Sign documents

With Sign you can ask the participant to sign documents during an online meeting. After the participant has signed the document and you have closed the online meeting, you can retrieve the document by clicking on 'Edit Meeting' in your meeting overview.


For the code, there are 2 options:

  • The script decides where the signature is placed: use the code snippet, including the "position" element
  • The used documents contain sign tags ( ##SIG{} ). You can remove the "position" element. Click here to learn more about sign tags. 

Copy the code snippet into your script

<node id="Sign_documents" type="Sign">
<name>Sign documents</name>
<signs>
<sign fileCode="testdoc"> <position page="1" left="105" top="180"/></sign>
</signs>
</node>


After copying it, make sure to do the following:

1. Make sure the node id is unique. Give it a name / number. (here: Sign_documents).

2. You can give the node a descriptive name. (here: Sign documents).

3. Make sure the right document is signed (here: testdoc).

4. Make sure the right page is selected (here page="1"). 

5. Make sure the right position of the signature is there (here: position left="105" top="180").

6. Press the 'Save' Button.


Each node can end with a goto field. If there is no goto step, the script will automatically jump to the next node. You can add, just before the </node> the following code <goto>nextNode</goto>, where nextNode needs to be replaced by the node id.


Advanced: The correct position of the signature in the document

In this example a document from the Idiligo library is signed, with the signature on a fixed position on the first page. The position (in mm) of the signature is starting from the top left corner (0,0) to the right bottom of the document (A4 document: 210,297). The document should be a PDF document. (here: position left="105" top="180")


Advanced: The number of pages

If you want to have multipage documents signed, copy and paste the section. (<position page="1" left="105" top="180"/>) and change the page number


Advanced: The right document

Instead of a document from the document library, you can also make use of documents uploaded during the online meeting. Replace in this case:

<sign fileCode="testdoc">

with:

<sign uploadId="test01">



And of course you can Autogenerate documents.

Replace in this case:

<sign fileCode="testdoc">

with:

<sign templateCode="testtemplate">


Advanced: Use documents without position for signature

In this case, delete the position information (here: <position left="105" top="180"/>) and prepare your document accordingly. Directly to the manual.



Tip watch: Video: Create your own Script (basic) to create your first own Script.