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Sept 29 2022
by Andrey Safonov
Organizations worldwide recognize the value of e-signing solutions over improvised methods such as print-to-scan workflows. E-signing features embedded in internal or commercial software help companies speed up transactions with fewer errors, more robust security, and less paper.
In this release, PDFTron’s WebViewer introduces a complete e-signing solution to embed in any web application, making signing intuitive and adding e-signing capabilities easier.
We added new Signature Walkthroughs to prepare documents for faster signing. We also made improvements to signature styles and initials and to saving signatures for easy retrieval.
First: A little background on why we worked so hard to streamline the e-signing workflow. If you want to see new features, just skip to the second half of this post for an introduction to the new Signature Walkthroughs, plus other signature additions.
Try out the new signature features in the WebViewer
The electronic signature, and its secure counterpart, the digital signature, are fixtures of the post-COVID, work-from-anywhere world.
Financial and banking companies plus HR and legal departments consider e-signing a must-have tool in the business kit. Electronic signatures are ubiquitous in real estate forms, mortgage or insurance applications, renewals, and so on.
Many companies would like to embed e-signing features in an internal enterprise application or a commercial product, so their users can instantly sign documents as part of a complete and secure digital workflow.
With WebViewer version 8.9, embedding a custom signing solution becomes more straightforward. Our developers aligned existing features with the modern signing process, as practiced by millions of businesses worldwide, to make the e-signing process familiar. They then made the solution as configurable as the rest of the PDFTron SDK to suit your regional, industry, and unique workflow requirements.
The signature “walkthrough” is a staple of financial, insurance, real estate, and banking transactions that dates to the days of paper, when you added sticky notes to a document to indicate where clients make their mark.
WebViewer 8.9 introduces features to let users or developers customize their electronic signing walkthroughs, and features for signees to breeze through their digital forms.
Two new visual indicators make it easy to prepare documents for faster signing.
Brand-new flags help to capture a user’s attention -- like the classic ‘Sign Here’ or ‘Initial Here.’ The new label lets them know exactly where they need to mark the page.
Flags and labels can be added to any field type – a signature field, radio button, checkbox, date, or text field – and they are customizable by developers and users. A new API also controls WebViewer’s automatic scroll to the next flag as soon as a user completes a field, for an even faster signing experience.
I don’t know about you, but I can never get my e-signature to look like my real signature. So, to give the UX polish, WebViewer Signature Styles now supports several options in the dropdown list to better match your writing style.
Choose a signature style!
Initials are sometimes used instead of a signature representation. In WebViewer, users can create initials by drawing, typing, or uploading an image, in a single step.
WebViewer also detects whether a field requires a signature or initial by the field type, and then prompts the user to provide the correct representation.
Once you’ve selected a signature or initial style, save it for easy retrieval, so you don’t have to redraw it every time!
A new tab in the signature modal helps users organize their signatures. You can also check out our guide on how to
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