PDF Form Field Name Guidelines for SignaturePointSet

This section outlines the naming logic when the Signature, Date, and Initials fields are selected as a value in the Type element within a SignaturePointSet>SignaturePoint container with either Dynamic, Static, or Embedded PDF documents.

Note: Expere will not generate a form field nor return a <FillableFieldSet/> container in the response file when no ID (for example: (RembrandID, SignerID, '*') is specified for Fillable Fields or Fillable Checkboxes.

Initials

When the Type element = "Initials" the FieldName format consists of the following naming convention: 
SS+TAG{"tagName": "Enter FieldName", "type": "Initials", "role": {"type": "Borrower", "num": 1}, "required": true}

For example: SS+TAG{"tagName": "INI_Borrower_1_MyIniSignerID_true_1", "type": "Initials", "role": {"type": "Borrower", "num": 1}, "required": true}

Guidelines
SS+TAG This is a required prepend to the name
"tagName": "Enter FieldName", : The FieldName value is created using specific Expere logic to create a unique value. For example, in the value "INI_Borrower_1_MyIniSignerID_true_1"
  • INI is used when the Type -'Initials'
  • Borrower is the SignerRole
  • 1 value is derived from the authored SignatureRoleSequence value
  • MyIniSignerID is the value derived from the SignerIdentifier in the REQ.
  • The "true" or "false" value is extracted from the SignatureRequired element.
  • 1 value is derived from the authored SignerSignatureSequence value
Note: the "tagName" value must be unique.
"type": "Initials", : "Initials" is the value used with the Type element.
"role": {"type": "Borrower", :
"num": Set to the integer, starting with 1, for the corresponding responsible party. Expere will assign the integer sequentially to each unique party. if signer is identified with wildcard; it will get assigned to the first non-wildcard / non-null signers. See Additional "num" notes for more information.
"required": true} : The "true" or "false" value is extracted from the SignatureRequired element.
Sample response snippet

<r:Id>MyIniSignerID</r:Id>
<r:SignerEmail>sigInifieldemail@email.com</r:SignerEmail>
<r:Description>Borrower</r:Description>
<r:SignaturePoint>
		<r:IncludeDate>true</r:IncludeDate>
		<r:PageNumber>1</r:PageNumber>
		<r:PageOrder>1</r:PageOrder>
		<r:Height>36.0</r:Height>
		<r:Width>72.0</r:Width>
		<r:SignatureText>INI_Name</r:SignatureText>
		<r:XCoordinate>307.0</r:XCoordinate>
		<r:YCoordinate>412.12</r:YCoordinate>
		<r:Type>Initials</r:Type>
		<r:FieldName>SS+TAG{"tagName": "INI_Borrower_1_MyIniSignerID_true_1", "type": "Initials", "role": {"type": "Borrower", "num": 1}, "required": true}</r:FieldName>
		<r:Sequencing>5</r:Sequencing>
		<r:SignatureRequired>false</r:SignatureRequired>
</r:SignaturePoint>

Signature

When the Type element = "Signature" the FieldName format consists of the following naming convention: 
SS+TAG{"tagName": "Enter FieldName", "type": "Signature", "role": {"type": "Borrower", "num": 1}, "required": true}

For example: SS+TAG{"tagName": "MySignerID", "type": "SIGNATURE", "role": {"type": "Borrower", "num": 1}, "required": true}

Guidelines
SS+TAG This is a required prepend to the name
"tagName": "Enter FieldName", : The FieldName value is created using specific Expere logic to create a unique value. For example, in the value "SIG_Borrower_1_MySignerID_true_1"
  • SIG is used when the Type -'Signature'
  • Borrower is the SignerRole
  • 1; value derived from SignatureRoleSequence
  • MyIniSignerID is the value derived from the SignerIdentifier in the REQ.
  • The "true" or "false" value is extracted from the SignatureRequired element.
  • 1 value is derived from the authored SignerSignatureSequence value
Note: the "tagName" value must be unique.
"type": "Signature", : "Signature" is the value used with the Type element.
"role": {"type": "Borrower", :
"num": Set to the integer, starting with 1, for the corresponding responsible party. Expere will assign the integer sequentially to each unique party. if signer is identified with wildcard; it will get assigned to the first non-wildcard / non-null signers. See Additional "num" notes for more information.
"required": true} : The "true" or "false" value is extracted from the SignatureRequired element.
Sample response snippet

