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feat: autoplace fields from placeholders (#2111)
This PR introduces automatic detection and placement of fields and
recipients based on PDF placeholders.
The placeholders have the following structure:
- `{{fieldType,recipientPosition,fieldMeta}}`
- `{{text,r1,required=true,textAlign=right,fontSize=50}}`
When the user uploads a PDF document containing such placeholders, they
get converted automatically to Documenso fields and assigned to
recipients.
This commit is contained in:
@@ -316,6 +316,8 @@ Before adding fields to an envelope, you will need the following details:
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See the [Get Envelope](#get-envelope) section for more details on how to retrieve these details.
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### Coordinate-Based Positioning
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The following is an example of a request which creates 2 new fields on the first page of the envelope.
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Note that width, height, positionX and positionY are percentage numbers between 0 and 100, which scale the field relative to the size of the PDF.
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@@ -360,6 +362,95 @@ curl https://app.documenso.com/api/v2/envelope/field/create-many \
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}'
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```
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### Placeholder-Based Positioning
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Instead of specifying exact coordinates, you can position fields using placeholder text in the PDF. The API will search for the text and place the field at that location.
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This is useful when:
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- You have PDFs with designated placeholder text (e.g., `{{signature}}`, `[SIGN HERE]`)
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- You want field positions to adapt to document content changes
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- You're working with templated documents generated from other systems
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```sh
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curl https://app.documenso.com/api/v2/envelope/field/create-many \
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--request POST \
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--header 'Authorization: api_xxxxxxxxxxxxxx' \
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--header 'Content-Type: application/json' \
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--data '{
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"envelopeId": "envelope_xxxxxxxxxx",
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"data": [
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{
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"recipientId": recipient_id_here,
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"type": "SIGNATURE",
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"placeholder": "{{signature}}"
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},
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{
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"recipientId": recipient_id_here,
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"type": "NAME",
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"placeholder": "{{name}}",
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"width": 30,
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"height": 5
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}
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]
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}'
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```
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#### Placeholder Parameters
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| Parameter | Type | Required | Description |
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| ------------- | ------- | -------- | ---------------------------------------------------------------------------------------------------------------- |
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| `placeholder` | string | Yes | Text to search for in the PDF. The field is placed at the location of this text. |
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| `width` | number | No | Override the field width (percentage). If omitted, uses the placeholder text width. |
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| `height` | number | No | Override the field height (percentage). If omitted, uses the placeholder text height. |
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| `matchAll` | boolean | No | When `true`, creates a field at every occurrence of the placeholder. Default is `false` (first occurrence only). |
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<Callout type="info">
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The placeholder text is automatically covered with a white rectangle after field creation, so it
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won't appear in the final signed document.
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</Callout>
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#### Multiple Occurrences
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If your PDF contains the same placeholder text multiple times (e.g., initials on every page), use `matchAll: true` to create fields at all occurrences:
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```json
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{
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"recipientId": 123,
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"type": "INITIALS",
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"placeholder": "{{initials}}",
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"matchAll": true
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}
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```
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This will create one INITIALS field for each occurrence of `{{initials}}` in the PDF.
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#### Mixing Positioning Methods
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You can combine coordinate-based and placeholder-based positioning in the same request:
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```json
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{
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"envelopeId": "envelope_xxxxxxxxxx",
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"data": [
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{
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"recipientId": 123,
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"type": "SIGNATURE",
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"placeholder": "{{signature}}"
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},
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{
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"recipientId": 123,
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"type": "DATE",
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"page": 1,
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"positionX": 70,
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"positionY": 85,
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"width": 20,
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"height": 3
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}
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]
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}
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```
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Field meta allows you to further configure fields, for example it will allow you to add multiple items for checkboxes or radios.
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A successful request will return a JSON response with the newly added fields.
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