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In the documentation of HelloSign, The following two roles of template are confusing.

  • Me
  • Me(when sending)

My questions are:

  • Are they roles by default?

  • What's Me role used for?

  • Could you please provide a usage example?

enter image description here

Ryan Lyu
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1 Answers1

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Me in the context of sending an API call to the HelloSign API is the sender of the signature request. Me (when sending) would be used when you have a template and want to pass the value of the text field during the call using custom fields. Me (now) is when you are using embedded requesting or requesting. The documentation link you are showing is for a basic signature request (not embedded requesting or requesting) so for your purposes, you can ignore me (now).

In the field pop-up menu under "Who fills this out?", select "Me (when sending)." This designates the field as a custom field that will be populated by your API request when you use the template to send a signature request.

alexmac05
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