Pre/fill in PDF + e-signature for non-HR task

[pavel_martinec]

Hello, community,

as per the title, I am looking for help with e-signature.

Use case: For our process, I need managers to sign a document, that is effectively sort of a contract. This document is a template, which we need to fill in with data before signing. The data can come from script, or by manual selection in the PDF before the signature.

This is for non-HR processes, it will be used as an attached document to SCTASK.

Setup: After I enabled the free E-signature plugin, I set up my document template and successfully connected it with my testing SCTASK. On the portal, I have added the E-Sign Task widget to my page which now successfully shows the document and allows me to sign it. For my template document, I have used some of the free services out there to create a demo PDF with one multiline input, one choice with options, and some radio buttons.

Problem(s):

1) When I open the portal page with the task, I can interact with the document and fill it in, however, after the signature, it just creates a copy attachment from the original PDF from the template, completely ignoring what was filled in.

2) I also do not see any interface, that would allow prefilling the PDF with specific data (e.g. through ${...}), so we offer this tailored document to sign for each manager (we need to prefill data like branch, department,etc.).

3) (Bonus) Currently the signature is in the signature history records. It would be nice to have it on the document, because otherwise, when you download it, it is again just that template without any context.

So for those problems - are those features even supported in the non-HR E-Signature, or I am just missing something?

Thank you very much!