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. You need to pass the template URL in the templateUrl parameter of Create Contract API.

{
    "templateUrl":"https://persist.signzy.tech/api/files/570712949/download/1348caafc56444acba86a65b3ac73533540ce5bc95d3479cb9a66fd4831c7e2a.pdf",
    
}

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. The Create Contract API will give you an ouptut PDF file which would be sent to the signers over the email to start the signing process.

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.

{
   "pdfurl":"If you are using PDF URL, pass the URL in this key",
   "pdfbase64": "Pass the PDFBase64 file in this key"
}

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.