- 18 Nov 2024
- 17 Minutes à lire
- SombreLumière
- PDF
Using Text Anchors
- Mis à jour le 18 Nov 2024
- 17 Minutes à lire
- SombreLumière
- PDF
Java SDK.NET SDKREST APIAPEX SDK
Java SDK
To download the full code sample see our Code Share site. The PDF used in this guide can be found here.
Text anchors allow you to position a field or signature based on the text in your document.
Text Anchor Parameters
The following table provides a brief description of every parameter that can be passed when building your text anchors. Note the following:
Text anchors are case-sensitive, and thus when using text anchor, the search is performed in a case sensitive fashion.
If a parameter is not specified, the default value below will be used.
Parameter | Description | Required | Default Value |
---|---|---|---|
Anchor Text | The exact string that will be searched for in your document. | Yes | Not applicable |
Anchor Point | The corner of the specified character to use as the base for calculating the position. Available values: TOPLEFT, TOPRIGHT, BOTTOMLEFT, and BOTTOMRIGHT. | No | TOPLEFT |
Index | The occurrence of the string. For example, a value of 1 will skip the first occurrence and use the second instance to calculate position. | No | 0 |
Character Index | The index of the character within the anchor text that will be used to calculate the position. | No | 0 |
Left Offset | The offset applied to the final x-coordinate. | No | 0 |
Top Offset | The offset applied to the final y-coordinate. | No | 0 |
Height | The height of the field or signature. | Yes | Not applicable |
Width | The width of the field or signature. | Yes | Not applicable |
Best Practices for Using Text Tags
If you are having problems putting your text anchors in their proper location, try using the offset attribute.
Adding Text Anchors
In this example, text anchors are used to add a signature, signing date, and signer name for each signer.
If you need a comparison to the basic object creation procedure, or if this is the first time creating a transaction, see Creating and Sending a Transaction.
.withDocument(newDocumentWithName("Sample Contract")
.fromFile("PATH_TO_YOUR_FILE")
.enableExtraction()
.withSignature(signatureFor("john.smith@example.com")
.withPositionAnchor(TextAnchorBuilder.newTextAnchor("Signature of the Client")
.atPosition(TextAnchorPosition.TOPLEFT)
.withSize(150, 40)
.withOffset(0, -50)
.withCharacter(0)
.withOccurence(0)
)
.withField(FieldBuilder.signerName()
.withPositionAnchor(TextAnchorBuilder.newTextAnchor("(hereafter referred to as")
.atPosition(TextAnchorPosition.TOPRIGHT)
.withSize(150, 20)
.withOffset(-175, -5)
.withCharacter(0)
.withOccurence(0)
)
)
.withField(FieldBuilder.signatureDate()
.withPositionAnchor(TextAnchorBuilder.newTextAnchor("Date")
.atPosition(TextAnchorPosition.TOPRIGHT)
.withSize(75, 40)
.withCharacter(4)
.withOffset(10, -30)
.withOccurence(0)
)
)
)
.withSignature(signatureFor("bob.murray@example.com")
.withPositionAnchor(TextAnchorBuilder.newTextAnchor("Signature of the Contractor")
.atPosition(TextAnchorPosition.TOPLEFT)
.withSize(150, 40)
.withOffset(0, -50)
.withCharacter(0)
.withOccurence(0)
)
.withField(FieldBuilder.signerName()
.withPositionAnchor(TextAnchorBuilder.newTextAnchor("(hereafter referred to as")
.atPosition(TextAnchorPosition.TOPLEFT)
.withSize(150, 20)
.withOffset(-175, -5)
.withCharacter(0)
.withOccurence(1)
)
)
.withField(FieldBuilder.signatureDate()
.withPositionAnchor(TextAnchorBuilder.newTextAnchor("Date")
.atPosition(TextAnchorPosition.TOPRIGHT)
.withSize(75, 40)
.withOffset(10, -30)
.withCharacter(4)
.withOccurence(1)
)
)
)
)
Results
Once you have run your code, your signature fields will appear in your documents, at the locations specified by your text anchors.
.NET SDK
To download the full code sample see our Code Share site. The PDF used in this guide can be found here.
Text anchors allow you to position a field or signature based on the text in your document.
Text Anchor Parameters
The following table provides a brief description of every parameter that can be passed when building your text anchors. Note the following:
Text anchors are case-sensitive, and thus when using text anchor, the search is performed in a case sensitive fashion.
If a parameter is not specified, the default value below will be used.
