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This tutorial shows you how to define hyperlinks on your document with the API.

In case you want to send a document with one to many URLs to other websites it could be better for the recipient to just click on the links and another tab in the browser opens with the correct website instead of continuously copy paste the links to open them.

To define hyperlinks on the document you have to do the following steps:

  • Upload a document (PDF) -> You can use this one: Test.pdf
  • Configure the hyperlink(s) in the workstep configuration
  • Send the envelope

After uploading the document you now have to configure the hyperlink(s) in the workstep configuration.

Generally you can define the following settings for links:

  • Id
  • DocRefNumber
  • PositionPage
  • Uri (target link)
  • Position (x and y)
  • Size (height and width)

You can find a sample configuration of two hyperlinks in the following section:

"HyperLinks": [
		{
		"Id": "c238bd01-78ca-4958-a6dc-957fed629aa0",
		"DocRefNumber": 1,
		"PositionPage": 1,
	        "Uri": "https://www.esignanywhere.net/",
			"Position": {
				"PositionX": 346.0,
				"PositionY": 707.0
				   },
			 "Size": {
				"Height": 15.0,
				"Width": 152.0
				 }
				},
				{
		"Id": "667f0c4b-4e2c-4aa8-b401-f5c5963ca314",
		"DocRefNumber": 1,
		"PositionPage": 1,
		"Uri": "https://demo.xyzmo.com/",
			"Position": {
				"PositionX": 302.0,
				"PositionY": 663.0
				    },
		        "Size": {
			        "Height": 15.0,
				"Width": 119.0
				 }
				}
			],
<HyperLink id="someId1">
      <positionPage>1</positionPage>
      <DocRefNumber>1</DocRefNumber>
      <positionX>346.0</positionX>
      <positionY>707.0</positionY>
      <width>152.0</width>
      <height>15.0</height>
      <Uri>https://www.esignanywhere.net/</Uri>
    </HyperLink>
    <HyperLink id="someId2">
      <positionPage>1</positionPage>
      <DocRefNumber>1</DocRefNumber>
      <positionX>302.0</positionX>
      <positionY>663.0</positionY>
      <width>119.0</width>
      <height>15.0</height>
      <Uri>https://demo.xyzmo.com/</Uri>
    </HyperLink>

A complete workstep configuration with two hyperlinks can be found in the next section:

Please replace the placeholders ##…## with your email address and your name.

{
  "SspFileIds": [
    "##FileId##"
  ],
  "SendEnvelopeDescription": {
 
  
  "Name": "test",
  "EmailSubject": "Please sign the enclosed envelope",
  "EmailBody": "Dear #RecipientFirstName# #RecipientLastName#\n\n#PersonalMessage#\n\nPlease sign the envelope #EnvelopeName#\n\nEnvelope will expire at #ExpirationDate#",
  "DisplayedEmailSender": "",
  "EnableReminders": true,
  "FirstReminderDayAmount": 5,
  "RecurrentReminderDayAmount": 3,
  "BeforeExpirationDayAmount": 3,
  "DaysUntilExpire": 28,
  "CallbackUrl": "",
  "StatusUpdateCallbackUrl": "",
  "Steps": [
    {
      "OrderIndex": 1,
      "Recipients": [
        {
          "Email": "##EMAIL##",
          "FirstName": "##NAME##",
          "LastName": "##NAME##",
          "LanguageCode": "en",
          "EmailBodyExtra": "",
          "DisableEmail": false,
          "AddAndroidAppLink": false,
          "AddIosAppLink": false,
          "AddWindowsAppLink": false,
          "AllowDelegation": true,
          "AllowAccessFinishedWorkstep": false,
          "SkipExternalDataValidation": false,
          "AuthenticationMethods": []
        }
      ],
      "EmailBodyExtra": "",
      "RecipientType": "Signer",
      "WorkstepConfiguration": {
        "WorkstepLabel": "test",
        "SmallTextZoomFactorPercent": 100,
        "FinishAction": {
          "ServerActions": [],
          "ClientActions": []
        },
        "ReceiverInformation": {
          "UserInformation": {
            "FirstName": "##NAME##",
            "LastName": "##NAME##",
            "EMail": "##EMAIL##"
          },
          "TransactionCodePushPluginData": []
        },
        "SenderInformation": {
          "UserInformation": {
            "FirstName": "##NAME##",
            "LastName": "##NAME##",
            "EMail": "##EMAIL##"
          }
        },
        "TransactionCodeConfigurations": [
          {
            "Id": "smsAuthTransactionCodeId",
            "HashAlgorithmIdentifier": "Sha256",
            "Texts": [
             
