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Hi Community,

 

I am a beginner when it comes to docusign. I have a client who has 100 of pdf contracts with form fields stored as templates in docusign. Client would like to integrate into their portal. When they click on a product, it would read a template and fill information like Product Name and customer info into the pdf and send off to the client for signing.

I looked through the apis available and wonder what the best approach is. I am currently looking into Anchor Tags and eSignature API. 

 

Any ideas and suggestions would be great.

 

Thanks,

Mike

Hello, ​@heilermi 

 

Perhaps another approach might be using Powerforms with pre-populated fields.

You can create Powerforms from your templates.  See how to create a Powerform: 

 

About how to pre-populate fields, read this article: Populate Custom Document Fields in a PowerForm

https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=jbx1643062255110&topicId=pnz1578456644088.html&_LANG=enus

 

I hope that helps, if so, I’d appreciate your Like here.

 

Thank you,

Alexandre

Hello ​@heilermi,

I hope you are doing well. I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Jenny | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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