Parameter | Description | Required | Default Value |
---|---|---|---|
Anchor Text | The exact string that will be searched for in your document. | Yes | Not applicable |
Anchor Point | The corner of the specified character to use as the base for calculating the position. Available values: TOPLEFT, TOPRIGHT, BOTTOMLEFT, and BOTTOMRIGHT. | No | TOPLEFT |
Index | The occurrence of the string. For example, a value of 1 will skip the first occurrence and use the second instance to calculate position. | No | 0 |
Character Index | The index of the character within the anchor text that will be used to calculate the position. | No | 0 |
Left Offset | The offset applied to the final x-coordinate. | No | 0 |
Top Offset | The offset applied to the final y-coordinate. | No | 0 |
Height | The height of the field or signature. | Yes | Not applicable |
Width | The width of the field or signature. | Yes | Not applicable |
Best Practices for Using Text Anchors
If you are having problems putting your text anchors in their proper location, try using the offset attribute.
Adding Text Anchors
In this example, text anchors are used to add a signature, signing date, and signer name for each signer.
If you need a comparison to the basic object creation procedure, or if this is the first time creating a transaction, see Creating and Sending a Transaction.
.WithDocument(DocumentBuilder.NewDocumentNamed("Sample Contract")
.FromStream(fs, DocumentType.PDF)
.EnableExtraction()
.WithSignature(SignatureBuilder.SignatureFor("john.smith@example.com")
.WithPositionAnchor(TextAnchorBuilder.NewTextAnchor("Signature of the Client")
.AtPosition(TextAnchorPosition.TOPLEFT)
.WithSize(150, 40)
.WithOffset(0, -50)
.WithCharacter(0)
.WithOccurrence(0)
)
.WithField(FieldBuilder.SignerName()
.WithPositionAnchor(TextAnchorBuilder.NewTextAnchor("(hereafter referred to as")
.AtPosition(TextAnchorPosition.TOPRIGHT)
.WithSize(150, 20)
.WithOffset(-175, -5)
.WithCharacter(0)
.WithOccurrence(0)
)
)
.WithField(FieldBuilder.SignatureDate()
.WithPositionAnchor(TextAnchorBuilder.NewTextAnchor("Date")
.AtPosition(TextAnchorPosition.TOPRIGHT)
.WithSize(75, 40)
.WithCharacter(4)
.WithOffset(10, -30)
.WithOccurrence(0)
)
)
)
.WithSignature(SignatureBuilder.SignatureFor("bob.murray@example.com")
.WithPositionAnchor(TextAnchorBuilder.NewTextAnchor("Signature of the Contractor")
.AtPosition(TextAnchorPosition.TOPLEFT)
.WithSize(150, 40)
.WithOffset(0, -50)
.WithCharacter(0)
.WithOccurrence(0)
)
.WithField(FieldBuilder.SignerName()
.WithPositionAnchor(TextAnchorBuilder.NewTextAnchor("(hereafter referred to as")
.AtPosition(TextAnchorPosition.TOPLEFT)
.WithSize(150, 20)
.WithOffset(-175, -5)
.WithCharacter(0)
.WithOccurrence(1)
)
)
.WithField(FieldBuilder.SignatureDate()
.WithPositionAnchor(TextAnchorBuilder.NewTextAnchor("Date")
.AtPosition(TextAnchorPosition.TOPRIGHT)
.WithSize(75, 40)
.WithOffset(10, -30)
.WithCharacter(4)
.WithOccurrence(1)
)
)
)
)
Results
Once you have run your code, your signature fields will appear in your documents, at the locations specified by your text anchors.
REST API
To download the full code sample see our Code Share site. The PDF used in this guide can be found here.
Text anchors allow you to position a field or signature based on the text in your document.
Adding Text Anchors
In this example, text anchors are used to add a signature, signing date, and signer name for each signer.
If you need a comparison to the basic object creation procedure, or if this is the first time creating a transaction, see Creating and Sending a Transaction.
Below is the JSON that will create your document package with text anchors. Please note that OneSpan Sign's API convention allows only for only one signature field (for example, type: SIGNATURE) per approval in the approvals object. A second signature for a given role would need to be added as a separate approval.
Text Anchor Parameters
The following table provides a brief description of every parameter that can be passed when building your text anchors. Note the following:
Text anchors are case-sensitive, and thus when using text anchor, the search is performed in a case sensitive fashion.
If a parameter is not specified, the default value below will be used.
