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important

TurnKey Lender box solution contains integration with only 1 signer - Customer. 

 Flow with several signers need to be customized.


To put place for Signature, signer's name or real date of sign to a document, User needs put corresponding tags to the template.


AdobeSign 

https://acrobat.adobe.com/us/en/sign.html

User can put any AdobeSign tag to a document template directly. No additional development is required.

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


AdobeSign 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


AdobeSign Text Tags


Service uses text tags in a following format:

{{Sig_es_:signer1:signature}}

{{Sig_es_:signer2:signature}}

NOTE: font size determines the size of 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

 SignNow 

Tags need to be defined in System. User can add only hard coded tags to a document.  


https://www.signnow.com/features/add-text-tags-to-the-document

https://docs.signnow.com/sn/ref/smart-fields/postdocumentdocumentidintegrationobjectsmartfields



Using roles in code:

https://github.com/signnow/SignNow.NETSDK


Radio button example (chose one from 2)

Account Type:   Saving      {{t:r;r:y;o:"Customer";rn:"Group_name";rv:"Saving";checked:0;}}

               Checking {{t:r;r:y;o:"Customer";rn:"Group_name";rv:"Checking";checked:0;}}





SignNow test credentials:

ClientID: f6be2be91def9facfafc3f34259a1a1d

Client secret: 8cf6b9ae59ec3b60c9090681f462bdfe

Account username: vpertsevyi@turnkey-lender.com

Account password: 123456789

URL: https://api-eval.signnow.com

SignNow 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 following format:

{{t:s;r:y;o:"Customer";w:100;h:15;}}

{{t:s;r:y;o:"CoApplicant";w:100;h:15;}}

Tag can be made as non-required:

{{t:s;r:n;o:"Customer";w:100;h:15;}}



ESignLive


This signature provider no more belongs to the Silanis company. Now the OneSpan owns this product.

ESignLive supports TextTags as well as mentioned above signature providers. It supports multiple signers and signature placeholders.

All documentation you can find by visiting this page:

https://community.onespan.com/documentation/onespan-sign/guides/feature-guides/developer/text-tag-extraction


ESignLive test credentials:


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


ESignLive 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 uses text tags in a 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, co-applicant will be added as a reviewer of the document - he can watch, but can't make a signature


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