Pre-populating tabs for multiple signers

Question

I'm trying to pre-populate a contract using Docusign's docusign-esign. I understand that you can create an envelope and pass JSON through. I can also add text tabs for specific signers however, I don't understand how to populate fields that ALL signers can see?

I can only seemingly populate texttabs for each signer. When another signer looks at the document the tabs seem to be empty.

Update

This suggests to use the secureField DocuSign: I need the first recipient of a document to know the name of signers assigned via templateRoles when creating an envelope from a template option - However, I can't seem to find that in the UI of docusign or in the API.

I am also unsure whether to use 'templateRoles' or 'inlineTemplates'?

Praveen Reddy Praveen Reddy · Accepted Answer · 2017-05-23T14:39:00

Display Secure Field Initial Value to all recipients is an account level setting. In the new DocuSign experience it is now called as "When a document is sent, write the initial value of the fields for all recipients."

You can use the updateAccountSettings API and set the signerShowSecureFieldInitialValues property. See the full list of your account settings here

PUT /v2/accounts/{accountId}/settings

{
  "accountSettings": [
    {
      "name": "signerShowSecureFieldInitialValues",
      "value": "true"
    }
  ]
}

You can also set it using the DocuSign Admin UI. Instructions here

If you are using the older (classic) DocuSign experience the instructions are here.

Pre-populating tabs for multiple signers

Update

1 Answers