Embedding eformsign features¶

By embedding eformsign features, customers can use eformsign’s electronic document features within their service/website without actually visiting the eformsign service.

For example, it’s similar to the way of embedding a YouTube video in a blog post so that it can be played on the blog post itself.

Getting started¶

You need Company ID and Template ID to use eformsign embedding features.

Where to find Company ID¶

You can view the company ID in Manage company > Company profile > Basic information.

Company profile > Basic information¶

Where to find Template ID¶

Go to Manage templates page and click the Settings icon of the template that you want to use. You can view the form_id in the URL of the template.

eformsign Manage templates page¶

Template ID¶

Installation¶

Add the following script in the webpage where you want to use eformsign features.

//jquery
<script src="https://www.eformsign.com/plugins/jquery/jquery.min.js"/>
//eformsign embedded script
<script src="https://www.eformsign.com/lib/js/efs_embedded_v2.js"/>
//eformsign redirect script
<script src="https://www.eformsign.com/lib/js/efs_redirect_v2.js"/>

Note

If you add this script in the page where you want to embed eformsign features, an eformsign object can be used as a global variable.

About the eformsign object¶

There are two types of eformsign objects: embedded and redirect.

Type

Name

Description

embedding

eformsign.document (document_option, iframe_id, success_callback, error_callback)

Function that allows to create documents by embedding eformsign

callback parameters are optional

document_option, iframe_id: required
success_callback: optional
error_callback: optional

redirect

eformsign.document (document_option)

Function that allows to create documents by redirecting to eformsign

document_option : required

Note

The redirect method will be available in the future.

var eformsign = new EformSign();

var document_option = {
  "company" : {
     "id" : '', // enter the company id
     "country_code" : "", // enter the country code (ex: kr)
     "user_key": ""  // enter the unique key in the customer's system (the unique key of the user who logged in to the customer's system) - optional
  },
  "user" : {
       "type" : "01" ,
       "access_token" : "", // refer to openAPI accessToken for information on entering access tokens
       "refresh_token" : "", // refer to openAPI accessToken for information on entering refresh tokens
       "external_token" : "", // refer to openAPI accessToken for information on entering external tokens used in the external recipient step
       "external_user_info" : {
          "name" : "" // enter the external recipient name in the external recipient step
       }
   },
   "mode" : {
       "type" : "02",
       "template_id" : "", // enter the template id
       "document_id" : ""  // enter the document_id
   },
   "prefill" : {
       "document_name": "", // enter the document title
       "fields": [ {
           "id" ; "customer name",
           "value" : "John Doe",
           "enabled" : true,
           "required" : true
       }]
   },
   "return_fields" : ['customer name']
};

//callback option
var success_callback = function(response){
   console.log(response.code);
   if( response.code == "-1"){
       //successfully created document
       console.log(response.document_id);
       // Can view the data sent to return_fields. The field refers to the ID of the input component generated when filling in a form.
       console.log(response.field_values["company_name"]);
       console.log(response.field_values["position"]);
   }
};

var error_callback = function(response){
   console.log(response.code);
   //failed to create document
   alert(response.message);

};

eformsign.document(document_option , "eformsign_iframe" , success_callback , error_callback  );

embedding_document function¶

This function allows to create documents in the customer’s website/service by embedding eformsign features.

You can use two types of parameters: document_option and callback.

Note

Functions document (document_option, iframe_id, success_callback, error_callback)

Parameter Name	Parameter Type	Required Y/N	Description
document_option	Json	Y	Specifies the option related to documents when embedding and running eformsign
iframe_id	String	Y	The iframe id to be embedded and displayed
success_callback	function	N	The callback function to be called when an eformsign document is succesfully created
error_callback	function	N	The callback function to be called when an eformsign document fails to be created

var eformsign = new EformSign();
var document_option = {
   "company": {
       "id": '', // enter the company id
       "country_code": "", // enter the country code (ex: kr)
       "user_key": '' // enter the unique key in the customer's system (the unique key of the user who logged in to the customer's system) - optional
   },
   "user": {
       "type": "01",
       "access_token": "", // refer to openAPI accessToken for information on entering access tokens
       "refresh_token": "", // refer to openAPI accessToken for information on entering refresh tokens
       "external_token": "", // refer to openAPI accessToken for information on entering external tokens used in the external recipient step
       "external_user_info": {
           "name": "" // enter the external recipient name in the external recipient step
       }
   },
   "mode": {
       "type": "02",
       "template_id": "", // enter the template id
       "document_id": "" // enter the document_id
   },
   "prefill": {
       "document_name": "", // enter the document title
       "fields": [{
           "id" : "",
           "customer name" : "",
           "value": "John doe",
           "enabled": true,
           "required": true
       }]
   },
   "return_fields": ['customer name']
};

//callback option
var success_callback = function (response) {
   console.log(response.code);
   if (response.code == "-1") {
       //successfully created document
       console.log(response.document_id);
       // Can view the data sent to return_fields. The field refers to the ID of the input component generated when filling in a form.
       console.log(response.field_values["company_name"]);
       console.log(response.field_values["position"]);
   }
};


var error_callback = function (response) {
   console.log(response.code);
   //failed to create document
   alert(response.message);

};

eformsign.document(document_option, "eformsign_iframe", success_callback, error_callback);

Parameter description: document-option¶

In document-option, you can configure settings regarding company information, user information, mode, return fields, and autofill.

Note

Company information and mode are required fields.

