DocVerify Document Library Tutorial.

Transcription

1 DocVerify Document Library Tutorial

2 Table of Contents Step 1 Create a New PDF Document OR Existing PDF:... 4 Step 2 Click Add New :... 4 Step 3 Add New Library Document Button:... 5 Step 4 Select PDF File:... 5 Step 5 Access Library Document:... 7 Step 6 Select From List:... 8 Step 7 Add or Edit Elements:... 9 Appendix A Document Library Features: Appendix B Detect Fields: Reference A Easy Sign System Add-on: Reference B External Connectors: Reference C Viewing PDF Text Fields: Reference D InstaForm: P a g e 2

3 What is DocVerify s Document Library? The document library allows you to save frequently used documents to your library in order to avoid having to upload them or creating signature elements every time. Library documents can be quickly accessed through the web portal, the Easy Sign System, and DocVerify API s. Please refer to the DocVerify Developer Portal for more information about the Easy Sign System and API s. How it Works? The following document will walk you through the steps necessary to add a document to the library, and some of the features found in the Document Library system. DocVerify Smart Tags When adding new template documents to the library you can also utilize Smart Tags. DocVerify Smart Tags allow you to directly place signature elements onto the PDF document either as PDF text fields or as embedded text. For more information about Smart Tags, please refer to our Smart Tags documentation located at the DocVerify Developers Portal. Requirements Please remember that the file must be a PDF and under 1MB in size. Online Help Please always refer to DocVerify s online help for more help information about this and other features. P a g e 3

4 Step 1 Create a New PDF Document OR Existing PDF: First, you must create a PDF document that you wish to upload into the system OR have an existing PDF document. You can easily convert any of your Word files as PDF s or create a new PDF document using Adobe Acrobat or other PDF based tools. Step 2 Click Add New : Now that you ve created a new PDF document or have one you want to use, sign in to the DocVerify portal, and click Add New as shown below. P a g e 4

5 Step 3 Add New Library Document Button: Now click Add New Document to Library as shown below. Step 4 Select PDF File: P a g e 5

6 When the popup loads: Note: If the popup doesn t load, click the button Named Add New Document Library on the page. 1. Simply click Select to select a file from your computer 2. Give your new library document a name 3. Optional: If your PDF has Smart Tags embedded in it, and your edition has this feature enabled, click Read and Add Smart Tags from File 4. Click Add Template After the document has successfully been uploaded, you will receive a confirmation with information such as the new Template ID which is required when attempting to access it through the Easy Sign System or API s. Note: Library documents MUST be PDF s that are 1MB or less. Please also make sure they are not password protected or encrypted; otherwise, they will be rejected. P a g e 6

7 Step 5 Access Library Document: Once you have successfully uploaded the new library document, let s go ahead and access it in order to set the signature elements, get Easy Sign access information, get access information for external connectors such as Wufoo, or get the InstaForm information if your edition supports these features. If you re on the Add New page, click on the View/Modify Library Docs button to go to the Document Library page or click on the Document Library link from the drop down list found in the top menu under Add New, and when the page loads select the document you want from the list. P a g e 7

8 Step 6 Select From List: The Document Library allows you to view which documents you ve currently uploaded into DocVerify, if your edition supports the sharing feature from here you will be able to share documents with others in your group, and you will also be able to access the document itself to edit the signature elements. If elements have already been set for any Library document it will have a Signers 1, Signers 2, etc. next to it, and if the elements have not been set it will state Elements Not Set To Share or Unshare a document, simply click the Share or Unshare button as shown below. Lets go ahead and access the document in order to add or edit the signature elements by clicking the Edit / Get Info button of the resepective library document we wish to access. P a g e 8

9 Step 7 Add or Edit Elements: This step will cover how to add or edit elements onto the document, but it will not cover some of the other features found on the page. Please refer to the appendix for more information about the other features. At anytime you can switch to another template by click Switch Templates or click on the instructions for more step by step information. 1. Select a signer 2. To add new elements o Select the page you want the elements to appear on o Click on the desired element such as Signature, click and hold it with your left mouse button o Drag and drop the desired elements directly onto the page 3. When finished, click Save at the top when you re done and you want to exit the page P a g e 9

