Step 1 - PDF Document Creation

introduction the purpose of this step is to generate a contract or agreement for digital signing by utilizing a pre designed template and incorporating customer specific details to create a contract/agreement pdf for digital signing, there are 2 options using signzy’s template engine here is a step by step process to use signzy’s template engine to create a contract/agreement pdf for digital signing upload a template upload a premade template in the 3 supported template formats (html, docx, editable pdf) for example, a template of current account opening form or a demat account opening form here is a sample editable pdf https //persist signzy tech/api/files/570712949/download/1348caafc56444acba86a65b3ac73533540ce5bc95d3479cb9a66fd4831c7e2a pdf https //persist signzy tech/api/files/570712949/download/1348caafc56444acba86a65b3ac73533540ce5bc95d3479cb9a66fd4831c7e2a pdf use the create template api to upload a template and get the template id in this way, uploading of a template is not required again and again gather customer data collect specific information for each customer, such as their name, date of birth, gender, photo, etc for the above sample, a sample json data would be { "templateurl" " \<url of editable pdf template> ", "jsondata" { "image1" { &#x9; "type" "image", &#x9; "value" "url/base64", &#x9; "dimensions" { &#x9; "xcoordinate" 10, &#x9; "ycoordinate" 10, &#x9; "width" 20, &#x9; "height" 20 &#x9; }, &#x9; "pageno" 3 &#x9; }, &#x9; "checkbox1" { &#x9; "type" "checkbox", &#x9; "ischecked" "true" &#x9; }, &#x9; "textfield1" { &#x9; "type" "textfield", &#x9; "value" "data for text field 1" &#x9; }, &#x9; "textfield2" { &#x9; "type" "textfield", &#x9; "value" "data for text field 2" &#x9; } } } prepare for signing the final pdf will serve as a contract or agreement it needs to be digitally signed use the generate contract api to prepare the final pdf that needs to be signed by passing the template id and the json data for each of the customers by following these steps, you can upload a template, gather customer data, merge the data with the template, and create a final pdf document that can be digitally signed create your own pdf document here is a step by step process to create your own contract/agreement pdf document for digital signing create your own document create your own contract or agreement in a pdf format or pdfbase64 provide the final pdf give the final pdf, which will serve as the contract or agreement to digitally sign in short, you can design your own contract pdf, request digital signatures from the customer, and provide them with the final pdf to sign digitally document preview once you create the pdf document which needs to be signed, you can give the option to the end customer to preview the document on your mobile application/web application in this way, you can control the experience of previewing the document and then moving to the next step of signing