            ]
          }
        ],
        "SignatureConfigurations": [],
        "ViewerPreferences": {
          "FinishWorkstepOnOpen": false,
          "VisibleAreaOptions": {
            "AllowedDomain": "*",
            "Enabled": false
          }
        },
        "ResourceUris": {
          "DelegationUri": "http://beta4.testlab.xyzmo.com//Resource/Delegate",
          "SignatureImagesUri": "http://beta4.testlab.xyzmo.com//Resource/SignatureImages/?link=1TaH1SF291vorf60lEYDFbY~UTJ3w~9b~Idf~~9goGeM4QZ7CEWq6~dzLXgGqkAnX"
        },
        "AuditingToolsConfiguration": {
          "WriteAuditTrail": false,
          "NotificationConfiguration": {}
        },
        "Policy": {
          "GeneralPolicies": {
            "AllowSaveDocument": true,
            "AllowSaveAuditTrail": true,
            "AllowRotatingPages": false,
            "AllowEmailDocument": true,
            "AllowPrintDocument": true,
            "AllowFinishWorkstep": true,
            "AllowRejectWorkstep": true,
            "AllowRejectWorkstepDelegation": true,
            "AllowUndoLastAction": false,
            "AllowAdhocPdfAttachments": false,
            "AllowAdhocSignatures": false,
            "AllowAdhocStampings": false,
            "AllowAdhocFreeHandAnnotations": false,
            "AllowAdhocTypewriterAnnotations": false,
            "AllowAdhocPictureAnnotations": false,
            "AllowAdhocPdfPageAppending": false
          },
          "WorkstepTasks": {
            "PictureAnnotationMinResolution": 0,
            "PictureAnnotationMaxResolution": 0,
            "PictureAnnotationColorDepth": "Color16M",
            "SequenceMode": "NoSequenceEnforced",
            "PositionUnits": "PdfUnits",
            "ReferenceCorner": "Lower_Left",
            "Tasks": [
              {
                "Texts": [
                  {
                    "Language": "*",
                    "Value": "Signature Disclosure Text"
                  },
                  {
                    "Language": "en",
                    "Value": "Signature Disclosure Text"
                  }
                ],
                "Headings": [
                  {
                    "Language": "*",
                    "Value": "Signature Disclosure Subject"
                  },
                  {
                    "Language": "en",
                    "Value": "Signature Disclosure Subject"
                  }
                ],
                "IsRequired": false,
                "Id": "ra",
                "DisplayName": "ra",
                "DocRefNumber": 1,
                "DiscriminatorType": "Agreements"
              }
            ]
          }
        },
        "Navigation": {
          "HyperLinks": [
          	 {
              "Id": "c238bd01-78ca-4958-a6dc-957fed629aa0",
              "DocRefNumber": 1,
              "PositionPage": 1,
              "Uri": "https://www.esignanywhere.net/",
              "Position": {
                "PositionX": 346.0,
                "PositionY": 707.0
              },
              "Size": {
                "Height": 15.0,
                "Width": 152.0
              }
            },
            {
              "Id": "667f0c4b-4e2c-4aa8-b401-f5c5963ca314",
              "DocRefNumber": 1,
              "PositionPage": 1,
              "Uri": "https://demo.xyzmo.com/",
              "Position": {
                "PositionX": 302.0,
                "PositionY": 663.0
              },
              "Size": {
                "Height": 15.0,
                "Width": 119.0
              }
            }
            ],
          "Links": [],
          "LinkTargets": []
        }
      },
      "DocumentOptions": [
        {
          "DocumentReference": "1",
          "IsHidden": false
        }
      ],
      "UseDefaultAgreements": true
    },
    {
      "OrderIndex": 2,
      "Recipients": [
        {
          "Email": "##EMAIL##",
          "FirstName": "##NAME##",
          "LastName": "##NAME##",
          "LanguageCode": "en",
          "EmailBodyExtra": "",
          "DisableEmail": false,
          "AddAndroidAppLink": false,
          "AddIosAppLink": false,
          "AddWindowsAppLink": false,
          "AllowDelegation": false,
          "SkipExternalDataValidation": false,
          "AuthenticationMethods": []
        }
      ],
      "EmailBodyExtra": "",
      "RecipientType": "Cc",
      "DocumentOptions": [],
      "UseDefaultAgreements": false
    }
  ],
  "AddFormFields": {
    "Forms": {
      "1": [
        {
          "Value": "",
          "MaxLength": -1,
          "IsMultiline": false,
          "IsPassword": false,
          "IsComb": false,
          "TextColor": "0, 0, 0",
          "FontSize": 11.0,
          "FontName": "Times New Roman",
          "Bold": false,
          "Italic": false,
          "TextAlign": "Left",
          "Name": "TextBox_fc2759f5-b1f5-968f-4d3e-c17e168ec5a3",
          "ReadOnly": false,
          "Required": false,
          "X": 302.0,
          "Y": 663.0,
          "Width": 119.0,
          "Height": 15.0,
          "Page": 1,
          "DiscriminatorType": "AddTextBoxFormFieldDescriptor"
        }
      ]
    }
  },
  "OverrideFormFieldValues": {
    "Forms": {}
  },
  "AttachSignedDocumentsToEnvelopeLog": false
}
}
<envelope>
  <name>test</name>
  <eMailSubject>Please sign the enclosed envelope</eMailSubject>
  <eMailBody>Dear #RecipientFirstName# #RecipientLastName#

