Skip to content

[FEATURE]: Dynamic fields insertion (signer metadata) directly in PDF #7246

@yharroch

Description

@yharroch

Is your feature request related to a problem? Please describe.

In many legal and administrative documents, the signature is accompanied by additional information such as:

  • Full name of the signer
  • Role or title
  • Company or organization
  • Email address
  • Date of signature
  • Location

Today, this information must be manually written inside the PDF before sending it for signature, which creates several issues:

  • Requires editing the PDF before every signature request
  • Increases risk of human error
  • Makes document automation difficult
  • Limits integration with structured workflows

Describe the solution you'd like

Add the ability to insert dynamic fields linked to signer metadata directly inside the PDF document when configuring a signature request.

This would allow administrators or document creators to automatically display information about the signer (such as name, company, role, etc.) inside the document without having to modify the PDF beforehand.

Describe alternatives you've considered

No response

Additional context

Introduce dynamic text fields linked to signer attributes that can be placed directly in the PDF viewer when configuring the document.

These fields would automatically populate when the signer signs the document.

Example dynamic variables
Possible variables could include:

{{signer.name}}
{{signer.firstname}}
{{signer.lastname}}
{{signer.email}}
{{signer.company}}
{{signer.role}}
{{signer.title}}
{{signer.date_signed}}

Example use case
When preparing a document for signature, the sender could place fields such as:

Signed by: {{signer.name}}
Title: {{signer.role}}
Company: {{signer.company}}
Date: {{signer.date_signed}}

Metadata

Metadata

Assignees

No one assigned

    Labels

    Type

    No type

    Projects

    Status

    0. Needs triage

    Milestone

    No milestone

    Relationships

    None yet

    Development

    No branches or pull requests

    Issue actions