Parameter | Description | Required | Default Value |
---|---|---|---|
Anchor Text | The exact string that will be searched for in your document. | Yes | Not applicable |
Anchor Point | The corner of the specified character to use as the base for calculating the position. Available values: TOPLEFT, TOPRIGHT, BOTTOMLEFT, and BOTTOMRIGHT. | No | TOPLEFT |
Index | The occurrence of the string. For example, a value of 1 will skip the first occurrence and use the second instance to calculate position. | Yes | Not applicable |
Character Index | The index of the character within the anchor text that will be used to calculate the position. | Yes | Starting from 0 |
Left Offset | The offset applied to the final x-coordinate. | Yes | Refer to the Offset Axis |
Top Offset | The offset applied to the final y-coordinate. | Yes | Refer to the Offset Axis |
Height | The height of the field or signature. | Yes | Not applicable |
Width | The width of the field or signature. | Yes | Not applicable |
Best Practices for Using Text Anchors
If you are having problems putting your text anchors in their proper location, try using the offset attribute.
HTTP Request
POST /api/packages
HTTP Headers
Accept: application/json
Content-Type: multipart/form-dataAuthorization:
Basic api_key
Request Payload
------WebKitFormBoundary1bNO60n7FqP5WO4t
Content-Disposition: form-data; name="file"; filename="Sample Contract.pdf"
Content-Type: application/pdf
%PDF-1.5
%µµµµ
1 0 obj
<<...>>
endobj....
------WebKitFormBoundary1bNO60n7FqP5WO4t
{
"roles": [
{
"id": "client",
"type": "SIGNER",
"index": 1,
"signers": [
{
"firstName": "John",
"lastName": "Smith",
"email": "john.smith@example.com"
}
],
"name": "client"
},
{
"id": "contractor",
"type": "SIGNER",
"index": 2,
"signers": [
{
"firstName": "Bob",
"lastName": "Murray",
"email": "bob.murray@example.com"
}
],
"name": "contractor"
}
],
"documents": [
{
"approvals": [
{
"fields": [
{
"type": "SIGNATURE",
"extract": false,
"extractAnchor": {
"text": "Signature of the Client",
"index": 0,
"width": 150,
"height": 40,
"anchorPoint": "TOPLEFT",
"characterIndex": 0,
"leftOffset": 0,
"topOffset": -50
},
"left": 0,
"subtype": "FULLNAME",
"top": 0
},
{
"type": "INPUT",
"binding": "{signer.name}",
"extract": false,
"extractAnchor": {
"text": "(hereafter referred to as",
"index": 0,
"width": 150,
"height": 20,
"anchorPoint": "TOPRIGHT",
"characterIndex": 0,
"leftOffset": -175,
"topOffset": -5
},
"left": 0,
"subtype": "LABEL",
"top": 0
},
{
"type": "INPUT",
"binding": "{approval.signed}",
"extract": false,
"extractAnchor": {
"text": "Date",
"index": 0,
"width": 75,
"height": 40,
"anchorPoint": "TOPRIGHT",
"characterIndex": 4,
"leftOffset": 10,
"topOffset": -30
},
"left": 0,
"subtype": "LABEL",
"top": 0
}
],
"role": "client"
},
{
"fields": [
{
"type": "SIGNATURE",
"extract": false,
"extractAnchor": {
"text": "Signature of the Contractor",
"index": 0,
"width": 150,
"height": 40,
"anchorPoint": "TOPLEFT",
"characterIndex": 0,
"leftOffset": 0,
"topOffset": -50
},
"left": 0,
"subtype": "FULLNAME",
"top": 0
},
{
"type": "INPUT",
"binding": "{signer.name}",
"extract": false,
"extractAnchor": {
"text": "(hereafter referred to as",
"index": 1,
"width": 150,
"height": 20,
"anchorPoint": "TOPRIGHT",
"characterIndex": 0,
"leftOffset": -175,
"topOffset": -5
},
"left": 0,
"subtype": "LABEL",
"top": 0
},
{
"type": "INPUT",
"binding": "{approval.signed}",
"extract": false,
"extractAnchor": {
"text": "Date",
"index": 1,
"width": 75,
"height": 40,
"anchorPoint": "TOPRIGHT",
"characterIndex": 4,
"leftOffset": 10,
"topOffset": -30
},
"left": 0,
"subtype": "LABEL",
"top": 0
}
],
"role": "contractor"
}
],
"name": "Sample Contract"
}
],
"name": "Text Anchor Extraction Example REST API",
"type": "PACKAGE",
"language": "en",
"autoComplete": true,
"status": "DRAFT"
}
------WebKitFormBoundary1bNO60n7FqP5WO4t--
For a complete description of each field, see the Request Payload table below.
