Given this workflow:
Our user selects some documents (pdf forms that we fill with data on our servers using iTextSharp) in our software
We use the REST API to generate a sender view and navigate them to it
The documents may have editable PDF form fields on them that the sender will fill in.
When the user is on an iPad and for whatever reason doesn't have a bluetooth or other keyboard handy and has to use the GUI keyboard (our users are on the road a lot) they don't have a command key so can't make use of the keyboard shortcuts in the sender view to easily select all fields and mark them read-only.
Desired result: upon sending all non-signature related fields become read-only.
The end result we desire is that after the sender fills in any fields, all non-signature related fields that are left become read-only so that any signers cannot make changes. On desktop or with a connected keyboard, keyboard shortcuts, etc. make this trivial for the user to accomplish on short documents. However, on longer documents or in cases where a connected keyboard is not available, this is not trivial and is actually a bad user experience.
Is there any setting that I've overlooked that would do this automatically? Any particular way of forming the envelope that would accomplish it automatically? When we create the envelope we do assign the signature fields to the appropriate signer using composite/inline templates and tabs collections. That part is working fine currently. We are now trying to add the ability for the sender to preview the document, fill in missing data and send while disallowing signers from editing.
Before uploading the PDF to DocuSign, set the Form fields on your PDF as readonly. See this answer for doing this using iTextSharp.
When the envelope is created, DocuSign will transform those Fields as readonly for the Signer.
Sender should still be able to edit the read only fields in the sending experience.
Related
I'm trying to develop word add-in which allows to modify word content. One of the requirement is to select some text and mark it:
change its style (look) - and that is done
Associate that piece of text with some custom/hidden data, ex. an ID.
I want to somehow persist that data within the document, so that:
My add-in can read the document on the start and build a list of 'marked' elements
It should work on different machines - I can create a document on one machine, later open in on other machine, and add-in should be able to retrieve that data.
So far I tried to persist that data by first, getting data as HTML, and add attributes to tags, but that didn't work.
Also tried to add some hidden div, but it was only available during word app lifetime.
Recently, found this link: https://github.com/OfficeDev/Excel-Add-in-JavaScript-PersistCustomSettings , but still it allows to persist data in scope of "browser", so, I assume that on other machine it won't work.
What are my possibilities? Maybe I shouldn't store it within a document, but if not, where?
Developing it using office-js - it should work for both Word 2013 and Word 2016 (so I don't have an access to Word 2016 specific API).
Check out https://dev.office.com/reference/add-ins/shared/settings
The Office JS Settings object allows you to save custom data that persists with the document. It is pretty straight-forward to use. Getting settings is synchronous - saving settings is async. The biggest thing is that you have to remember to call Office.settings.saveAsync() after you have made your changes using Office.settings.set() in order to actually save the changes to the document.
Moreover to Nick's answer which is absolutely correct, you can use "Binding" mechanism.
Bindings are stored in document out-of-the-box, so that, you can access those later at any time.
An example, which fits my needs:
Select some text and click on button in add-in (to call some method)
Call addFromSelectionAsync() method (you can specify an id for it to reference it later)
Access it using getAllAsync() or getByIdAsync() method at any time you need it.
More about it: https://dev.office.com/docs/add-ins/develop/bind-to-regions-in-a-document-or-spreadsheet
I have a docx file that contains a custom part and a web page that collects input from the user to populate that custom part. One of my "variables" is used multiple times in the document. In some cases, I need it to appear in ALL CAPS. In most cases, it should appear as the user entered it in the web form. We're using docx4j version 3.2.1.
Previously we used "mail merge" fields which allowed for instructions like /* UPPER */ and /* CAPS */.
is there a way to get that same behavior using content controls?
You should be able to set the rPr property on a plain text content control to include:
http://webapp.docx4java.org/OnlineDemo/ecma376/WordML/caps.html
Failing that, its not elegant, but you could always include a second element in your XML with the caps form.
Can anyone point me to info about how to create a Microsoft Word document that changes text input fields depending on what the user selects in a drop-down menu?
I'm using Word, Developer toolbar, Design mode, and have gotten as far as how to create the drop down selection box, and add text input fields below that on the page, but I need to know how to change what fields appear depending on what the selection is. I'm sure it's possible, I just don't know how to go about it.
I'm pretty good with this sort of thing in HTML with javascript and jQuery, but Word is its own little world.
I tried the "structured" tab but it suggests selecting XML add ins, and none appear in the list to select.
One option is using a template approach in combination with 3rd party toolkit and external application. External application takes care for user interface where user selects template and sets filter for data retrieval. The application then reads the data, generates new document based on template and populates it with data.
You don’t have to mess with MS Word macros and this solution can survive Office upgrades very smoothly.
Template design in done in MS Word. We are using third party toolkit (i.e. Docentric Toolkit) for populating Word documents with data.
I have a word document file which is a form.
I try to complete it. Here is a screenshot of how it is looks like
When I type in the grey box there is a limitation in length and when I reach it, it won't let me type more.
I am not sure of what it is, however I want to insert an image or a table but I can't.
How can I make it?
The field you are trying to enter information into is a Legacy Text Form Field in Word 2010. In order to have a data entry area within the form that will accept text, tables, and images, delete this field and replace it with a Rich Text Content Control. This control is found on Word's Developer Tab:
Instructions for Displaying Word Developer Tab (if needed)
Like the legacy form fields, content controls allow manual or programmatic entry of data as well the ability to restrict editing of the data within the content control. Gregory K. Maxey has posted an incredibly detailed tutorial on creating forms with content controls, programming the content entry via VBA (Visual Basic for Applications) and restricting editing of the control's contents (all of which is available using the Rich Text Content Control):
Create Forms with Content Controls by Gregory K. Maxey
The same author also has an additional posting on content controls where he provides links to and offers explanations of more advanced content control abilities such as data mapping:
Content Controls (Additional Information) by Gregory K. Maxey
Lastly, Microsoft also provides some guidance on programming content controls via .NET (which I think may be beyond the scope of your question, but which I include for future readers):
MSDN: How to Add Content Controls to Word Documents
Making a word document of our network set-up.
We have about 7 servers and I need to include screenshots and other info on each.
Is it possible to have a pic of the server that when clicked will open up another word doc that reveals all of the other info. Can this then be mailed to someone easily?
I think that you should have actually tried to do it in Word before asking. The answer is trivial. For completeness sake:
Right-click on the image, choose "Hyperlink..." from the menu. Select the document you want from the resulting standard file selection dialog.
That's it. Doing ctrl-click on the pickture will open up the document selected though you will probably get a security warning first.
You can also do it from a VBA macro. First select the desired image and then:
ActiveDocument.Hyperlinks.Add Anchor:=Selection.Range, Address:= _
"C:\Users\me\Documents\a-document.doc", SubAddress:=""
So you could automate the process of server discovery (or maybe you have the data in a spreadsheet that you could use), adding images and hyperlinks automatically. Probably not worth it for just 7 servers.
I'm not clear what you mean by the last part about emailing. Do you want to email the Master word document or the one opened after clicking on the hyperlink? Either way, Word has a menu option for doing this.
If you are wanting to send the document that is opened from the hyperlink - do you actually need the user to open that document or would you rather email it directly? A simple macro can be written that will ask you for the target email address and send the document directly without having to open it. There are really too many possibilities to write down here - we need more information.