10 Appendix A Document Library Features: The Library system has basic features available to most documents as described below. Template ID The Template ID is the ID you need in order to be able to access this library document using the Easy Sign system add-on, external connectors such as Wufoo, or with InstaForm. Template Name This box allows you to set the name of your library document. This can be changed at any time. Download Template At any time you can download any of your library documents from DocVerify by clicking this button. Replace Template At any time you can replace any one library document by clicking this button; however, this should be used with caution if the document is being accessed from Easy Sign, external connectors, InstaForm, or any other API function as it can cause those systems not to function properly as a result. Copy to another template This feature allows you to copy the elements you ve created in the library document you ve opened to another library document in your list. Start Over At any time you can use this button to clear all the elements you have set in your library document to start over. Detect Fields This powerful feature will detect the PDF text fields that may be in the PDF, and it will automatically create the form fields for you in order for the receiving party to be able to fill out. Please refer to Appendix B for more information about this feature. P a g e 10

11 Appendix B Detect Fields: The detect fields feature is a powerful feature that will automatically locate PDF text fields and create DocVerify form fields allowing the signer to fill in the information during the signing process. Upon signing, all the information entered by the signer will be used to populate the actual PDF text fields in the PDF itself. In the example below, we are going to upload the IRS I9 form, and use the Detect Fields feature to locate and place the form fields for us within the document. 1. Load a document library. Please refer to the steps of this guide on how to add a new library document, and how to access it. 2. Click the Detect Fields button 3. Click Ok on the alert box. 4. If the document has PDF text fields and they conform to the standards, the library document will now load with the fields as shown below. By default, all located fields are set to Signer 1. The signer will now be able to fill in this I9 form at time of signing. P a g e 11

12 Reference A Easy Sign System Add-on: After you have successfully uploaded any document template into your library, you can easily access that document through the Easy Sign System. The Easy Sign will allow you to place the DocVerify Signature System directly onto your own website, allowing the first signer to sign the document without being redirected to DocVerify or additional requests. As a convenience, we ve included the Easy Sign URL s you will need. To get to the document library please follow the steps found in this guide. The Easy Sign Iframe information can be found by scrolling down the page as shown below. Note: The Easy Sign System may require additional activation, please contact DocVerify sales for more information sales@docverify.com. Note: This feature is not supported with all editions. P a g e 12

13 Reference B External Connectors: After you have successfully uploaded any document template into your library, you can easily access that document through other external systems in addition to the Easy Sign System. DocVerify is always adding new connectors such as Wufoo an online form builder. As a convenience, the external connector system has URL builders for these services such as Wufoo. To get the external connector, please follow the steps below: 1. Load the document library. To get to the document library please follow the steps found in this guide. 2. Click Create External Connectors. 3. When the pop-up opens, select the provider. Note: This feature is not supported with all editions. P a g e 13

14 Reference C Viewing PDF Text Fields: As a convenience the document library system will automatically locate the non-smart Tags based PDF text fields for you, and present them to you in a list so that you can reference them as well as creating the required XML for each PDF text field needed when accessing the document from the DocVerify API. To get the PDF text fields, please follow the steps below: 1. Load the document library. To get to the document library please follow the steps found in this guide. 2. Click View Text Fields / Get XML. 3. When the pop-up opens, copy and paste the information needed. P a g e 14

15 Reference D InstaForm: DocVerify InstaForm s is another powerful feature which will allow you to place any of your document library files on either your website or placed as a link in your s in order to have the person sign a document. How it works: When a person clicks on the link, they will be redirected to a page where they will need to provide their name and address. Once they enter that information, they will receive a PIN code to the address they provided. After they enter the correct PIN, they will then sign the library document instantly. To get to Instaform, please follow the steps below: 1. Load the document library. To get to the document library please follow the steps found in this guide. 2. Scroll down to the InstaForm section. 3. Copy and paste the link from the box. 4. If you also need to sign the document, you can select the option from the list. Note: This feature is not supported with all editions. P a g e 15