Response Payload
{
"id": "9sKhW-h-qS9m6Ho3zRv3n2a-rkI="
}
Results
Once you have run your code, your signature fields will appear in your documents, at the locations specified by your text anchors.
Request Payload Table
Property | Type | Editable | Required | Default | Sample Values |
---|---|---|---|---|---|
Property | Type | Editable | Required | Default | Sample Values |
status | string | Yes | No | DRAFT | DRAFT / SENT / COMPLETED / ARCHIVED / DECLINED / OPTED_OUT / EXPIRED |
autoComplete | boolean | Yes | No | true | true / false |
type | string | Yes | No | PACKAGE | PACKAGE / TEMPLATE / LAYOUT |
name | string | Yes | Yes | n/a | Text Anchor Extraction Example REST API |
language | string | Yes | Yes | en | en / fr / de ... |
documents | |||||
name | string | Yes | No | n/a | Sample Contract |
approvals | |||||
role | string | Yes | No | n/a | client |
fields | |||||
type | string | Yes | Yes | n/a | SIGNATURE / INPUT |
extract | boolean | Yes | No | false | true / false |
subtype | string | Yes | Yes | n/a | FULLNAME / INITIALS / CAPTURE / MOBILE_CAPTURE / LABEL / TEXTFIELD / TEXTAREA / CHECKBOX / DATE / RADIO / LIST |
binding | string | Yes | No | null | null / {approval.signed} / {signer.title} / {signer.name} / {signer.company} |
left | integer | Yes | No | 0 | 0 / 10 / 20 ... |
top | integer | Yes | No | 0 | 0 / 10 / 20 ... |
extractAnchor | |||||
text | string | Yes | Yes | n/a | Signature of the Client |
anchorPoint | string | Yes | Yes | n/a | TOPLEFT / TOPRIGHT / BOTTOMLEFT / BOTTOMRIGHT |
index | integer | Yes | No | 0 | 0 / 1 / 2 ... |
width | integer | Yes | No | 200 | 150 |
characterIndex | integer | Yes | No | 0 | 0 |
height | integer | Yes | No | 50 | 40 |
leftOffset | integer | Yes | No | 0 | 40 |
rightOffset | integer | Yes | No | 0 | -10 |
roles | |||||
id | string | Yes | No | n/a | client |
index | integer | Yes | No | 0 | 1 / 2 / 3 ... |
name | string | Yes | No | n/a | client |
type | string | Yes | No | SIGNER | SIGNER / SENDER |
signers | |||||
string | Yes | Yes | n/a | john.smith@example.com | |
firstName | string | Yes | Yes | n/a | John |
lastName | string | Yes | Yes | n/a | Smith |
id | string | Yes | No | n/a | client |
APEX SDK
To download the full code sample see our Code Share site. The PDF used in this guide can be found here.
Text anchors allow you to position a field or signature based on the text in your document.
Text Anchor Parameters
The following table provides a brief description of every parameter that can be passed when building your text anchors. Note the following:
Text anchors are case-sensitive, and thus when using text anchor, the search is performed in a case sensitive fashion.
If a parameter is not specified, the default value below will be used.
Parameter | Description | Required | Default Value |
---|---|---|---|
Anchor Text | The exact string that will be searched for in your document. | Yes | Not applicable |
Anchor Point | The corner of the specified character to use as the base for calculating the position. Available values: TOPLEFT, TOPRIGHT, BOTTOMLEFT, and BOTTOMRIGHT. | No | TOPLEFT |
Index | The occurrence of the string. For example, a value of 1 will skip the first occurrence and use the second instance to calculate position. | No | 0 |
Character Index | The index of the character within the anchor text that will be used to calculate the position. | No | 0 |
Left Offset | The offset applied to the final x-coordinate. | No | 0 |
Top Offset | The offset applied to the final y-coordinate. | No | 0 |
Height | The height of the field or signature. | Yes | Not applicable |
Width | The width of the field or signature. | Yes | Not applicable |
Best Practices for Using Text Anchors
If you are having problems putting your text anchors in their proper location, try using the offset attribute.
Adding Text Anchors
In this example, text anchors are used to add a signature, signing date, and signer name for each signer.
