I'm building a site that requires companies to upload their own PDFs, now these PDFs will have sections on that will need to get the data from our database and also be able to electronically sign sections.
The question is each companies PDF will differ and have different content and areas that will have info from the db and in different places. So I believe Docusign is a good example, but my client doesn't want to use this and neither will the clients who will use this system, so I''m looking at solutions to be able to achieve this.
I've thought about allowing them to upload their PDF, convert that to HTML so that they can then mark each section as editable and which sections need a signature, upon saving this create it back to a PDF to then allow the user to send to their customers. Is this something you guys would recommend or is there an easier option, I just don't want to be manually creating/editing each PDF that comes in when a new business signs up.
So i’m still looking for a sokution to this, basically i want to be able to upload a Pdf then show as html so the user can make different sections editable and also mark section that require a signature. How can this be achieved?
This can be achieved exact way you said. Just find proper pdf library which is able to import/export to html. After user uploads pdf you export to html and show this html to user. You will need to write javascript which allows user to "highlight" these parts you mentioned and put there same placeholders you will be able to recognize on backend when user requests save. Then you just process his input and import that html to your pdf library, save it as pdf and voilà thats it.
@theUnforgiven Yes, almost everything is doable. The question is if its worth to do? Implementing such thing will take you much time. If there is only few documents to process then I wouldn't go into automation. It's all about time required.
@Yorki - It could potentially be in the 1000s and it will ultimately save our customers money as well as their time to do such task, rather than jumping between our system and something like DocuSign which obviously charge.
So, I got the PDF to HTML all working and now showing the HTML version within a view file. I now need to be able to add "tags" or pieces of content in certain places within the PDF.
`For example:` within the pdf it will say address, so I need a way to either insert a tag for the address or auto fill the address field from the db, likewise for other things like rent amount, persons name and so on.
Each PDF will have the same sort of text, so how best can I achieve this? Search for the text via JS or something then insert a tag etc?