A field is the object that bears the action to be performed by a participant. A field has a type which can be either:
signature(for a signature request by a physical person),visa(for a consultation request by a physical person),text(for a text field to be filled by the participant),label(for a read only text added by the transaction creator on a document),checkbox_group(for a group of checkboxes to be checked by the participant),checkbox(for a checkbox to be checked by the participant),radio_group(for a group of radio buttons to be checked by the participant),radiobutton(for a radio button to be checked by the participant),dropdown(for a dropdown list where the participant needs to select an option).image(for an image field where the participant needs to import an image file),signature_date(for a field that displays the date and hour when the participant signed the document),full_name(for a field that displays the participant full name),email(for a field that displays the participant email),company_name(for a field that displays the participant company name),job_title(for a field that displays the participant job title).
You can also add initials fields.
About image fields
You may need your participant to add an image (for example a company or entity logo) when processing the document. To do so, add an image field and assign a participant to it. The image imported by the participant must be a JPEG or PNG and size must not exceed 2MB.
Note that you can’t add image fields:
- on a document that has already been processed by a participant,
- on a document that already contains a signature (before being imported to the transaction).
Create an image field
To create an image field, send a request to POST /v1/transactions/{transaction_id}/documents/{document_id}/fields and pass image in the type argument.
You can set other optional arguments:
curl
https://api.universign.com/v1/transactions/tx_DwYGle91EQZA/documents/doc_4dn/fields \
-d type=image \
-d name=ImageField \
-d page=1 \
-d x=75 \
-d y=200 \
-d tooltip="Please add your company logo here."
name: The text field name.page: The page number on which you want to position the text field.anchor: The PDF anchor (a string in the document) underneath which the field is automatically positioned.x: The text field horizontal coordinate on the document page (in pixels).y: The text field vertical coordinate on the document page (in pixels).copy_from: Use to copy the field. Expected value is the ID of the field you want to copy. This creates a new field with no position on the document. Do not pass if you pass themove_fromargumentmove_from: Use to move a field to another document. Expected value is the ID of the field you want to move. Do not pass if you pass thecopy_fromargument.tooltip: Tooltips about the image the participant needs to add to the document during signature process. Set only if field type istextorimage. Max 100 characters.required: Whether the participant must fill the image field or not. Set only if field type istext,imageordropdown. Default value istrue.
For more details about positioning a field using an anchor, visit Create a signature field with a position on a document page.
The API response returns a field object.
{
"id" : "fld_yXr",
"name" : "ImageField",
"type" : "image",
"position" : {
"page" : 2,
"x" : 77,
"y" : 400,
"width" : 123,
"height" : 95
},
"built_in" : false,
"updatable" : true,
"deletable" : false,
"tooltip" : "Please add your company logo here.",
"required" : true
}
Update a text field
To update a text field, send a request to POST /v1/transactions/{transaction_id}/documents/{document_id}/fields/{field_id}.
curl
https://api.universign.com/v1/transactions/tx_DwYGle91EQZA/documents/doc_4dn/fields/fld_DL4x \
-d type=image \
-d name=UpdatedImageField \
-d page=2 \
-d x=75 \
-d y=200 \
-d tooltip="Please add your entity logo here." \
-d required=false
The API response returns a field sub-object as it was last updated.
{
"id" : "fld_DL4x",
"name" : "UpdatedImageField",
"position" : {
"page" : 2,
"x" : 75,
"y" : 200,
"width" : 200,
"height" : 19
},
"built_in" : false,
"updatable" : true,
"deletable" : true,
"max_length" : 27,
"tooltip" : "Please add your entity logo here.",
"required" : false,
"font_size" : 12,
"type" : "text"
}
