Add Docusign fields to documents

Help Activities
1

Hi All,

I am having multiple documents and the last page of each document is a common page where I have to add fields(sign, name, title & date signed) for two different roles. I can’t create a template for these documents as there can be many such documents.

Can you please suggest if adding of fields can be done via UiPath or API? There are anchor texts in the last page which can be referenced for adding fields.

Thanks!

2

@Kapil

If you are using docu sign activities then we can use this code to add sign firlda anywhere we need based on anchor values

New EnvelopeDefinition With {
.EmailSubject = “Please sign this document”,
.Status = “sent”, ’ Can be set to “created” if you don’t want to send immediately
.Documents = New List(Of Document) From {
New Document With {
.DocumentBase64 = Convert.ToBase64String(File.ReadAllBytes(“C:\Users\rajasekhar.talasila\Documents\Projects\Goods Receipt\23-SC-06970 - CI - PA-MOZ BL SGN301235800 NAC SLD 18NOV.pdf”)),
.Name = “Sample Document”,
.DocumentId = “1”
}
},
.Recipients = New EnvelopeRecipients With {
.Signers = New List(Of Signer) From {
New Signer With {
.Email = “user1@gmail.com”,
.Name = “user a”,
.RecipientId = “1”,
.RoutingOrder = “1”,
.Tabs = New EnvelopeRecipientTabs With {
.SignHereTabs = New List(Of SignHere) From {
New SignHere With {
.AnchorString = “AUTHORISED SIGNATORY”,
.AnchorXOffset = “300”,
.AnchorYOffset = “0”,
.AnchorUnits = “pixels”
}
}
}
},
New Signer With {
.Email = “user2@gmail.com”,
.Name = “user2”,
.RecipientId = “2”,
.RoutingOrder = “2”,
.Tabs = New EnvelopeRecipientTabs With {
.SignHereTabs = New List(Of SignHere) From {
New SignHere With {
.AnchorString = “AUTHORISED SIGNATORY”,
.AnchorXOffset = “400”,
.AnchorYOffset = “0”,
.AnchorUnits = “pixels”
}
}
}
},
New Signer With {
.Email = “user3@gmail.com”,
.Name = “user3”,
.RecipientId = “3”,
.RoutingOrder = “3”,
.Tabs = New EnvelopeRecipientTabs With {
.SignHereTabs = New List(Of SignHere) From {
New SignHere With {
.AnchorString = “AUTHORISED SIGNATORY”,
.AnchorXOffset = “500”,
.AnchorYOffset = “0”,
.AnchorUnits = “pixels”
}
}
}
}
}
}
}

Credits to @Rajasekhar_Talasila …for the code

Cheers