#PersonalMessage#

Please sign the envelope #EnvelopeName#

Envelope will expire at #ExpirationDate#</eMailBody>
  <enableReminders>true</enableReminders>
  <firstReminderDayAmount>5</firstReminderDayAmount>
  <recurrentReminderDayAmount>3</recurrentReminderDayAmount>
  <beforeExpirationReminderDayAmount>3</beforeExpirationReminderDayAmount>
  <daysUntilExpire>28</daysUntilExpire>
  <callbackUrl></callbackUrl>
  <statusUpdateCallbackUrl></statusUpdateCallbackUrl>
  <displayedEmailSender></displayedEmailSender>
  <steps>
    <step>
      <emailBodyExtra></emailBodyExtra>
      <orderIndex>1</orderIndex>
      <recipientType>Signer</recipientType>
      <useDefaultAgreements>true</useDefaultAgreements>
      <documentOptions>
        <documentOption docRef="1">
          <isHidden>false</isHidden>
        </documentOption>
      </documentOptions>
      <workstepConfiguration skipThirdPartyChecks="0">
        <WorkstepLabel>test</WorkstepLabel>
        <SmallTextZoomFactorPercent>100</SmallTextZoomFactorPercent>
        <WorkstepTimeToLiveInMinutes>44650</WorkstepTimeToLiveInMinutes>
        <AbsoluteExpiryDate>2020-03-24T13:27:20.2098963Z</AbsoluteExpiryDate>
        <FinishAction />
        <ViewerPreferences>
          <SendVisibleArea allowedDomain="*">0</SendVisibleArea>
          <FinishWorkstepOnOpen>0</FinishWorkstepOnOpen>
        </ViewerPreferences>
        <Policy version="1.1.0.0">
          <AdhocPolicies>
            <AllowModificationsAfterSignature>1</AllowModificationsAfterSignature>
          </AdhocPolicies>
          <GeneralPolicies>
            <AllowAdhocFreeHandAnnotations>0</AllowAdhocFreeHandAnnotations>
            <AllowAdhocPdfAttachments>0</AllowAdhocPdfAttachments>
            <AllowAdhocPdfPageAppending>0</AllowAdhocPdfPageAppending>
            <AllowAdhocPictureAnnotations>0</AllowAdhocPictureAnnotations>
            <AllowAdhocSignatures>0</AllowAdhocSignatures>
            <AllowAdhocStampings>0</AllowAdhocStampings>
            <AllowAdhocTypewriterAnnotations>0</AllowAdhocTypewriterAnnotations>
            <AllowEmailDocument>1</AllowEmailDocument>
            <AllowFinishWorkstep>1</AllowFinishWorkstep>
            <AllowPrintDocument>1</AllowPrintDocument>
            <AllowRejectWorkstep>1</AllowRejectWorkstep>
            <AllowSaveAuditTrail>1</AllowSaveAuditTrail>
            <AllowSaveDocument>1</AllowSaveDocument>
            <AllowUndoLastAction>0</AllowUndoLastAction>
            <AllowRotatingPages>0</AllowRotatingPages>
            <AllowRejectWorkstepDelegation>1</AllowRejectWorkstepDelegation>
          </GeneralPolicies>
          <WorkstepTasks originalSequenceMode="NoSequenceEnforced" SequenceMode="NoSequenceEnforced">
            <Task id="ra" type="ReadAgreement" displayName="ra" />
          </WorkstepTasks>
        </Policy>
        
