Save pdf after e-signature

[partomas]

It's not so important " how the electronic signature functionality works" but from my point it's more important how to store these signed PDF's outside all "Uploads", to ensure their security. We has similar question with storing Contracts.

[muulox]

I figured out :

// Define the ID of the template PDF
$pdfTemplateId = '675208b87d2dd9fcd';
$entityId = entity\attribute('id');


$inventarName = record\attribute('CInventar', $entityId, 'name'); // Name


// Generate the PDF and create an attachment
$attachmentId = ext\pdf\generate('CInventar', $entityId, $pdfTemplateId, $inventarName);



// Create Document
$documentId = record\create('Document',
    'name', $inventarName,
    'status', 'Active',
    'fileId', $attachmentId // Asociezi ID-ul atașamentului
);

record\relate('CInventar', $entityId, 'documents', $documentId); 

[muulox]

The PDF document is generated, I see in: data/Upload/4654565466. The document is generated whit name: CInventar, but the generated PDF is not attached to the document. I have tried many variations, but I don't know what I am doing wrong. I am attaching the code. Thank you for your help!"

entity : mx.com/#CInventar

Inventar	cInventar	one-to-many	documents	Document

here 'cInventar' is whit lower case ! - this i se a problem.?

// Define the ID of the template PDF
$pdfTemplateId = '675208b87d2dd9fcd';
$entityId = entity\attribute('id');


// Generate the PDF and create an file - this is working!
$attachmentId = ext\pdf\generate(
    'CInventar',
    $entityId,
    $pdfTemplateId,
    'CInventar.pdf'
);

$fileContent = record\attribute('Attachment', $attachmentId, 'fileContent');
$attachmentType = record\attribute('Attachment', $attachmentId, 'type');
$attachmentSize = record\attribute('Attachment', $attachmentId, 'size');
$attachmentGlobal = record\attribute('Attachment', $attachmentId, 'global');


// the document is created whitout the pdf attachment/file
$documentId = record\create('Document',
    'role', 'Attachment',
    'type', $attachmentType,
    'size', $attachmentSize,
    'fileContent', $fileContent,
    'global', $attachmentGlobal,
    'name', 'CInventar.pdf',
    'storage', record\attribute('Attachment', $attachmentId, 'storage'),
    'sourceId', $attachmentId,
    'entityType', 'CInventar',
    'entityId', $entityId //

);
​ 

[muulox]

Any sugestions?

[muulox]

Whit this code pdf-is generated.I see in//data/upload , but the attachment is not attached in entity documents. A file is created in Documents but the attachment is empty.

// Define the ID of the template PDF
$pdfTemplateId = '675208b87d2dd9fcd'; // Înlocuiește cu ID-ul real al template-ului tău
$entityId = entity\attribute('id'); // ID-ul entității curente (de exemplu, CInventar)


// Generate the PDF and create an attachment
$attachmentId = ext\pdf\generate(
    'CInventar', // Tipul entității
    $entityId,   // ID-ul entității
    $pdfTemplateId, // ID-ul template-ului PDF
    'CInventar_.pdf' // Numele fișierului pentru atașament
);


// Obține conținutul atachment-ului PDF
$fileContent = record\attribute('Attachment', $attachmentId, 'fileContent');


// Creează un document în EspoCRM
$documentId = record\create('Document',
    'name', 'CInventar_' , // Numele documentului
    'type', record\attribute('Attachment', $attachmentId, 'type'), // Tipul fișierului
    'size', record\attribute('Attachment', $attachmentId, 'size'), // Dimensiunea fișierului
    'global', record\attribute('Attachment', $attachmentId, 'global'), // Marcare ca document global
    'fileContent', $fileContent, // Conținutul fișierului PDF
    'storage', record\attribute('Attachment', $attachmentId, 'storage'), // Tipul de stocare

);
        record\create('CInventar', $entityId,
            'documents' => $documentId // Salvează ID-ul documentului generat
        );​ 

[emillod]

Please look at this: ext - EspoCRM Documentation
this will not work AFAIK: 'CInventar' . $entityId . '.pdf'

[muulox]

i created a code but dosent working:

$pdfTemplateId = '675208b87d2dd9fcd';
$entityId = entity\attribute('id');

// Generate the PDF and create an attachment
$attachmentId = ext\pdf\generate(
'CInventar',
$entityId,
$pdfTemplateId,
'CInventar' . $entityId . '.pdf'
);

$documentId = record\create('Document',
'name', 'CInventar' . $entityId, // Numele documentului
'type', record\attribute('Attachment', $attachmentId, 'type'),
'size', record\attribute('Attachment', $attachmentId, 'size'),
'fileContent', record\attribute('Attachment', $attachmentId, 'fileContent'),
'storage', record\attribute('Attachment', $attachmentId, 'storage')
);

record\link('CInventar', $entityId, 'documents', $documentId);​​ 

[muulox]

Hello,
I created the PDF Teamplate which will contain all required information, including image with eSignature.
My question is the code for the workflow. To generate PDF according acording to the teamplate id, and save to the generated pdf at the client -> contracts - attachments.
Thank you!

[emillod]

I believe you should simply create a PDF template which will contain all required information, including image with eSignature.
And then you can simply create a workflow which will execute formula which generates PDF based on specific trigger and it should save it as an attachment to this record.

[yuri]

Hi,

It's hard to tell for me as I don't know how the electronic signature functionality works. What records are produces in Espo upon signing.

[muulox]

Hello,

We have implemented electronic signature documents for EspoCRM.
Accounts have Contracts, the customer signs the contract, we have a pdf print template - ex: "Customer contract", I want the pdf to be saved as an attachment to the customer contract after the customer has signed the contract and we updated the SIGNED field, after which it should be saved in Account-Contract Attachments. So that we don't use sheets anymore. The customer can view the contract as an attachment in the customer portal.

How can we create a workflow like this to automatically save pdf to contract attachments?

Thank you!