Simple Smart Document Creation

Overview

The simple smart document creation tool was built to be the easiest way to quickly and efficiently create smart documents for experienced and first-time users. The best way to understand the tool is to simply use it, the next section will have detailed instructions for how to create an Integra Smart Document.

How to Create a Smart Document

The first step in creating a smart document is navigating to the site, which can be found below in the Live URL section.

Once the site has loaded the next step, almost always in any Integra document flow, will be to drag and drop the PDF document that will become the smart document. This is a very important point to understand with smart documents. Almost always the first step is dragging and dropping the PDF document that will store the Structured Data in Metadata within the document and many times it will be the final draft of the document. Most document management systems currently contain this rich metadata about documents but once this document leaves the organization/premises, all the rich metadata is lost.

The next step will be creating the metadata that will be embedded into the document. One standard in regards to Integra Smart Documents is having the key value of ledger_type in every document. The options for ledger_type include document (which should be the default value), matter, wallet, user, entity, or attestation. In the simple smart document creation there is a dropdown for ledger_type as seem in Figure 1.

After selecting a ledger_type the next task will be to enter the metadata in the black area labeled "Code". There are 3 types of input that can be selected here, which include plain text, JSON, and XML. For this example, we are going to use plain text. The format of this code will be very simple, it will be key: value. No quotes will be needed or end of line characters, just carriage returns. To load example key values there is a button below the "Code" window that says "Load Plain Example" which will load 3 lines of key-value pairs into the window. Figure 2 shows an example of the plain text key-value pairs.

There is no restriction on how many key-value pairs a document can contain so feel free to enter more than three. Quick note, if you want to embed an image into the document, the way this is accomplished is they are base64 encoded and then inserted into the metadata. To make this process easier there is an "Add Image" button. It will allow the upload of an image and will base64 encode that image and insert the resulting key-value pair into the code window. Once all the metadata is ready, the last step is to click on the "Create Document" button. The file will be created and downloaded to the browser window!

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File Name Specification

Upon successful creation of the Smart Document, the file name of the original document will have changed slightly by having _SmartDoc attached to the file before the extension. For example, if the filename was "TestFile.pdf" before, upon successful completion and download, the filename name will now be "TestFile_SmartDoc.pdf".

Key Takeaways

Quick and Easy

The entire point of this tool is the simplicity associated with generating Smart Document PDFs. It will serve as a logical starting point for almost every application. For applications to work with a blockchain-authentication layer, the first step is nearly always generating some sample or test documents. Another great use of this tool is to point potential partners and or clients here so they can see the simplicity of creating basic Smart Documents. No knowledge of APIs, code, or blockchain is required. Generating blockchain-authenticated Smart Documents has never been so easy.

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Perfect Introduction to Integra Smart Documents

Creating documents with this tool and allowing users to validate these new documents with VerifiedByIntegra should demonstrate the power of blockchain-authenticated Smart Documents and how quickly they can be created and verified.

QR Code

The QR code feature of a Smart Document PDF might be new to almost all visitors to this site. When a document becomes an Integra Smart Document a QR code is embedded in the upper right-hand corner of the document. An example of the QR code can be seen in Figure 3. The QR code has a link associated with it that can be either scanned by a cell phone camera/QR code reader or it can simply be clicked on from the PDF itself. The QR code will take you to VerifiedByIntegra for verification purposes.

Metadata

The embedded metadata is the most important component of the Integra Smart Document. In order to view there metadata in the file just created. There are two ways to view the metadata in Adobe Acrobat. In order to view the metadata, both approaches use the same first step, which is to go to the menu File and select Properties. On the Description tab there will be an Additional Metadata button. Once clicked select "Advanced" from the left-hand column and expand the "http://ns.adobe.com/pdfx/1.3/" node on the right-hand side, like in Figure 4.

The second approach will require going once again to the menu File and selecting Properties. This time, navigate to the Custom tab. On that tab, the metadata just inserted into the document will be visible as seen in Figure 5. See Structured Data in Metadata for more information.

Live URL

https://smartdocument.integraledger.com/

Tech Notes