Fulfillments

Last modified July 6, 2016

In this context, the term fulfillment refers to the method or process by which purchasers receive the value for which they have paid. This may mean providing purchasers with a license key, a product download, or some other means of accessing a licensed product. It is very important to configure fulfillment for each product so that purchasers can receive what they have paid for immediately upon completion of the purchase, or as soon as possible thereafter.

When editing a product, a bundle or a subscription, the Fulfillment section of the product details page lets you view or edit existing fulfillment actions, or add new fulfillment actions by clicking ADD FULFILLMENT. You can configure more than one fulfillment action for each item; doing so will cause multiple things to happen each time the item is purchased.

Fulfillment section of the product detail page

In the example above, the product is configured to deliver both a product download (hosted by FastSpring) and a license key to purchasers upon completion of a successful order. You could click Edit to modify the settings for an existing fulfillment action, or click Disable to completely remove that action from the product or subscription.

Caution

Clicking Disable will immediately and completely delete the fulfillment action and its details; this cannot be undone (except by recreating the action from scratch, in some cases).

When you click ADD FULFILLMENT, the Add Fulfillment Action page appears. Select one of the available options to begin configuring a fulfillment action for the product or subscription.

Example of adding a fulfillment action

Detailed information about each option is available below; please click a link to jump to the corresponding section of the document.

Generate a License

The Generate a License option lets you provide a license key (sometimes called a serial number, activation code, unlock key, etc.) to purchasers who buy the product or subscription. Depending on how your Storefront is configured, the license key can be displayed on the Completion Page following a successful purchase. (This option can be controlled via Storefronts > Web Storefront or Popup Storefront > SETTINGS (for your selected Storefront) > Completion Page.) Whether you choose to include the license key on the Completion Page or not, it will be included in the purchaser's email receipt and will be accessible via the customer-facing Account Management page.

When you select the option to Generate a License, you will be prompted to choose a generator.

Example of selecting the Generate a License radio button

Clicking the text Choose a Generator... will open a drop-down menu with the available types of generators.

Example of the drop-down menu that appears when you click Choose a Generator

Select the desired generator type and then click NEXT to begin configuring the settings for that type of license key generation.

 

Pre-defined List

This option lets you paste in a list of pre-generated license keys and control how many license keys will be issued per quantity purchased.

Configuring a pre-defined list 

  1. License Format - Select whether your license keys are limited to a single line per key. The default option is Single-Line License (Quantity Based). If your license keys can span multiple lines (i.e. if carriage returns may be included in a single license key), select Multi-Line License (Quantity Based).
  2. License Quantity Behavior - Select whether purchasers will be issued a separate license key for each quantity purchased (the default option), or a single license key per purchase, regardless of the quantity purchased. If you want to issue only a single license key per order regardless of quantity, select Dispense Single License (Always).
  3. In Step 2: Enter Licenses, paste in (or enter) a list of license keys, keeping in mind the criteria selected above.
  4. Click CREATE to proceed to the next step.


Example of completion for a pre-defined list

The License List Configuration page will show how many license keys are available based on what you just pasted into the editor. General information and settings will be displayed by default, but you can optionally click Advanced for more options.

License List Configuration page with the Advanced section selected

    • If you want to save the license key list for use with other products or subscriptions, enter a License Generator Name.
    • If it is important that the license keys must be issued in the same sequence in which you entered or pasted them, select the Ordered List check box. If you do not select this check box, license keys from your list may be issued in any sequence. For example, if your list begins like this:

      MAXPre-8675309-OU812
      MAXPre-8675309-OU813
      MAXPre-8675309-OU814



      ...and if you do not select the Ordered List check box, then FastSpring might issue the license keys in the following sequence (or in any other sequence):

      MAXPre-8675309-OU814
      MAXPre-8675309-OU812
      MAXPre-8675309-OU813
    • If you need to assign more than one one license key generator to a single product or subscription and you need to be able to identify them separately in a template (e.g. for the customer's emailed receipt), you can enter an identifier for this list in the Custom Template Key field. You would then use that identifier in the appropriate section of your template to control where the license key from this list would be rendered (e.g. to control placement of the license key in the customer's emailed receipt).

