Step 1 - PDF Document Creation

Introduction

The purpose of this step is to generate a contract or agreement for digital signing by utilizing a pre-designed template and incorporating customer-specific details. To create a contract/agreement PDF for digital signing, there are 2 options:

Using Signzy’s Template Engine

Here is a step-by-step process to use Signzy’s template engine to create a contract/agreement PDF for digital signing.

Upload a template

Upload a premade template in the 3 supported template formats (HTML, DOCX, Editable PDF). For example, a template of current account opening form or a demat account opening form. Here is a sample editable PDF - https://persist.signzy.tech/api/files/570712949/download/1348caafc56444acba86a65b3ac73533540ce5bc95d3479cb9a66fd4831c7e2a.pdf

Use the Create Template API to upload a template and get the template ID. In this way, uploading of a template is not required again and again.

Gather Customer Data

Collect specific information for each customer, such as their name, date of birth, gender, photo, etc. For the above sample, a sample JSON data would be -

{
    "templateUrl":"...<url of editable pdf template>...",
    "jsonData":{
  	    "image1":{
		  "type":"IMAGE",
		  "value":"url/base64",
		  "dimensions":{
			"xCoordinate":10,
			"yCoordinate":10,
			"width":20,
			"height":20
		  },
		  "pageNo":3
	    },
	    "checkbox1":{
		  "type":"CHECKBOX",
		  "isChecked":"true"
	    },
	    "textField1":{
		  "type":"TEXTFIELD",
		  "value":"data for text field 1"
	    },
	    "textField2":{
		  "type":"TEXTFIELD",
		  "value":"data for text field 2"
	    }
    }
}

Prepare for signing

The final PDF will serve as a contract or agreement. It needs to be digitally signed.

Use the Generate Contract API to prepare the final PDF that needs to be signed by passing the template ID and the JSON data for each of the customers.

By following these steps, you can upload a template, gather customer data, merge the data with the template, and create a final PDF document that can be digitally signed.

Create your own PDF document

Here is a step-by-step process to create your own contract/agreement PDF document for digital signing.

Create your own document

Create your own contract or agreement in a PDF format or PDFBase64.

Provide the final PDF

Give the final PDF, which will serve as the contract or agreement to digitally sign.

In short, you can design your own contract PDF, request digital signatures from the customer, and provide them with the final PDF to sign digitally.

Document Preview

Once you create the PDF document which needs to be signed, you can give the option to the end customer to preview the document on your mobile application/web application. In this way, you can control the experience of previewing the document and then moving to the next step of signing.