1. Company information (required)¶

  var document_option = {
    "company" : {
        "id" : 'f9aec832efef4133a1e849efaf8a9aed',  // can be checked in company id - manage company - company profile (required)
        "country_code" : "kr", // Although this is not a required field, it is recommended to be specified. (you can specify the country code in Company profile of Manage company) - allows to open quickly
        "user_key": "eformsign@forcs.com"
    }
};

2. User information (optional)¶

Creation of a new document through an internal member logging in

This applies when the user information is not specified.
In this case, the eformsign login page is executed and documents can be created after logging in.

Creation of a document by using the token of an internal member (includes new and received documents).

When embedded, the token of a specific account is used to create documents and fill in received documents without logging into eformsign.
Tokens can be issued through the issuance of Open API’s access tokens.

var document_option = {
    "user":{
        "type" : "01" , // 01 - internal or  02 - external  (required)
        "access_token" : "", // refer to openAPI accessToken for information on entering access tokens
        "refresh_token" : "", // refer to openAPI acessToken for information on entering refresh tokens
    }
};

Creation of a new document by an external user

The method of creating a document by a user who is not a member of eformsign

var document_option = {
    "user":{
        "type" : "02" , // 01 - internal or  02 - external  (required)
        "external_user_info" : {
            "name" : "" // enter the external recipient name in the external recipient step
        }
    }
};

Creation of a document received from an external user

When eformsign is embedded, this is the method of creating a document received from a user who is not a member of eformsign

var document_option = {
    "user":{
    "type" : "02" , // 01 - internal or  02 - external  (required)
    "external_token" : "", // refer to openAPI accessToken for information on entering external tokens in the external recipient step
    "external_user_info" : {
    "name" : "" // enter the external recipient name in the external recipient step
        }
    }
};

var document_option = {
    "user":{
        "type" : "01" , // 01 - internal or  02 - external  (required)
        "access_token" : "", // refer to openAPI accessToken for information on entering access tokens
        "refresh_token" : "", // refer to openAPI accessToken for information on entering refresh tokens
        "external_token" : "", // refer to openAPI accessToken for information on entering external tokens in the external recipient step
        "external_user_info" : {
           "name" : "" // enter the external recipient name in the external recipient step
        }
    }
};

3. Mode (required)¶

Creating a new document by using a template

Create a new document by using a template.

var document_option = {
    "mode" : {
    "type" : "01" ,  // 01 : Create a document, 02 : Fill in a document, 03 : Preview
    "template_id" : "" // enter the template id
    }
}

Filling in a received document

Fill in a received document.

var document_option = {
    "mode" : {
    "type" : "02" ,  // 01 : Create a document , 02 : Fill in a document, 03 : Preview
    "template_id" : "", // enter the template id
    "document_id" : ""  // enter document_id
    }
}

Previewing a document

Preview a document.

var document_option = {
    "mode" : {
    "type" : "03" ,  // 01 : Create a document , 02 : Fill in a document , 03 : Preview
    "template_id" : "", // enter the template id
    "document_id" : ""  // enter document_id
    }
}

var document_option = {
  "mode" : {
    "type" : "01" ,  //01 : Create a document , 02 : Fill in a document, 03 : Preview
    "template_id" : "", // enter the template id
    "document_id" : ""  // enter document_id
  }
}

4. Return fields (optional)¶

Specify the fields that can be received using callback functions after creating and updating a document.

Note

If no field is specified, then only the default fields are provided. Refer to callback parameters for more information.

var document_option = {
   "return_fields" : ['customer name']
}

5. Auto entry (used for automatically entering fields in the document creation process)¶

Document title

Specify the title of the document to be created in document_name.

var document_option = {
    "prefill" : {
        "document_name": "time off application"
    }
}

Field configuration

Based on the input component ID specified during form creation, set the initial field value, enable/disable option, and required/optional option.

Note

enabled - If unspecified, follows the Manage item option in Template settings. - If specified, overrides the Manage item option in Template settings.
required - If unspecified, follows the Manage item option in Template settings. - If specified, overrides the Manage item option in Template settings.
value - If unspecified, follows the Field settings option in Template settings during new document creation. - If specified, overrides the Field settings in Template settings.

Parameter description: Callback¶

Parameter Name	Parameter Type	Required (Y/N)	Description
success_callback	function	Y	The callback function to be called when an eformsign document is created
error_callback	function	N	The callback function to be called when an eformsign document is failed to be created

The callback functions are configured as follows.

When a callback function is configured with the document function parameter, the following values are returned when a callback function is called.

Callback	Type	Description	Remark
code	string	Returns an error code when failed to submit a document	normal if -1
document_id	string	Returns the document_ID of the created document when a document is successfully submitted.	ex) 910b8a965f9 402b82152f48c6da5a5c
field_values	object	Can get the value entered by the user in return_fields specified in document_option	ex).field_values[“name”] // john
message	string	Returns an error message when failed to submit a document	normal if an empty value
title	string	Returns the title of the document when a document is submitted	ex) contract

Embedding eformsign features¶

Getting started¶

Where to find Company ID¶

eformsign Menu¶

eformsign Company profile menu¶

Company profile > Basic information¶

Where to find Template ID¶

eformsign Manage template menu¶

eformsign Manage templates page¶

Template ID¶

Installation¶

About the eformsign object¶

embedding_document function¶

Parameter description: document-option¶

1. Company information (required)¶

2. User information (optional)¶

3. Mode (required)¶

4. Return fields (optional)¶

5. Auto entry (used for automatically entering fields in the document creation process)¶

Parameter description: Callback¶