5. When you are finished with the General and/or Advanced settings, click Example of the SAVE button located at the top right-hand corner of the page to complete the setup. The pre-defined list will be saved and you will be returned to the product or subscription detail page. The new fulfillment action License Generator (Pre-defined List) will be included in the Fulfillment section of the page.

Fulfillment section of the product or subscription details with a pre-defined list added 

 

Script (PHP or JavaScript)

This option lets you supply your own custom PHP script or JavaScript snippet that will be used to generate license keys.

Example of adding a fulfillment action via a license generator with the Script (PHP or JavaScript) method

  1. In the Output Format field, click the drop-down selector and choose the type of license key format that will be generated from the script.


    1. Single-Line License (Quantity Based) - This option indicates that the script will generate one license key per quantity purchased. License keys generated by the script may be separated by a line feed character (or a carriage return + line feed character).
    2. Multi-Line License (Quantity Based) - This option also indicates that the script will generate one license key per quantity purchased. However, with this option, license keys may be separated by an empty line. The empty line separator should only contain a line feed character (or a carriage return + line feed character).
    3. Single License Only - This option indicates that only one license key will be issued regardless of the quantity purchased by the customer. The license key may contain any type of character and may span multiple lines.
    4. Single File Based License / MIME 1.0 - This advanced option supports binary data as a multipart/mixed MIME 1.0 file. The file is then downloadable by purchasers via a URL provided to them by FastSpring. Contact support@fastspring.com for information on the format and correct use of this option.
  2. In the License Name field, click the drop-down selector and select which data point from the order details (if any) will be factored into license key generation.
    1. Not Name Based - If the license key generation will not take any name into consideration, select this option.
    2. Email Address - If the license keys will be based on the purchaser's e-mail address as entered during the purchase process, select this option.
    3. Person Name - If the license keys will be based on the purchaser's full name as entered during the purchase process, select this option.
  3. In the Script Type field, click the drop-down selector and specify whether you will be supplying a PHP script or a JavaScript snippet.
  4. Click CREATE to proceed to the next step.

    Example of a newly-added fulfillment action of type Script (PHP or JavaScript) after initial setup
  5. The General Settings for your fulfillment action will be saved, and displayed. You can edit the Output Format or License Name on the General page later on if need be.
  6. In the Script Source Code field (JS version pictured above), enter or paste in the custom license key generation code.
  7. Options for re-using this code or distinguishing the license keys it generates in the context of a template are available by clicking the Advanced link above.

    Advanced page of Script License Configuration
    1. If you want to save the script and configuration for use with other products or subscriptions, enter a License Generator Name.
    2. If you need to assign more than one license key generator to a single product or subscription and you need to be able to identify them separately in a template (e.g. for the customer's emailed receipt), you can enter an identifier for this script and configuration in the Custom Template Key field. You would then use that identifier in the appropriate section of your template to control where the license key from this script would be rendered (e.g. to control placement of the license key in the customer's emailed receipt).
  8. You can optionally use the RUN TEST button at the top right-hand corner of the page to test your implementation.
  9. When you are finished with the General and/or Advanced settings, click Example of the SAVE button located at the top right-hand corner of the page to complete the setup. The script and configuration options will be saved and you will be returned to the product or subscription detail page. The new fulfillment action License Generator (<type> Script) will be included in the Fulfillment section of the page.

    Example of the Fulfillment section of the product detail page with a new JavaScript license generator added

Remote Server Request

This option lets you configure a fulfillment action that will contact your remote server to request a new, custom license key in real-time during order processing. The license key return from your external server will be provided to the purchaser and saved as part of the order record.

Add Remote License Configuration page

  1. In the URL field, enter the URL or endpoint of your external server, which FastSpring will access during order processing to generate a license key. The URL must begin with http:// or https://.
  2. In the Method field, click the drop-down and select the method FastSpring will use for the HTTP request to your external server: HTTP POST (recommended) or HTTP GET. You can find more information about the two methods at http://www.w3schools.com/tags/ref_httpmethods.asp.
  3. In the Post Encoding field, click the drop-down and select the type of character encoding that will be used by FastSpring if you have also selected HTTP POST above. This field does not apply if you have selected HTTP GET, since the data included in the request would necessarily be included in the URL rather than as the HTTP message body. The character encoding options available are UTF-8 and ISO-8859-1; the default value is UTF-8.
  4. In the Output Format field, click the drop-down and select what type of license format FastSpring should expect from the remote server.