<r:Id>MySignerID</r:Id>
<r:SignerEmail>MySignerEmail@email.com</r:SignerEmail>
<r:Description>Borrower, Borrower</r:Description>
<r:SignaturePoint>
		<r:IncludeDate>false</r:IncludeDate>
		<r:PageNumber>1</r:PageNumber>
		<r:PageOrder>1</r:PageOrder>
		<r:Height>36.0</r:Height>
		<r:Width>72.0</r:Width>
		<r:SignatureText>MySignerName</r:SignatureText>
		<r:XCoordinate>307.0</r:XCoordinate>
		<r:YCoordinate>412.12</r:YCoordinate>
		<r:Type>Signature</r:Type>
		r:FieldName>SS+TAG{"tagName": "SIG_Borrower_1_MySignerID_true_1", "type": "SIGNATURE", "role": {"type": "Borrower", "num": 2}, "required": true}</r:FieldName>
		<r:Sequencing>5</r:Sequencing>
		<r:SignatureRequired>true</r:SignatureRequired>
</r:SignaturePoint>

Date

Note: "AUTO_DATE" is the default option for the SmartSign Plus acroform field naming convention; in order to have a "type" of "DATE", users would need to pass in an XPath of /Txn/EOriginalSSPlusUseManualDateInd=1.
When the Type element = "Date" the FieldName format consists of the following naming convention: 
SS+TAG{"tagName": "Enter SignerIdentifier", "type": "AUTO_DATE", "role": {"type": "Borrower", "num": 1}, "required": true, "appearance": {"format": {"formatType": "DATE", "value": "MM/dd/yyyy"}}}

For example: SS+TAG{"tagName": "INI_Borrower_1_MyIniSignerID_true_1", "type": "AUTO_DATE", "role": {"type": "Borrower", "num": 1}, "required": true, "appearance": {"format": {"formatType": "DATE", "value": "MM/dd/yyyy"}}}

When the EOriginalSSPlusUseManualDateInd =1 and Type element = "Date" the FieldName format consists of the following naming convention: 
SS+TAG{"tagName": "Enter FieldName", "type": "DATE", "role": {"type": "Borrower", "num": 1}, "required": true, "appearance": {"format": {"formatType": "DATE", "value": "MM/dd/yyyy"}}}

For example: SS+TAG{"tagName": "INI_Borrower_1_MyIniSignerID_true_1", "type": "DATE", "role": {"type": "Borrower", "num": 1}, "required": true, "appearance": {"format": {"formatType": "DATE", "value": "MM/dd/yyyy"}}}

Guidelines
SS+TAG this is a required prepend to the name
"tagName": "Enter FieldName", : The FieldName value is created using specific Expere logic to create a unique value. For example, in the value "SIG_Borrower_1_MySignerID_true_1_eSigDate"
  • SIG is used when the Type -'DATE'
  • Borrower is the SignerRole
  • 1 value derived from SignatureRoleSequence
  • MyIniSignerID is the value derived from the SignerIdentifier in the REQ.
  • The "true" or "false" value is extracted from the SignatureRequired element.
  • 1 value is derived from the authored SignerSignatureSequence value
  • eSigDate is automatically generated if the Type - 'DATE' is present.
Note: the "tagName" value must be unique.
"type": "AUTO_DATE", : "AUTO_DATE" is the value used when the Type element is "Date" and /Txn/EOriginalSSPlusUseManualDateInd does not = 1 or XPath is not present or passed in.
"type": "DATE", : "DATE" is the value used when the Type element is "Date" and /Txn/EOriginalSSPlusUseManualDateInd = 1.
"role": {"type": "Borrower", :
"num": Set to the integer, starting with 1, for the corresponding responsible party. Expere will assign the integer sequentially to each unique party. if signer is identified with wildcard; it will get assigned to the first non-wildcard / non-null signers. See Additional "num" notes for more information.
"required": true} : The "true" or "false" value is extracted from the SignatureRequired element.
"appearance": {"format": {"formatType": "Date", "value": "MM/dd/yyyy"}; will specify the date value in an "MM/dd/yyyy" format.
Sample response snippet

<r:Id>MySignerID</r:Id>
<r:SignerEmail>MySignerID@email.com</r:SignerEmail>
<r:Description>Borrower, Borrower</r:Description>
<r:SignaturePoint>
		<r:IncludeDate>false</r:IncludeDate>
		<r:PageNumber>1</r:PageNumber>
		<r:PageOrder>1</r:PageOrder>
		<r:Height>36.0</r:Height>
		<r:Width>72.0</r:Width>
		<r:SignatureText>SigFieldSignerName</r:SignatureText>
		<r:XCoordinate>307.0</r:XCoordinate>
		<r:YCoordinate>412.12</r:YCoordinate><r:Type>Date</r:Type>
		<r:FieldName>SS+TAG{"tagName": "SIG_Borrower_1_MySignerID_true_1_eSigDate", "type": "Date", "role": {"type": "Borrower", "num": 1}, "required": true, "appearance": {"format": {"formatType": "DATE", "value": "MM/dd/yyyy"}}}</r:FieldName>
		<r:Sequencing>5</r:Sequencing>
		<r:SignatureRequired>false</r:SignatureRequired>
</r:SignaturePoint>