannot find the solution.

*API version I have tried- V6

ramganesh
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2 Answers2

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To make field read-only and prefilling fields with value.

First, we have to customize our PDF template before creating transient document. After creating transient document, We can set field value using mergeFieldInfo in create widget API.

  1. Customize our pdf form field using Adobe Sign - Creating Forms within Acrobat

  2. To prefill data using the text tag Adobe Sign text tag

ramganesh
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Here is my solution

  • You can create a Web Form/Widget in Adobe Sign with a meaningful field names and pre-fill those field values in url as parameters
  • Steps
    • In the field properties, check the Read only and Default value may come from url checkboxes, Refer this screenshot https://i.stack.imgur.com/aqSqs.png
      • NOTE : Field Type should be Text Input
    • Save the web form, you will get the widget url
    • Assume your web form url look like this
https://secure.in1.adobesign.com/public/esignWidget?wid=CBF2s*
  • Add your parameters
    • The start of the parameters are identified by adding a hash (pound, #) symbol at the end of the web form URL.
    • Then add the parameters in the format of {field_name}={value} Example URL with one parameter
https://secure.na1.echosign.com/public/esignWidget?wid=CBF2s*#Branch_Office=San Jose #621
  • Multiple values are added by inserting an ampersand (&) between field values. Example URL with two parameters
https://secure.na1.echosign.com/public/esignWidget?wid=CBF2s*#Branch_Office=San Jose #621&Emp_ID=429939
  • Once all of the field=value pairs are added to the URL, copy the full string and paste it into your browser, the web form will render with the fields populated

Check Official Documentation for reference : https://helpx.adobe.com/in/sign/using/web-forms.html

Visnu
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