    Example of the options available for the Output Format field

    1. Single-Line License (Quantity Based) -  This option indicates that your server will generate one license key per quantity purchased. License keys generated by your server may be separated by a line feed character (or a carriage return + line feed character).
    2. Multi-Line License (Quantity Based) - This option also indicates that your server will generate one license key per quantity purchased. However, with this option, license keys may be separated by an empty line. The empty line separator should only contain a line feed character (or a carriage return + line feed character).
    3. Single License Only - This option indicates that only one license key will be issued regardless of the quantity purchased by the customer. The license key may contain any type of character and may span multiple lines.
    4. Single File Based License / MIME 1.0 - This advanced option supports binary data as a multipart/mixed MIME 1.0 file. The file is then downloadable by purchasers via a URL provided to them by FastSpring. Contact support@fastspring.com for information on the format and correct use of this option.

  5. Click CREATE to proceed to the next step.
  6. The General setup will be complete, and three new pages of settings will become available.

    Remote License Configuration page with three new settings pages available
  7. The Security settings page helps you to secure the license key generation process and prevent malicious or fraudulent license key generation requests (i.e., requests not originating from your FastSpring Store) from being accepted by your server.


    1. The Private Key field provides a unique, 32-character private key that you can use to verify the authenticity of license key requests originating from your FastSpring Store, along with instructions on how to use the key for authentication.
    2. Examples of implementing private key authentication are included for PHP, Ruby and C#.
    3. In the Authentication section of the page, the Username and Password fields allow you to specify optional logon credentials that FastSpring will pass to your server with each license key generation request. You can optionally configure the script hosted by your server to ignore requests that don't include a valid logon.
  8. The Parameters page provides a list of order parameters that you can include in your URL in order to pass transaction or customer data to your server for use in license key generation. Certain of the parameter names and values can even be customized to meet your needs, and you can configure up to ten additional custom parameters on this page as well.

    Parameters page of the Remote License Configuration interface
  9. The Advanced settings page provides options for re-using this code, distinguishing the license keys it generates in the context of a template, controlling if and when this fulfillment action will apply to a particular order, and automatically modifying customer names for compatibility with / support by your license key generation algorithms.



    1. License Generator Name -If you want to save this remote server request configuration for use with other products or subscriptions, enter a name for it here.
    2. Custom Templates Key -If you need to assign more than one license key generator to a single product or subscription and you need to be able to identify them separately in a template (e.g. for the customer's emailed receipt), you can enter an identifier for this server request configuration here. You would then use that identifier in the appropriate section of your template to control where the license key from this fulfillment action would be rendered (e.g. to control placement of the license key in the customer's emailed receipt).
    3. Fulfillment Applicability - This field lets you limit the circumstances in which this fulfillment action will be used, based on the type of order or the order contents.
      1. Always Applies - Select this option if you do not want to limit the circumstances in which this fulfillment action will be used. License keys will always be generated for all orders of the current product or subscription (or any other product or subscription that shares this fulfillment action), including future rebills for a subscription.
      2. Applies to Rebills Only - Select this option if you do not want a license key to be generated on the very first / initial purchase of a subscription for each customer. Future rebills will have license keys generated.
      3. Applies to Non-Rebills / First Orders Only - This is the default value. Select this option if you want a license key to be generated only on the very first / initial purchase of a subscription for each customer. Future rebills will not have license keys generated.
  10. It is recommended that you click RUN TEST and make sure the fulfillment action works correctly before you save it.
  11. When you are finished with the General, Security, Parameters and Advanced pages, click Example of the SAVE button, located at the top right-hand corner of the page to save the fulfillment action. The remote server request options will be saved and you will be returned to the product or subscription detail page. The new fulfillment action License Generator (Remote <URL>) will be included in the Fulfillment section of the page.

