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I am looking for something that appears to be able to be completed using an API, but I have not been able to complete simply using eSignature.

Background:

  • We have applications that generate pdfs.
  • We have blank pdfs as templates, and we can get them to match and collect signatures just fine.
  • We would like to utilize the form fields in DocuSign to be able to extract the data from after collecting the signatures.

Problem:

  • The applications will place data such as first name, last name, ID numbers, phone numbers, etc. on to the form.
  • When we upload the pdf, and match it to the template, we would like to be able to say
    • "From this x,y coordinate to this x,y coordinate, any text existing on the page should be in the first name field."
    • "From this x,y coordinate to this x,y coordinate, this is the the ID number."
    • And so on down through the document.
  • We have fields that we can place in the template to capture these fields, and for many of the documents we produce every day, they will be in the same location.
    • For those curious the applications will place the data onto Wolters Kuwer forms, and we can save them as pdfs.
  • We cannot get DocuSign to recognize that there is data "on the page" in "this location" therefore "this field" is populated with the text it sees.

Is this possible to do, or are we looking at needing to pre process these before uploading to a matching template?

Hi,

Thank you for reaching out here in the DocuSign Community.  

I understand that you are looking to confirm if you are able to capture text included as part of your document in your DocuSign fields, and I'll gladly share more details on this topic.

At this moment there are no built-in capabilities within eSignature that would allow you to scan your document and capture data included in its text.

However, feedback that can improve our users’ experience is always more than welcome. 

I encourage you to take into consideration submitting your idea to be reviewed by our development team for possible implementation. 

We’ll provide it to the Product team that is closely aligned with the area associated with the feedback. They will review it and determine the next steps. 

In the near future, we will have a Community section that is dedicated to customer suggestions/feedback. You all will have the ability to upvote on what’s important and needed.  

If you’re a DocuSign Administrator for a corporate plan, you have the additional option of filing your request directly when you’re logged into your account. You’ll be able to click the “Give Feedback” button at the bottom of the screen in order to submit your idea. 

Feel free to let us know if you need further assistance with this  

  

Thank you for using DocuSign, we hope you have a wonderful rest of your day!  

  

Best regards,  

Alejandro R. | DocuSign Community Moderator  

  

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