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titleHow to use the SOAP or REST Interface, Testing and Tools?

eSignAnyWhere offers you an SOAP and a REST interface. It uses authentication and XML for the datastructures. See our API documentation for the basic information about our interfaces. Most programming languages offer you simple SOAP/REST interfaces moreover for the beginning you may start with SoapUI, a webservice testing tool.

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titleCustomization: How can I customize the eSignAnyWhere UI?

There are two possibilities to customize the UI

  • eSignAnyWhere UI for Signers: you can customize it by changing the template
  • eSignAnyWhere UI for Users (Backoffice): this can just be done in a private cloud instance or on premise. For more information contact us.

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titleCustomization: How can I customize emails and languages?
You can configure email templates and languages for your eSignAnyWhere signers. It may also helpful if you have a look in the user guide settings section.


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titleAPI: Where do I find a guide for the envelope and workstep XML?
There is an envelope XML guide available.


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titleAPI: Can I prefill PDF Forms?

You can prefill PDF form field with values via API. The following API methods are supported:

  • SendEnvelope_v1
  • SendEnvelopeFromTemplate_v1
  • CreateDraft_v1
  • CreateDraftFromTemplate_v1

XML Configuration for prefill PDF forms:

Code Block
languagexml
themeEclipse
<envelope>
   ...
   <overrideFormFieldValues>
      <document docRef="1">
         <textBox name="formId">
            <value>textBoxValue</value>
         </textBox>
         <listBox name="formId">
            <selectedItems>
               <selectedItemId>selectedItem1</selectedItemId>
               <selectedItemId>selectedItem2</selectedItemId>
            </selectedItems>
         </listBox>
         <radioButtonGroup name="formId">
            <selectedItemId>selectedItem</selectedItemId>
         </radioButtonGroup>
         <checkBox name="formId">
            <isChecked>true|false|0|1</isChecked>
         </checkBox>
         <comboBox name="formId">
            <value>comboBoxValue</value>
         </comboBox>
      </document>
   </overrideFormFieldValues>
   ...
</envelope>


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titleAPI / Integration: Set a reading task, so that the signer has to confirm the reading
You can define a reading task, so that the signer has to confirm the reading of the envelope. Details about the configuration you find in the Reading Task Guide.


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titleAPI / Integration: Can I store Meta data in the envelopes

Yes, you can store your own meta data in the envelopes.

Code Block
languagexml
themeEclipse
<envelope>
   <metaData>
      <element>custom data</element>
   </metaData>
</envelope>

The metaData element allows you to store additional, non-eSAW-data (e.g. for archiving) directly in the envelope. You can retrieve this information via getEnvelopeById call. An example of metaData is to store data for the archiving system in the envelope. The callback-integrating solution then can download the files (PDF & Audit-Trail) and store them directly in the archive.

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titleIntegration: Custom callbacks on specific events
If you want to get a callback on specific events, e.g. when a signer rejects the agreement, you can use the following guide.


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titleDocuments: How are PDF and PDF/A document types handled by eSignAnyWhere?
If you upload a PDF/A document to eSignAnyWhere it stays through the workflow a PDF/A valid document. If you are starting with a non-PDF/A document, the final document will be also a non-PDF/A document.

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titleDocuments: Is there a simple placeholder for signature fields in documents?

Yes, you may use our SigStrings to place signature fields in documents. You just have to type a string (the simplest version: `sig`) in the document and eSignAnyWhere is placing a signature field for you automatically. Here you get more information about our placeholders.

If you want to use more complex tags (e.g. for form fields, radio buttons, etc.) you may be interested in our advanced tags. This can be found in our Advanced User Guide Placeholder Use Case and moreover a look into the PrepareSendEnvelopeSteps_v1 function. This function can be helpful for integrations. There is a How To use Advanced Tags Guide also available.


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titleAdobe Reader says that documents are not valid signed
This is typically caused by an outdated Adobe Reader with not update-to-date certificates. Please install a new version or perform an update of the certificates (Settings > Trust Manager > Update AATL/EUTL).

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