    Example of the Fulfillment section of the product details page with a new Remote Server Request fulfillment action added

CocoaFob

This option lets you specify a DSA Private Key that will be used in generating license keys via CocoaFob. This is an advanced option that may be useful for Macintosh or other Objective-C applications; more information can be found at https://github.com/glebd/cocoafob.

Example of adding a CocoaFob fulfillment action

  1. In the Product Name field, enter the name of the product, which will become part of the registration source string.
  2. In the DSA Private Key field, enter the private key that will be used in generating licenses. The value you enter should begin with  -----BEGIN DSA PRIVATE KEY----- and should end with  -----END DSA PRIVATE KEY-----.
  3. Click CREATE. Your General settings will be saved and the Advanced settings page will become available.

    Example of the Third Party Generator page with a basic, newly-created CocoaFob fulfillment action

  4. In the License Source Template field, specify the license source template used by your application to verify licenses.

    Advanced settings page of the Third Party Generator interface for CocoaFob fulfillment actions
     
  5. On the Advanced page, in the License Name field, click the drop-down and select which data point from the order details (if any) will be factored into license key generation.
    1. Not Name Based - If the license key generation will not take any name into consideration, select this option.
    2. Email Address - If the license keys will be based on the purchaser's e-mail address as entered during the purchase process, select this option.
    3. Person Name - If the license keys will be based on the purchaser's full name as entered during the purchase process, select this option.
  6. If you select the Generate Multiple Licenses check box, a separate license key will be generated for each quantity purchased in the order. If you do not select this check box, only one license key will be generated regardless of the quantity purchased.
  7. If you need to assign more than one license key generator to a single product or subscription and you need to be able to identify them separately in a template (e.g. for the customer's emailed receipt), you can enter an identifier for this CocoaFob implementation in the Custom Template Key field. You would then use that identifier in the appropriate section of your template to control where the license key from this implementation would be rendered (e.g. to control placement of the license key in the customer's emailed receipt).
  8. When you are finished with the General and Advanced pages, click Example of the SAVE button, located at the top right-hand corner of the page to save the fulfillment action. The CocoaFob implementation settings will be saved, and you will be returned to the product or subscription detail page. The new fulfillment action License Generator (CocoaFob) will be included in the Fulfillment section of the page.

    Fulfillment section of the product detail page with a newly-added CocoaFob License Generator fulfillment action 

AquaticPrime

This option tells FastSpring to generate a license file compatible with the third party algorithm available from the AquaticPrime website. More information on AquaticPrime can also be found ahttps://github.com/bdrister/AquaticPrime.

Add Third Party Generator page displayed after initially selecting to create an AquaticPrime fulfillment action

  1. In the Product Name field, enter the name of the product, which be used as the value for the "Product" key in the generated license file.
  2. In the Full License Filename field, enter the name of the file that will be downloaded to the customer's computer, including extension. The file name may also contain the customer's name.  For example, a final file name could be: "John Doe License.myapp".
  3. In the Public Key field, enter the public key that will be used in license key generation.
  4. In the Private Key field, enter the private key that will be used in validating license files generated using the public key.
  5. Click CREATE. The General settings will be saved and additional settings, including a separate Advanced page, will become available.

    Example of the General settings page for an AquaticPrime fulfillment action after initial setup 
  6. The License Name field lets you select which data point from the order details (if any) will be used in the #{name} variable.
    1. Not Name Based - If you select this option, the #{name} variable will be null.
    2. Email Address - If the #{name} variable should contain the purchaser's e-mail address as entered during the purchase process, select this option.
    3. Person Name - If #{name} variable contain the purchaser's full name as entered during the purchase process, select this option.
  7. The optional MIME Type field allows you to override the default AquaticPrime file MIME type.
  8. In the Content section, you can specify additional key / value pairs to be included in the license file output. In the Name column, enter the name of the key, and in the Value column, enter the corresponding parameter whose value will be included in the license file (e.g. #{email}).

