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TurnKey Lender box solution contains integration with only 1 signer - Customer. Flow with several signers need to be customized. |
To put place for To define the place for the Signature, signer's name, or real date of sign to a document, User needs put corresponding tags to the template.
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the agreement execution, provider-specific templates have to be used. This article describes the available Document signing integrations and relevant settings.
Adobe EchoSign
https://acrobat.adobe.com/us/en/sign.html
User You can put any AdobeSign tag to into a document template directly. No additional development is required.
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AdobeSign sandbox credentials:
Website: https://secure.na3.adobesign.com/public/login
login: yorlov@turnkey-lender.com
password: SignatureTest1
API Key: 3AAABLblqZhB6lD9Fyej0C9vM9K325_Q9aGCDEbL4At8yQ9gqKkdpQbYULR-obXr3XuAFapZxLM55r3zJXqS67VKC6728bfl8
Document Description is displayed in email as document name and as the welcome message after the signer enters signature link
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Adobe EchoSign Signer Roles
In AdobeSign, each signer is identified with a unique role ID.
The role IDs should be the following:
signer1 - for the borrower user
signer2 - for the co-applicant user
These role IDs must be used when preparing document templates for AdobeSign
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Adobe EchoSign Text Tags
Service uses text tags in a the following format:
{{Sig_es_:signer1:signature}}
{{Sig_es_:signer2:signature}}
NOTE: The font size determines the size of the signing field. The larger font - the larger field for signing.
If text tags are not defined in the document, signature placeholders will be placed at the bottom of the last page
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SignNow
Tags need to be defined in the System. User Users can add only hard-coded tags to a document.
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https://docs.signnow.com/sn/ref/smart-fields/postdocumentdocumentidintegrationobjectsmartfields
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Using roles in code:
https://github.com/signnow/SignNow.NETSDK
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Radio button example
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Account Type: Saving
Saving {{t:r;r:y;o:"Customer";rn:"Group_name";rv:"Saving";checked:0;}}
Checking Checking {{t:r;r:y;o:"Customer";rn:"Group_name";rv:"Checking";checked:0;}}
SignNow
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ClientID: f6be2be91def9facfafc3f34259a1a1d
Client secret: 8cf6b9ae59ec3b60c9090681f462bdfe
Account username: vpertsevyi@turnkey-lender.com
Account password: 123456789
URL: https://api-eval.signnow.com
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Signer Roles
In SignNow, each signer is identified with a unique role ID.
The role IDs should be the following:
Customer - for the borrower user
CoApplicant - for the co-applicant user
These role IDs must be used when preparing document templates for SignNow
SignNow Text Tags
Service uses text tags in a the following format:
For signature:
{{t:s;r:y;o:"Customer";w:100;h:15;}}
{{t:s;r:y;o:"CoApplicant";w:100;h:15;}}
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The tag can be made as non-required:
{{t:s;r:n;o:"Customer";w:100;h:15;}}
For date:
{{t:t;r:y;o:"Customer";l:"Date";}}
To change SignNow date/time format, validator should be added to the date tag. Sample Text Tags for a specific date format:
Format | Text Tags (with validator) |
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European Format (dd/mm/yyyy) |
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European Format (dd/mm/yy) |
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Time Only (HH:MM) |
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Written Format (MON DD, YYYY) |
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Written Format (DD-MON-YYYY) |
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Date and Time (MM/DD/YYYY HH:MM:SS) |
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ESignLive
This signature provider no more longer belongs to the Silanis company. Now the OneSpan owns this product. ESignLive supports TextTags as well as the mentioned above signature providers. It supports multiple signers and signature placeholders. All documentation you can find by visiting this is available on the page: https://community.onespan.com/documentation/onespan-sign/guides/feature-guides/developer/text-tag-extraction
ESignLive
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URL: https://sandbox.esignlive.com
API Key: eEo4d1Y0WUhWTDBTOmo5TXNWaElXNk1JWQ==
Document Name and Package Name can't contain whitespaces.
Package name is used in email message like this:
Oleksandra Kyrychenko has added you as a Signer to "PackageNameEsl"
ESignLive website credentials:
Website: https://sandbox.esignlive.com/login
login: isotnyk@turnkey-lender.com
password: SignatureTest1
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Signer Roles
In ESignLive, each signer is identified with a unique role ID.
The role IDs should be the following:
Signer1 - for the borrower user
Signer2 - for the co-applicant user
These role IDs must be used when preparing document templates for ESignLive
ESignLive Text Tags
Service The service uses text tags in a the following format:
{{esl:Signer1:capture:offset(0,-20),size(150,40)}}
{{esl:Signer2:capture:offset(0,-20),size(150,40)}}
If text tags are not defined in the document, signature placeholders will be placed at the top of the first page.
If text tags are defined for the borrower, but are not defined for the co-applicant, the co-applicant will be added as a reviewer of the document - he can watch, but can't make a signature
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