        <Navigation>
         <HyperLink id="someId1">
      <positionPage>1</positionPage>
      <DocRefNumber>1</DocRefNumber>
      <positionX>346.0</positionX>
      <positionY>707.0</positionY>
      <width>152.0</width>
      <height>15.0</height>
      <Uri>https://www.esignanywhere.net/</Uri>
    </HyperLink>
    <HyperLink id="someId2">
      <positionPage>1</positionPage>
      <DocRefNumber>1</DocRefNumber>
      <positionX>302.0</positionX>
      <positionY>663.0</positionY>
      <width>119.0</width>
      <height>15.0</height>
      <Uri>https://demo.xyzmo.com/</Uri>
    </HyperLink>
     </Navigation>
        <timeCreated>2020-03-24T13:17:20.1786453Z</timeCreated>
        <TransactionCodeConfigurations>
    <TransactionCodeConfiguration trConfId="smsAuthTransactionCodeId">
    </TransactionCodeConfiguration>
  </TransactionCodeConfigurations>
        <receiverInformation>
          <userInformation>
            <firstName>##NAME##</firstName>
            <lastName>##NAME##</lastName>
            <eMail>##EMAIL##</eMail>
          </userInformation>
          <showNamirialDisposableDisclaimer>1</showNamirialDisposableDisclaimer>
        </receiverInformation>
        <senderInformation>
          <userInformation>
            <firstName>##NAME##</firstName>
            <lastName>##NAME##</lastName>
            <eMail>##EMAIL##</eMail>
          </userInformation>
        </senderInformation>
        <pdfForms isEditingAllowed="0" />
        <TypewriterAnnotationTaskInfo />
        <attachmentFields />
        <signatureTemplate>
          <version>1.2.0.2</version>
          <positionReferenceCorner>Lower_Left</positionReferenceCorner>
          <positionUnits>PdfUnits</positionUnits>
        </signatureTemplate>
        <AuditingToolsConfiguration WriteAuditTrail="0">
          <NotificationConfiguration />
        </AuditingToolsConfiguration>
        <resourceUris>
          <delegationUri>http://beta4.testlab.xyzmo.com//Resource/Delegate</delegationUri>
        </resourceUris>
        <LoggingMetaInformation>
          <envelopeId>078c05fe-1338-4a82-bffb-8dc6fc8061fd</envelopeId>
          <envelopeRecipientId>b3881936-cdee-4048-b731-eda3dec88112</envelopeRecipientId>
        </LoggingMetaInformation>
        <Agreements>
          <text language="*">Signature Disclosure Text</text>
          <heading language="*">Signature Disclosure Subject</heading>
          <text language="en">Signature Disclosure Text</text>
          <heading language="en">Signature Disclosure Subject</heading>
        </Agreements>
      </workstepConfiguration>
      <recipients>
        <recipient>
          <eMail>##EMAIL##</eMail>
          <emailBodyExtra></emailBodyExtra>
          <firstName>##NAME##</firstName>
          <lastName>##NAME##</lastName>
          <languageCode>en</languageCode>
          <disableEmail>false</disableEmail>
          <skipExternalDataValidation>false</skipExternalDataValidation>
          <addAndroidAppLink>false</addAndroidAppLink>
          <addIosAppLink>false</addIosAppLink>
          <addWindowsAppLink>false</addWindowsAppLink>
          <allowDelegation>true</allowDelegation>
          <allowAccessFinishedWorkstep>false</allowAccessFinishedWorkstep>
          <authentications />
        </recipient>
      </recipients>
    </step>
    <step>
      <emailBodyExtra></emailBodyExtra>
      <orderIndex>2</orderIndex>
      <recipientType>Cc</recipientType>
      <useDefaultAgreements>false</useDefaultAgreements>
      <recipients>
        <recipient>
          <eMail>##EMAIL##</eMail>
          <emailBodyExtra></emailBodyExtra>
          <firstName>##NAME##</firstName>
          <lastName>##NAME##</lastName>
          <languageCode>en</languageCode>
          <disableEmail>false</disableEmail>
          <skipExternalDataValidation>false</skipExternalDataValidation>
          <addAndroidAppLink>false</addAndroidAppLink>
          <addIosAppLink>false</addIosAppLink>
          <addWindowsAppLink>false</addWindowsAppLink>
          <allowDelegation>false</allowDelegation>
          <authentications />
        </recipient>
      </recipients>
    </step>
  </steps>
  <attachSignedDocumentsToEnvelopeLog>false</attachSignedDocumentsToEnvelopeLog>
</envelope>


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