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I was a user of Right Signature, where we can create merge fields, and we can send the data through post request,

I have recently migrated to Docusign,

I see that they have prefil fields.

What I want to achieve is, Create Prefil fields, like Owner Name, Owner Email, etc,

And supply this fields through DOCUSIGN API, and send them. Is this functionality even possible.

I could not find any documentation, or perhaps I do not have the right search. Can some one point me to it, what will be the syntax for sending the templates, with prefil fields.

Thanks.

1 Answers1

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Anything you can do from the web app - you can do from API. The term "pre-fill fields" means something very specific, but I'm not sure exactly what you want. Any field in DocuSign can be "pre-filled" such that the value is set by the sender. The field can be read-only or can be edited by the person that it is assigned to. You can also use pre-fill fields that are specific for the sender and therefore cannot be modified by anyone except the sender.

All of this is possible with the API, I suggest you first try it with the web app to understand. You can do everything for free with a developer account - try it and see if it serves your need.

Inbar Gazit
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  • Thankyou very much for taking out the time to answer, By webapp, do you mean the website .What I am trying to acheive is, There will be common fields that will be filled by the sender, and the recipent just needs to approve and sign it. – jayantsoni002 Apr 17 '21 at 01:15
  • If possible, can you point me to the api, that shows what will be the fields, api will be expecting. – jayantsoni002 Apr 17 '21 at 01:18
  • Here is a code examples showing how to do this: https://developers.docusign.com/docs/esign-rest-api/how-to/set-envelope-tab-values/ – Inbar Gazit Apr 17 '21 at 17:27