Document Preparation

PSIsafe e-Sign preserves the positions and sizes of the PDF document’s fields. The style and naming parameters of the signatures and fields used by PSIsafe e-Sign must strictly adhere to the Signature/Field Structure table below.

Signature/Field Structure

The name of a signature or field in the document must be enclosed in square [ ] brackets.

Signature/Field TypeSignature/Field Structure
Signatures[Role#.Sig#]

Unbound Fields
Signer entry

[Role#.Sig#.Field#]
Bound Fields
System entry
[Role#.Sig#.label#.Binding]

Replace the Signature/Field tokens in the preceding table according to the rules in the following table.

Signature/Field TokenDescription
Role#

A simple alphanumeric string that matches the Role of the relevant signer. Each Role must include an integer at the end.

Example of PSIsafe system users: User1, Originator1, Manager1. Additional signers having the same role are differentiated by incrementing the number, User2 for example. Suggested external signers include: Customer1, Buyer1, Patient1, etc.

Sig#

A signature (Initials, Fullname, or Capture) combined with an integer. For example, Initials1, Capture1 or Fullname09.

Sig options:

  • Initials, inserts the signer’s initials
  • Fullname, inserts the signer’s full name
  • Capture, inserts the signer’s signature
Field#

A field style (Textfield, or Checkbox) combined with an integer. For example, Textfield2 or Checkbox6.

FieldStyle options:

  • Textfield, signer enters text
  • Checkbox, signer selects checkbox
label#You don't need to label with another value. Replace # with an integer.
BindingA simple binding (Date or Name). No integer required. System enters signed date or signer name when signed.

All PSIsafe e-Sign fields (bound or not) must be associated with a valid signature. Thus the specified Role#.Sig# must precisely match that of an existing signature. If the Role#.Sig# portion of a field's name does not match any signature, the package will not operate correctly.

Example of PSIsafe e-Sign Tagging

The following sample Non-Disclosure agreement illustrates the use of field names from a PDF-Form tagged for processing:

The first signer (Cust1 in this case) will need to sign the non-disclosure document by clicking the signature tag. Once he signs, his name and the current date will automatically be populated in the corresponding bound fields. 

[Cust1.Fullname1] 

[Cust1.Fullname1.label1.Name] 

[Cust1.Fullname1.label1.Date] 

The same process would be followed by the Cab1 signer. 

[Cab1.Fullname1] 

[Cab1.Fullname1.label1.Name] 

[Cab1.Fullname1.label1.Date] 



As seen in Adobe Pro (edit field mode) 


As seen in PSIsafe with fields auto-populated from PDF-Form Template 

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