# Yousign

YouSign is an electronic signature solution that allows individuals and businesses to securely sign documents online, eliminating the need for physical signatures.

<figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FpeNg3zX8sI2SY8etwO3w%2Fyousign.png?alt=media&#x26;token=d88a2ce0-e829-4649-991b-a61e2046240c" alt=""><figcaption></figcaption></figure>

To create a Yousign delivery, select `Yousign` option from the list of available deliveries within the `Deliveries` tab.

{% hint style="info" %}
To integrate your Yousign account with Docupilot, you'll require an API key from your Yousign account. You can generate a new API key by visiting this link:

[https://yousign.app/auth/api/apikeys](https://yousign.app/auth/api/apikeys.)
{% endhint %}

## Adding a Yousign account

<figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FCNIuKd0MF8Bh35BuOdRv%2FYousign%20new%20video%20oct%2018.gif?alt=media&#x26;token=f4b7523c-5ab5-4b4b-a57a-e20d2397d937" alt=""><figcaption><p>Adding an Yousign Account</p></figcaption></figure>

{% hint style="info" %}
Docupilot supports enabling the optional signers to skip **invalid signer, approver and follower entries.**
{% endhint %}

Yousign supports the following types of fields :&#x20;

* Signature Field
* Mention Field (Date Field)
* Text Field (Text Input)
* Checkbox Field
* Radio Button Field

## Smart Anchors:

Yousign places the signing fields on the document at locations where smart anchor tags are inserted. Read below to learn more about how to insert various types of fields in your Docupilot template.

{% hint style="info" %}
The text anchor's will appear in the generated document as original text. To make the anchors invisible in the final document,  **anchor text match with the background colour**.
{% endhint %}

## Signature Field:

Syntax: `\{{signer_index|signature|width|height}}`

Example: `\{{s1|signature|85|37}}`

<div><figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FRgoLkQuUqec8fjfbZDu3%2FScreenshot%202023-09-11%20at%204.05.22%20PM.png?alt=media&#x26;token=24e388bc-82ca-4b5d-9080-3ea2c9fc0a5b" alt="" width="563"><figcaption><p>Docupilot Template with YouSign's signature field</p></figcaption></figure> <figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FUyMcm8vj7bItLxbpkiLM%2FYousign1.2.png?alt=media&#x26;token=acaab382-cf01-48af-8e80-93cc5dc894dc" alt="" width="563"><figcaption><p>Signature on the Generated Document after </p></figcaption></figure></div>

Read more about the Yousign Signature field [here](https://developers.yousign.com/docs/fields-creation-new#signature-field).

## Mention Field (Date Field):

Syntax: `\{{signer_index|mention|mention_content}}`

Example: `\{{s1|mention|Read and approved on the %date%}}`

<div><figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FRSn1uacvTiQDHeXQ5ath%2Fyousign2.1.png?alt=media&#x26;token=6a5b0054-99ef-4bca-b5ba-927a50ef5f94" alt="" width="375"><figcaption><p>Docupilot Template with YouSign's signature &#x26; date field</p></figcaption></figure> <figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2Fziv8MAKtHJ15IIa7YpnC%2FScreenshot%202023-09-11%20at%204.22.25%20PM.png?alt=media&#x26;token=33ec85a3-5ecd-48c9-9777-27b0c31f7276" alt="" width="375"><figcaption><p>Signature &#x26; Date on the Generated Document after completing </p></figcaption></figure></div>

Read more about Yousign the Mention field [here](https://developers.yousign.com/docs/fields-creation-new#mention-field).

## Text Field (Text Input):

Syntax:`\{{signer_index|text|max_length|width|height|question|instruction|optional}}`

Example: `\{{s1|text|150|100|165|text field with specific width and height?|Important for us|t}}`

<div><figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FEtV9AK56zz9VUFa3Hn6P%2FYousign%203.1.png?alt=media&#x26;token=1df71a75-027a-468b-a984-41c289c7f11c" alt="" width="375"><figcaption><p>Docupilot Template with YouSign's text field</p></figcaption></figure> <figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FO0R7Q0BXlBUVySsm8V90%2FScreenshot%202023-09-11%20at%204.29.13%20PM.png?alt=media&#x26;token=c746f1a1-c642-4789-99ce-6da9530d63b8" alt="" width="375"><figcaption><p>Text added on the Generated Document after completing </p></figcaption></figure></div>

Read more about the Yousign Text field [here](https://developers.yousign.com/docs/fields-creation-new#text-field-text-input).

## CheckBox Field:

Syntax: `\{{signer_index|checkbox|size|optional|checked|name}}`

Example: `\{{s1|checkbox|24|t|f|Checkbox1}}`

Deprecated pattern:  `\{{signer_index|checkbox|optional|checked|name}}`

<div><figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FYOll5LVxdHHtbKA6v88E%2FScreenshot%202023-09-11%20at%204.34.26%20PM.png?alt=media&#x26;token=6a0fa8b1-98b2-43ad-8b14-ec308b9e6b35" alt=""><figcaption><p>Docupilot Template with YouSign's checkbox field</p></figcaption></figure> <figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FN8nCCcfiQc34wFLssk6x%2FYousign%204.2.png?alt=media&#x26;token=66e2656f-8b3b-47fa-a3f4-3bf010adf4e5" alt=""><figcaption><p>Checkbox is checked on the Generated Document after completing </p></figcaption></figure></div>

Read more about the Yousign Checkbox field [here](https://developers.yousign.com/docs/fields-creation-new#checkbox-field).

## Radio Button Field:

Syntax:`\{{signer_index|radio|size|group_name|optional}}`

Example: `\{{s1|radio|28|group_name_1|t}}`

<div><figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FpVkW7VHPd8O3HnLoQZKU%2FScreenshot%202023-09-11%20at%204.37.29%20PM.png?alt=media&#x26;token=b3939e11-4a34-46ab-82a1-eb2750a93ee7" alt=""><figcaption><p>Docupilot Template with YouSign's radio button field</p></figcaption></figure> <figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2F6wul23Qri5yk1zT8MZwy%2FYousign%205.2.png?alt=media&#x26;token=8348f756-813e-49cd-b8d8-16f8cde96d54" alt=""><figcaption><p>Radio is selected on the Generated Document after completing </p></figcaption></figure></div>

Read more about the Yousign Radio button field [here](https://developers.yousign.com/docs/fields-creation-new#radio-button-field).

{% hint style="warning" %}
&#x20;**Smart Anchors:**

To maintain performance, the usage of Smart Anchors is only possible on documents fitting the following criteria:

* 150 pages.
* 50 Mb
* Multiline anchors are not supported.
* If an anchor refers to a **non-existing Signer position** the **field** will **not be created.**
* **For better compatibility, Yousign recommends using the Arial font** when adding a Smart Anchor into a document.

If  document has more than 150 pages, no error will be sent but the Smart Anchors won't be parsed. *Note that this will still use credits from your Docupilot Account as well as Yousign account.*
{% endhint %}