E-sign with tags or coordinates or both

To configure the signing of a document that was either configured with FintechOS' Digital Documents Processor or a document generated externally by a bank of insurance company, it is possible to sign it by placing a tag or with coordinates or both on a PDF file by creating a request in two ways:

  • in FinetchOs directly using workflow library FTOSServices by calling the getWorkstepUrl
  • by calling the url in Azure directly without going to FintechOS.

Using workflow library FTOSServices

The request can look like this:

Copy
{
  "Authentication": {
    "Username": "john.smith@company.com",
    "Key": "72b2f349-b5c7-4df7-847d-efd8a7f4a6c4"
  },
  "SignedDocumentName": "signedContract",
  "WorkstepConfigs": [
    {
      "SignatureTag": "#esaw#",
      "SignatureType": "1",
      "SignatureCoordinates": [{
        "FileName": "testR_fa303a83-6f33-49d5-b747-f4bcd2aed258_09dfefbd-296d-4247-aa1b-b4811a557632.pdf",
        "PageNumber": 1,
        "X": 225.23,
        "Y": 225.23 
    }],
      "SignatureTypeTemplate": "",
      "Recipient": {
        "LanguageCode": "RO",
        "Email": "example@mail.com",
        "FirstName": "John",
        "LastName": "Doe",
        "CountryResidence": "RO",
        "PhoneMobile": "07000000000",
        "DocumentType": "CI",
        "DocumentIssuedBy": "RO",
        "SocialSecurityNumber": "19000000000",
        "DocumentExpiryDate": "2050-01-01",
        "DocumentIssuedOn": "2010-01-01",
        "DocumentNumber": "XYZ000000"
      },
      "ClientActionUrl": "https://www.google.ro",
      "SmsText": "<TransactionCodeConfiguration trConfId='disposableCertificateEnrolAndSignSmsText' language='ro'><Message>Prin acest cod iti exprimi acordul pentru semnarea documentului prin intermediul certificarii digitale,codul tranzactiei: {tId}</Message><hashAlgorithmIdentifier>Sha256</hashAlgorithmIdentifier></TransactionCodeConfiguration>",
      "ClickMsg": "Click pt semnare",
      "Order": 1,
      "SignatureProperties": {
        "Width": 120.0,
        "Height": 80.0
      },
      "SubTaskList":[{
          "Id":"ann1",
          "DisplayName":"Anotare display",
          "AdditionalInfo":"Anotare ann",
          "TextConfig":{
              "DocRefNumber":1,
              "PageNumber":1,
              "TextAlign":"Left",
              "PositionX":"100",
            "PositionY":"100",
            "Editable":"0",
            "DefaultText":"##ClientTime##",
            "Format":"dd/MM/yyyy",
            "FontId":"FtosFontId1"
        
          }
      }]
    },
    {
      "SignatureTag": "#esawo#",
      "SignatureType": "1",
      "SignatureCoordinates": [{
        "FileName": "testFileName.pdf",
        "PageNumber": 1,
        "X": 325.15,
        "Y": 325.15 
    }],
      "Recipient": {
        "LanguageCode": "RO",
        "Email": "example@mail.com",
        "FirstName": "John",
        "LastName": "Doe",
        "CountryResidence": "RO",
        "PhoneMobile": "07000000000",
        "DocumentType": "CI",
        "DocumentIssuedBy": "RO",
        "SocialSecurityNumber": "19000000000",
        "DocumentExpiryDate": "2050-01-01",
        "DocumentIssuedOn": "2010-01-01",
        "DocumentNumber": "XYZ000000"
      },
      "ClickMsg": "Apasa aici",
      "ClientActionUrl": "https://showcase.fintech-os.com/dcs",
      "SmsText": "<TransactionCodeConfiguration trConfId='disposableCertificateEnrolAndSignSmsText' language='ro'><Message>Prin acest cod iti exprimi acordul pentru semnarea documentului prin intermediul certificarii digitale,codul tranzactiei: {tId}</Message><hashAlgorithmIdentifier>Sha256</hashAlgorithmIdentifier></TransactionCodeConfiguration>",
      "Order": 2,
      "SignatureProperties": {
        "Width": 120.0,
        "Height": 80.0
      }
    }
  ],
  "Files": [
    {
      "Name": "testFileName.pdf",
      "FtosFile": "[{\"Name\":\"test.pdf\",\"RealName\":\"test.pdf\"}]",
      "Base64Content": "base64StringWithTheFile"
    }
  ]
}
 

In order to correctly identity where we are adding the signature via coordinates, the SigntureCoordinates object contains:

  • FileName: this needs to be the same as the Name property of the file in the Files array of the given request
  • PageNumber: the number of the page on which we wish to add the signature in the chosen file
  • X and Y: coordinates of where to put the signature. The 0,0 coordinate of the file is in the bottom left corner. The X and Y are the coordinates that start from the bottom left corner of the PDF file.