talk2bks's account

Thanks Duo,

It does appear to the template I was sending up. Can I send up a Word Doc, or does it have to be a PDF?

If I can pass a word doc, can I pass variables to the word doc? I see where I can with a PDF.

The document is a letter for the client to sign. I can change it to a PDF but this is constantly being updated and wanted to be able to update it a lot.

Oh wait, 

The status of the package was sent as "Sent". The test word doc I was sending up didn't have any signature tags in it yet which was causing the error. I found all these packages in the drafts folder. 

Question: can I send variables to a word doc? I do see where I can with a PDF. To clarify, I want to start the letter with "HI James, ...." in which James is inserted and not some text field.

Thanks for your help.

What I'm trying to accomplish is to use MS Word and insert a small amount of data from Salesforce. I am successful in inserting text using PDF but is there a way to use a Word document? 

Injecting Field Values | OneSpan Community Platform

As of now, it appears that I'm using a "Label" but I can't find any example of using it online and it's not pulling over the data.

------- Class ------

OneSpanAPIObjects.Field field1 = new OneSpanAPIObjects.Field();
field1.name = 'Text1';
field1.value = '200 E MAIN ST, PHOENIX AZ, 85123 USA';

OneSpanAPIObjects.Data data_x = new OneSpanAPIObjects.Data();
document.data = data_x;
document.fields = new List<OneSpanAPIObjects.Field>{field1};
sdk.createDocuments(packageId, document, doc);
pkg.status = OneSpanAPIObjects.PackageStatus.DRAFT;
sdk.updatePackage(pkg, packageId);

------- IN PDF ------

field name "Text1" - this works just fine.

------ IN WORD -----

{{esl_Text1:Signer1:Label}}       //This is the current extraction text. It does create a Label box but does not include the text in there (according to the preview).

I found that is you set your status = 'DRAFT', then the documents will upload to the sandbox's draft folder and you can see what's missing without hitting this error. Once you have it all ready, change it back to 'SENT'.

I'm sure that's the case. Do I need to get the placeholder id's first, then replace?

Template ID = jRwMThEo6E25qkTcTG-QgKBfijM=