If you need a comparison to the basic object creation procedure, or if this is the first time creating a transaction, see Creating and Sending a Transaction.
// Prepare Documents Blob
String document1Name = 'Sample_Text_Anchor';
StaticResource sr = [SELECT Id, Body FROM StaticResource WHERE Name = 'test_text_anchor' LIMIT 1];
Map<String, Blob> documentBlobMap = new Map<String, Blob>();
documentBlobMap.put(document1Name, sr.Body);
// Create Document Metadata
ESignLiveAPIObjects.Document document1 = new ESignLiveAPIObjects.Document();
document1.name = document1Name;
document1.id = document1Name;
document1.extract = true; // document level extraction: true
// Approval for role1
ESignLiveAPIObjects.Approval approval1 = new ESignLiveAPIObjects.Approval();
approval1.role = roleId1;
approval1.id = 'approval1';
ESignLiveAPIObjects.Field field11 = new ESignLiveAPIObjects.Field();
field11.id = 'signature1';
field11.type = 'SIGNATURE';
field11.subtype = 'FULLNAME';
field11.extractAnchor = new ESignLiveAPIObjects.ExtractAnchor(
ESignLiveAPIObjects.AnchorPoint.TOPLEFT, 0, 40, 0, 0, 'Signature of the Client', -50, 150
);
ESignLiveAPIObjects.Field field12 = new ESignLiveAPIObjects.Field();
field12.id = 'signername1';
field12.type = 'INPUT';
field12.subtype = 'LABEL';
field12.binding = '{signer.name}'; // indicate it's a signer name label
field12.extractAnchor = new ESignLiveAPIObjects.ExtractAnchor(
ESignLiveAPIObjects.AnchorPoint.TOPRIGHT, 0, 20, 0, -175, '(hereafter referred to as', -5, 150
);
ESignLiveAPIObjects.Field field13 = new ESignLiveAPIObjects.Field();
field13.id = 'signerdate1';
field13.type = 'INPUT';
field13.subtype = 'LABEL';
field13.binding = '{approval.signed}'; // indicate it's a signing date
field13.extractAnchor = new ESignLiveAPIObjects.ExtractAnchor(
ESignLiveAPIObjects.AnchorPoint.TOPRIGHT, 4, 40, 0, 10, 'Date', -30, 75
);
approval1.fields = new List<ESignLiveAPIObjects.Field>{field11, field12, field13};
// Approval for role2
ESignLiveAPIObjects.Approval approval2 = new ESignLiveAPIObjects.Approval();
approval2.role = roleId2;
approval2.id = 'approval2';
ESignLiveAPIObjects.Field field21 = new ESignLiveAPIObjects.Field();
field21.id = 'signature2';
field21.type = 'SIGNATURE';
field21.subtype = 'FULLNAME';
field21.extractAnchor = new ESignLiveAPIObjects.ExtractAnchor(
ESignLiveAPIObjects.AnchorPoint.TOPLEFT, 0, 40, 0, 0, 'Signature of the Contractor', -50, 150
);
ESignLiveAPIObjects.Field field22 = new ESignLiveAPIObjects.Field();
field22.id = 'signername2';
field22.type = 'INPUT';
field22.subtype = 'LABEL';
field22.binding = '{signer.name}'; // indicate it's a signer name label
field22.extractAnchor = new ESignLiveAPIObjects.ExtractAnchor(
ESignLiveAPIObjects.AnchorPoint.TOPRIGHT, 0, 20, 1, -175, '(hereafter referred to as', -5, 150
);
ESignLiveAPIObjects.Field field23 = new ESignLiveAPIObjects.Field();
field23.id = 'signerdate2';
field23.type = 'INPUT';
field23.subtype = 'LABEL';
field23.binding = '{approval.signed}'; // indicate it's a signing date
field23.extractAnchor = new ESignLiveAPIObjects.ExtractAnchor(
ESignLiveAPIObjects.AnchorPoint.TOPRIGHT, 4, 40, 1, 10, 'Date', -30, 75
);
approval2.fields = new List<ESignLiveAPIObjects.Field>{field21, field22, field23};
// Assign approvals to document
document1.approvals = new List<ESignLiveAPIObjects.Approval>{approval1, approval2};
// Add document to package
pkg.documents = new List<ESignLiveAPIObjects.Document>{document1}; // add document
Results
Once you have run your code, your signature fields will appear in your documents, at the locations specified by your text anchors.