    Advanced settings page of the Third Party Generator interface for an AquaticPrime fulfillment action
     
  9. On the Advanced page, If you select the Generate Multiple Licenses check box, a separate license key will be generated for each quantity purchased in the order. If you do not select this check box, only one license key will be generated regardless of the quantity purchased.
  10. If you need to assign more than one license key generator to a single product or subscription and you need to be able to identify them separately in a template (e.g. for the customer's emailed receipt), you can enter an identifier for this AquaticPrime implementation in the Custom Template Key field. You would then use that identifier in the appropriate section of your template to control where the license key from this implementation would be rendered (e.g. to control placement of the license key in the customer's emailed receipt).
  11. When you are finished with the General and Advanced pages, click Example of the SAVE button, located at the top right-hand corner of the page to save the fulfillment action. The AquaticPrime implementation settings will be saved, and you will be returned to the product or subscription detail page. The new fulfillment action License Generator (Aquaticprime) will be included in the Fulfillment section of the page.

    Fulfillment section of the product detail page, with a newly-created AquaticPrime fulfillment action 

Software Passport

This is an advanced option that can be used when you are already using Software Passport (or the legacy version, Armadillo) to protect your application; you can enter your Software Passport project settings here so that FastSpring can generate license keys compatible with your project. Please contact support@fastspring.com for assistance using this method.

Example of the Add Third Party Generator page after selecting to create a new Software Passport fulfillment action

  1. In the Encryption Template field, enter the encryption template from your Software Passport project for the current product.
  2. In the Signature Level field, click the drop-down and select the signature level used in your Software Passport project for the current product.
  3. In the Key Type / Version field, click the drop-down and select the key type and version used by your Software Passport project for the current product.
  4. Click CREATE to proceed to the next step. The General settings will be saved and an Advanced page will become available.

    Third Party Generator interface after adding a new Software Passport fulfillment action

    Advanced settings page of the Third Party Generator interface for a Software Passport license generator
  5. On the Advanced tab, the License Name field lets you select which data point from the order details (if any) will be factored into license key generation via the name variable.
    1. Not Name Based - If the license key generation will not take any name into consideration, select this option.
    2. Email Address - If the license keys will be based on the purchaser's e-mail address as entered during the purchase process, select this option.
    3. Person Name - If the license keys will be based on the purchaser's full name as entered during the purchase process, select this option.
  6. The optional License Name Modification field allows you to tell FastSpring to modify the purchaser's license name (based on your selection in the field above) to remove certain character accents. The default value is None (meaning the license name will not be modified), but you can click the drop-down selector and choose to Convert Latin 1 Accents.
  7. In the License Quantity Behavior field, click the drop-down selector and select select whether purchasers will be issued a separate license key for each quantity purchased (the default option), or a single license key per purchase, regardless of the quantity purchased. If you want to issue only a single license key per order regardless of quantity, select Dispense Single License (Always).
  8. If you need to assign more than one license key generator to a single product or subscription and you need to be able to identify them separately in a template (e.g. for the customer's emailed receipt), you can enter an identifier for this Software Passport implementation in the Custom Template Key field. You would then use that identifier in the appropriate section of your template to control where the license key from this implementation would be rendered (e.g. to control placement of the license key in the customer's emailed receipt).
  9. When you are finished with the General and Advanced settings click Example of the SAVE button, found at the top right-hand corner of the page to save the fulfillment action. The Software Passport implementation settings will be saved, and you will be returned to the product or subscription detail page. The new fulfillment action License Generator (SoftwarePassport) will be included in the Fulfillment section of the page.

Provide a File Download

The Provide a File Download option lets you provide a product download that will be hosted by FastSpring and served to purchasers who buy the product or subscription. A customizable Download Now button will appear on the Completion Page following a successful purchase, and the download link will also be available on the customer-facing Account Management page.

Example of a Completion Page for an order with a download

Example of selecting Provide a File Download

  1. In the File Name for Customer field, enter the complete file name of the download file (including the extension). This is not the path to the file; only the file name.
  2. Select an option for specifying which file will be served to purchasers of this product or subscription.
    1. Upload from Web Browser - If you will upload a new file to FastSpring using your web browser, select this option.
    2. Dropbox File - If you want to transfer the download file to FastSpring from a Dropbox location, select this option.
    3. Remote File URL - If you want to transfer the file to FastSpring from an external URL, select this option.
    4. Existing File - If you have previously uploaded the download file as part of a different fulfillment action (e.g. for another product, bundle or subscription), you can specify that as the file to be used for this product, bundle or subscription.

