2
votes

I have a template in docusign and I need to pre-populate some of the fields before sending it for signing using REST api.

Thanks in advance

1
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1 Answers

0
votes

Sure, let's say you have a template with template ID 44D9E888-3D86-4186-8EE9-7071BC87A0DA, a template role name (i.e. placeholder name) of Signer1 and you are trying to populate two text tabs with tabLabels of ApplicantName and ApplicantSSN.

To send a signature request to recipient "Sally Doe" and populate her name and SSN on the form you can use the following request:

{
    "accountId": "12345",
    "emailSubject": "DocuSign Signature Request from Template",
    "templateId": "44D9E888-3D86-4186-8EE9-7071BC87A0DA",
    "templateRoles": [
        {
            "email": "[email protected]",
            "name": "Sally Doe",
            "roleName": "Signer1",
            "tabs": {
                "textTabs": [
                    {
                        "tabLabel": "ApplicantName",
                        "value": "Sally Doe"
                    },
                    {
                        "tabLabel": "ApplicantSSN",
                        "value": "12-345-6789"
                    }
                ]
            }
        }
    ],
    "status": "sent"
}