1. First, you have to create an account on HelloSign (https://app.hellosign.com/account/logIn?from_logout=1).
2. Create your API key (https://app.hellosign.com/home/myAccount#api)

There are mainly 3 ways to send a signature request using the HelloSign API:

1. Using files
2. Using template
3. Using files and form fields

1. use_text_tags [boolean] (by default is set to 0)
2. hide_text_tags [boolean] (by default is set to 0)

1. [sig|req|signer1] This sig tag is used for providing the signature box, where can signer draw or upload a signature.
2. [text|req|signer1] This text tag is used for providing text box, where signer types its name.
3. [date|req|signer1] This date tag is used for providing a date, where current date is automatically populated.

When you specified above three tags in your PDF then it will look like: How to add text tag in Dynamic and Static PDF:

In static PDF, you can edit PDF using online editor and set above three tags (like [sig|req|signer1], [text|req|signer1] or [date|req|signer1]) where you want to set signature box, text box and date box in the PDF. Please keep mind that, while you editing static PDF online, set background white color to the above tags, so that these tags will be invisible.

In Dynamic PDF, when you generate PDF in through code you can set above three tags(like [sig|req|signer1], [text|req|signer1] or [date|req|signer1]) where you want to set signature box, text box and date box in the PDF. Please keep mind that, while you generating Dynamic PDF, set background white color to the above tags, so that these tags will be invisible.

Server-side code Hello Sign configuration (Backend):

• Create a Signature ID for signers:

You have specified that signer[1] is required to sign and signer[2] is required to initial. The corresponding API call for this might look something like this:

var hellosign = require('hellosign-sdk')({key: "---Hello Sign API key---"});
process.env.NODE_TLS_REJECT_UNAUTHORIZED = "0";
(In Node we have to set process.env.NODE_TLS_REJECT_UNAUTHORIZED = "0")
var options = {
 clientId: "---client id here---",
 subject: 'Proposal signature request',
 message: 'Awesome, right?',
 use_text_tags: 1,
 hide_text_tags: 1,
 signers: [
 {
 email_address: "signer1 emailAddress1",
 name: "text1"
 },
 {
 email_address: "signer2 emailAddress2",
 name: "text2"
 }
 ],
 files: ["---define path of PDF which is going to attached for e-Signature process---"]
};
hellosign.signatureRequest.createEmbedded(options)
.then(function (response) {
 // Handle success response
 // you can store following 3 IDs (Signature ID, Signer1 ID, Signer2 ID)
})
.catch(function (err) {
 // Handle error response
});

• Get Signature URL for specific signer based on signature ID:

var hellosign = require('hellosign-sdk')({key: "----Hello Sign API key----"});
process.env.NODE_TLS_REJECT_UNAUTHORIZED = "0";
var signUrlData = hellosign.embedded.getSignUrl(signatureId)
 .then(function (response) {
 // Handle success response
 })
 .catch(function (err) {
 // Handle error response
 });

When you open sign URL for any specific signer then you can find the following boxes will be open in your application: Client-side Hello Sign configuration (Front-end): To use it simply include the following code on your page.

<script type="text/javascript" src="https://s3.amazonaws.com/cdn.hellosign.com/public/js/hellosign-embedded.LATEST.min.js"> <script>
HelloSign.init("CLIENT_ID");
HelloSign.open({
 url: "CLAIM_URL",
 allowCancel: true,
 messageListener: function(eventData) {
 // do something
 }
});

When you have done with both sides(Signer1 sign and Signer2 sign) signing process then you can simply preview the PDF or Download the PDF.

Preview/Download PDF:

var hellosign = require('hellosign-sdk')({key: "-------hello sign API key--------"});
process.env.NODE_TLS_REJECT_UNAUTHORIZED = "0";
hellosign.signatureRequest.download(updatedProposalData.signatureRequestId, {file_type: 'zip'}, function (err, response) {
var filePath = config.uploads.zipFiles.dest + proposalId + '.zip';
var file = fs.createWriteStream(filePath);
 response.pipe(file);
 file.on('finish', function () {
 file.close();
 });
});

After successfully download a zip file and extract the zip file and get your signed PDF, sample code in Nodejs:

var extract = require('extract-zip')
extract(path.join(__dirname, '---path of your store zip file path---'),
 {dir: path.join(__dirname, '---path to store extract PDF file---')}, function (err) {
 if (err) {
 // Handle error response
 } else {
 // extraction is complete
 fs.unlink(path.join(__dirname, '---path of your store zip file path---'), function (err, data) {
 // Remove zip from our system
 });
 }
});

Note:

1. 1. 1. When you get sign URL for signer1 (For example, when you get sign URL for signer 1 based on “hellosign.embedded.getSignUrl” API) Hello Sign API internally recognize, which signer is it is and open respective specific sign and a text box for it based on signer ID.
      2. If you are using Hello Sign API in test mode then you have to set “test_mode”: 1 on server-side and “skipDomainVerification”: true on client-side.

Reference:

1. https://app.hellosign.com/api/embeddedSigningWalkthrough
2. https://app.hellosign.com/api/signature_request/files
3. https://app.hellosign.com/api/textTagsWalkthrough