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Form Export for API

Form Export is a feature introduced with Release 177 of the SIGNiX platform, in February 2025 for API clients.

This feature allows users to export tagged PDFs and form partial XML configurations directly from SIGNiX MyDoX.

If your account does not currently have this feature enabled, please contact our Sales Team to learn how Form Export can transform your document workflows.

Users can upload PDFs to MyDoX and utilize the portal's unique interface to tag them with data fields and signature fields.

Once tagging is complete, the document can be exported as a tagged PDF, which retains the fields in PDF format.

The export also includes an XML description of the document fields and a Base64 encoded version of the document. This XML follows the same structure as the Form element in the SubmitDocument API call, enabling the exported file to serve as a template for submitting transactions to SIGNiX via the Flex API.

The Form Export feature significantly enhances the capabilities for developers working with the SIGNiX API. There are some examples for review here.

Steps to Use:
You will need SIGNiX access and general knowledge of using the portal to create transactions.

The first step is to add signers, either known users or placeholders. For this example, placeholders will be used.

Next, add the documents that you wish to tag - they must be PDF only.

Then you will add tags onto the document, such as Signatures, Text Boxes, etc. Everything is drag and drop, able to be customized in location on the document pages and in size.

When you return to the "Documents" screen, there will be a Download button, it is the shape of a downward arrow into a box.

Clicking this button will have the tagged document, and XML information, saved into your computer as a Zipped folder in your Downloads.

You will need to Extract the files and then you can review the tagged document in a program such as Adobe, and save the XML files for future use in SubmitDoc calls.