      More information about each method is provided below; please click any link in the list above to jump to the corresponding section of the document.

Upload from Web Browser

After clicking the NEXT button at the bottom right-hand corner of the page, the upload page appears.

Step 1 of uploading a download file using your web browser

Click Choose File and then browse to and select the download file from your network or your local computer.

Step 2 of uploading a download file using your web browser

The file name will appear under Step 2, as the File to Upload. Click the Start Upload link at the lower right-hand corner of that section.

Step 3 of uploading a download file using your web browser

Depending on the file size, it may take some time to upload. Once the upload has completed, Step 3 will confirm that it has been uploaded. Click VERIFY

Verifying the upload of a product download file using your web browser

The Fulfillment section of the product will reflect that FastSpring has received the uploaded file, and a new fulfillment action (File Download) will appear.

back to download options

DropBox File

After selecting this option, click the Choose... link. A new window will open, and you will be prompted to log on to your DropBox account if necessary.

Example of the DropBox logon window

Once you have logged on to your DropBox account, you will be able to browse your DropBox, select the file to be uploaded, and click the Choose button in the DropBox window.

Example of the DropBox file selector dialog 

Once the DropBox file has been chosen, the file name and size will appear just below the DropBox File radio button. Click Next at the bottom right-hand corner of the page to upload the file.
 

Example of the DropBox File option with a file selected

While the file uploads, a message will be displayed at the top of the next page, indicating that the file is uploading.

Example of the upload progress on a DropBox file fulfillment 

When the file upload has completed, the file's details will be shown.
 

Example of the file details

  • Download Version Behavior - This field lets you control whether or not purchasers will be able to download the newest version of the product download in certain circumstances.
    • Purchased File Version - This is the default value for this field. Purchasers will only be able to download the original version of the product download from FastSpring. If the original download expires or the purchaser reaches the limit of download attempts, and the limit is reset by FastSpring, purchasers will still receive only the original version of the download, even if you have added a newer version since the original purchase was made.
    • Newest File Version - If this option is selected at the time of a purchase, then once the purchaser's original download link has expired due to reaching the maximum number of download attempts or due to exceeding the allotted download days), that purchaser's download link will now be automatically reset with a new time expiration and download attempt count, allowing them to download the latest version of the product download.
  • Custom Template Key - If you need to assign more than one download file to a single product, bundle or subscription and you need to be able to identify them separately in a template (e.g. for the customer's emailed receipt), you can enter an identifier for this download in this field. You would then use that identifier in the appropriate section of your template to control where the download link or button for this file would be rendered (e.g. to control placement of the download in the customer's emailed receipt).

back to download options

Remote File URL

After selecting this option, enter the complete URL of the download file, including the full file name, and then click the NEXT button at the lower right-hand corner of the page.

Depending on the file size, it may take some time to upload. A status indicator will show you that the file is uploading.

Example of the file upload in progress indicator

After the file has finished uploading, the download's detail page will be displayed. The Advanced section offers additional options.

Details of a file download

  • Download Version Behavior - This field lets you control whether or not purchasers will be able to download the newest version of the product download in certain circumstances.
    • Purchased File Version - This is the default value for this field. Purchasers will only be able to download the original version of the product download from FastSpring. If the original download expires or the purchaser reaches the limit of download attempts, and the limit is reset by FastSpring, purchasers will still receive only the original version of the download, even if you have added a newer version since the original purchase was made.
    • Newest File Version - If this option is selected at the time of a purchase, then once the purchaser's original download link has expired due to reaching the maximum number of download attempts or due to exceeding the allotted download days), that purchaser's download link will now be automatically reset with a new time expiration and download attempt count, allowing them to download the latest version of the product download.
  • Custom Template Key - If you need to assign more than one download file to a single product, bundle or subscription and you need to be able to identify them separately in a template (e.g. for the customer's emailed receipt), you can enter an identifier for this download in this field. You would then use that identifier in the appropriate section of your template to control where the download link or button for this file would be rendered (e.g. to control placement of the download in the customer's emailed receipt).

