DottedSign’s PDF editing feature allows users to edit draft tasks (before sending to others) and template PDF files. However, the task or template must be created via the web or by uploading multiple PDFs. If it is created using a single base64-encoded PDF, this feature is not supported. Below is an example of updating a task PDF files, outlining the steps for editing a PDF:

1. Retrieve the file mission associated with the task.

You can obtain the corresponding file_mission_id from the file_mission_info field in the response of the Get a Task API.

{
  "data": {
    "task_id": 399,
    "status": "draft",
    ...,
    ...,
    "file_mission_info": {
      "file_mission_id": 12,
      "status": "completed"
    },
    ...
  }
}

2. Obtain details of the file mission

You must use the Get a file mission API to retrieve detailed information about the file mission. This includes each PDF’s file_object_id, file_name, page_count, and checksum, which will be used in the subsequent steps.

3. Renew the file mission

Use the Renew a file mission API to update the file mission. After renewing, you will receive a new file_mission_id along with upload links for re-uploading the PDF files (same as creating with multiple PDF files).

Note: If a PDF does not need to be updated, you must retain the information obtained in the second step, including file_object_id, file_name, page_count, and checksum. Otherwise, the system will treat it as a PDF that requires an update.

4. Update the file mission of the task

After completing the PDF uploads mentioned in the third step, you must use the Update a Task API to update the file_mission of the task.

Note: If this step is not completed, the task's PDF will not be updated.