Creating a Signable PDF (for SIGNiX or other e-sign vendors)

If your implementation of the Quik! API is designed to generate a 100% complete form that is ready to sign and you want to skip showing the HTML version of the form, going straight to e-signature, then that is possible using the Execute PDF method.

What This Configuration Does

Using this approach will result in generating a PDF that has all form field data flattened (i.e. converted to text on the PDF and no longer accessible as fields) and the PDF’s e-signature fields left intact as actual fields. This PDF can be signed because the e-sign fields continue to function. This output is ideal if you need to upload a PDF to an e-sign vendor like SIGNiX that converts the PDF and reads existing e-signature fields in order to e-sign within their platform.

Settings To Configure

Using the REST Execute PDF method (instead of the Execute HTML method) set the following parameters:

• ForSign = true

• PrintEditablePDF = false

These settings will return a PDF in the API results that you can use how you need with your e-sign implementation.