62 lines
5.6 KiB
Markdown
62 lines
5.6 KiB
Markdown
# Field Mapping: Adobe Sign → DocuSign
|
||
|
||
This doc tracks direct mappings and required transforms between Adobe Sign library document (template) properties and DocuSign template properties.
|
||
|
||
## Field Type Mapping (inputType + contentType + validation → DocuSign tab)
|
||
|
||
Adobe Sign requires `inputType`, `contentType`, and sometimes `validation` to determine the correct DocuSign tab.
|
||
Source: Adobe Sign UI "Change field type" dropdown (all 15 types) + API field data.
|
||
|
||
| Adobe UI Label | inputType | contentType | validation | DocuSign Tab | Notes |
|
||
|---------------------|-------------------|------------------|------------|----------------------|--------------------------------------------|
|
||
| Signature | SIGNATURE | SIGNATURE | — | signHereTabs | |
|
||
| Initials | SIGNATURE | SIGNER_INITIALS | — | initialHereTabs | NOT a full signature |
|
||
| Recipient name | TEXT_FIELD | SIGNER_NAME | — | fullNameTabs | Auto-populated from signer profile |
|
||
| Recipient email | TEXT_FIELD | SIGNER_EMAIL | — | emailAddressTabs | Auto-populated from signer profile |
|
||
| Date of signing | TEXT_FIELD | SIGNATURE_DATE | — | dateSignedTabs | Auto-populated on signing |
|
||
| Text | TEXT_FIELD | DATA | STRING | textTabs | |
|
||
| Date | TEXT_FIELD | DATA | DATE | dateTabs | User-entered date (not auto-signed date) |
|
||
| Number | TEXT_FIELD | DATA | NUMBER | numberTabs | |
|
||
| Drop-down menu | DROP_DOWN | DATA | — | listTabs | Options from hiddenOptions array |
|
||
| Attachments | FILE_CHOOSER | DATA | — | signerAttachmentTabs | Manual review recommended |
|
||
| Participation stamp | PARTICIPATION_STAMP | — | — | (skipped) | No DocuSign equivalent |
|
||
| Image | INLINE_IMAGE | DATA | — | (skipped) | No DocuSign equivalent |
|
||
| Company | TEXT_FIELD | COMPANY or SIGNER_COMPANY | — | companyTabs | Auto-populated from signer profile. API returns `SIGNER_COMPANY` when set via UI. |
|
||
| Title | TEXT_FIELD | TITLE or SIGNER_TITLE | — | titleTabs | Auto-populated from signer profile. API returns `SIGNER_TITLE` when set via UI. |
|
||
| Stamp | STAMP | — | — | (skipped) | No DocuSign equivalent |
|
||
| Signature block | BLOCK | SIGNATURE_BLOCK | — | signHereTabs | Composite block — mapped to sign-here |
|
||
|
||
## Role/Recipient Mapping
|
||
| Adobe Field | DocuSign Field | Notes |
|
||
|-----------------------|---------------------|-------|
|
||
| recipientSetRole | role (signer, etc.) | Matching by role name |
|
||
| recipientSetMemberInfos.email | role.email | |
|
||
|
||
## Known Edge Cases & Decision Log
|
||
- [2026-04-14] DocuSign checkboxes must be uniquely tab-labeled and mapped to a recipient; Adobe Sign sometimes groups these differently.
|
||
- [2026-04-14] Date fields on Adobe may include validation Adobe-only, which needs stripping or custom mapping for DocuSign’s `dateSigned`.
|
||
- [2026-04-14] Conditional logic for showing/hiding fields in Adobe is not always supported in DocuSign (needs review for each case).
|
||
- [2026-04-15] `numberTabs` API bug: DocuSign API accepts `numberTabs` in the template JSON, but the created template displays as a Text field with "Numbers" validation in the editor. Functionally equivalent at signing time; visual/semantic discrepancy only. No API workaround known.
|
||
- [2026-04-15] Multi-location fields: Adobe Sign fields can have multiple `locations` (cloned/synced instances). DocuSign equivalent is tab merging — multiple tabs with the same `tabLabel` sync their value. Our compose script now emits one tab per location for all data-entry types. See `PLATFORM-QUIRKS.md` for full details.
|
||
- [2026-04-15] Tab width required: DocuSign text-entry tabs render as a vertical line if `width` is omitted. Always pass `width` (and `height`) from the Adobe Sign location. Minimum 120pt enforced.
|
||
|
||
## Workflow Feature Mapping (Rough)
|
||
- Sequential routing → Recipient order
|
||
- Parallel routing → Recipient routing order logic (sequential/parallel in DocuSign)
|
||
- Conditional logic → Needs review, possible via DocuSign conditional tabs/logic
|
||
|
||
## Transform Formulas & Known Mapping Gaps
|
||
|
||
- **Coordinate translation:** If Adobe origin differs from DocuSign, map as:
|
||
`docusign_left = adobe_left // or apply offset, scale, etc.`
|
||
- **Radio group flattening:** Merge Adobe radios with `radioGroup` into DocuSign `radio` tab, setting all options explicitly.
|
||
- **Missing/ambiguous features:**
|
||
- DocuSign formulas (no mapping in Adobe Sign) — flag for manual rewrite
|
||
- Adobe advanced field validations (regex, custom scripts) — usually skipped or mapped to best-effort validation in DocuSign
|
||
|
||
## To Do
|
||
- Add table for conditional logic/rule mapping
|
||
- Add validation/transforms needed for field masks, validation, default values
|
||
- Document more edge cases as they are discovered in real samples
|
||
- Collect pain points/edge cases for high-fidelity migration
|