Pre-fill Form Fields Before Sending a Document

This is best suited when the sending organization prefers to configure forms and templates with e-sign rules, logic, dependencies, reminders, encryption, and more; pre-filling data from a sending system into a form, with the option to back-fill form data back into sending system.

  1. Authenticate sending server with RSign system
    1. Authenticate sender address with RSign (IP authentication, domain verification, SPF, and DKIM set up).
  2. Authorize sending address with RSign service plan for sending address.
  3. Create E-Sign Template
    1. Use RSign web interface or iFrame RSign Create interface into sending application
    2. Upload form
    3. Drag-and-drop fields, rules, settings
    4. Save as a template
  4. Map Fields
    1. Prefill: Map fields for pre-filling data from sending system into template
    2. Backfill: Map fields for back-filling data from web form at signer into sending system
  5. Send
    1. Use RSign APIs to send the template for e-sign to recipients
  6. Prepare for return signed contracts and data reports.
    1. Use RSign APIs to receive e-signed PDF and enhanced meta data