Existing File

After selecting this option, use the File Created Time Frame selector and the Available Files selector to specify which file already hosted by FastSpring will be used for the current product, bundle or subscription. Then, click the NEXT button at the lower right-hand corner of the page. The new fulfill action will be saved for the product, bundle or subscription.

back to download options

Create a Signed PDF

If your product is delivered as a PDF file, this option allows you to upload a PDF file (no larger than 250 MB) that will be stamped with the customer's name and order information upon download.

Example of selecting Create a Signed PDF

  1. In the PDF File Name field, enter the complete file name (including the extension) of the PDF file as it will be saved to the purchaser's computer.
  2. Select a method for uploading the PDF file to FastSpring.
    1. Upload from Web Browser - Select this option if you will be uploading a PDF file located on your network or your local computer. then, click the NEXT button at the lower right-hand corner of the page.
    2. Dropbox File - Select this option if you will be uploading a PDF file that has previously been uploaded to DropBox. Then, click Choose... to open a DropBox window and select the file.

      More information about each method is provided below.

Upload from Web Browser

After selecting this option and clicking NEXT, the Add PDF License Configuration page appears, with three sections.

Choose File section of the Add PDF License Configuration page

Click Choose File and then browse to and select the PDF file on your network or on your local computer.

Start Upload section of the Add PDF License Configuration page

A summary of the file and its status will be shown. Click Start Upload to begin uploading the file.

Depending on the file size, it may take some time to upload. When the upload has completed, you will be ready to verify the file and configure the license stamp.

Verify Upload and Create License Configuration section of the Add PDF License Configuration page

  1. In the License Name field, click the drop-down and select which data point from the order details (if any) will be factored into license key generation.
    1. Not Name Based - If the license information will not include the customer's name, select this option.
    2. Email Address - If the license information be based on the purchaser's e-mail address as entered during the purchase process, select this option.
    3. Person Name - If the license information will be based on the purchaser's full name as entered during the purchase process, select this option.
  2. In the License Template field, enter the format of the license information that will be stamped on your PDF. The #{name} variable will be rendered based on the License Name field, and the #{reference} will render the order ID.
  3. In the License Y position field, enter the position where the license information will appear on the PDF, relative to the bottom of the page. The default value is 30.0.
  4. In the License Font Size field, enter the font size that will be used for the license information.
  5. Click VERIFY to complete the configuration.

DropBox File

After selecting this option, click Choose File.... A DropBox window will open, and you will be prompted to log on to your DropBox account if necessary.
 

Example of the DropBox logon window

Once you have logged on to your DropBox account, you will be able to browse your DropBox, select the PDF file to be uploaded, and click the Choose button in the DropBox window.

Example of the DropBox file selection window 

Once the PDF file from your DropBox has been chosen, the file name and size will appear just below the DropBox File radio button. Click Next at the bottom right-hand corner of the page to upload the file.

Example of of the PDF file selection dialog with a file from DropBox selected 

When the upload has completed, you will be ready to verify the file and configure the license stamp.

Example of the Verify Upload and Create License Configuration page 

 

  1. In the License Name field, click the drop-down and select which data point from the order details (if any) will be factored into license key generation.
    1. Not Name Based - If the license information will not include the customer's name, select this option.
    2. Email Address - If the license information be based on the purchaser's e-mail address as entered during the purchase process, select this option.
    3. Person Name - If the license information will be based on the purchaser's full name as entered during the purchase process, select this option.
  2. In the License Template field, enter the format of the license information that will be stamped on your PDF. The #{name} variable will be rendered based on the License Name field, and the #{reference} will render the order ID.
  3. In the License Y position field, enter the position where the license information will appear on the PDF, relative to the bottom of the page. The default value is 30.0.
  4. In the License Font Size field, enter the font size that will be used for the license information.
  5. Click VERIFY to complete the configuration.