Skip to main content
New Voice
December 18, 2024
Solved

Prefill tabs through Python SDK

  • December 18, 2024
  • 4 replies
  • 185 views

Hello Docusign team,

 

I am using Docusign eSignature and I have created a template using the Docusign UI. I want to create envelopes from this template using the Python SDK. I have a couple of tabs that I want to pre-fill before sending to signers, so I used pre-fill tabs when creating the template. The problem is, I cannot find a way of prefilling these tabs using the Python SDK. 

 

I have seen an answer suggesting that pre-fill tabs should be used only on the UI and not on the API or SDKs. Is that true? I have chosen prefill tabs because, as I see, regular tabs are associated with a specific signer, and I want all the signers to see the values that I prefill.

 

Which option is best for my case: regular tabs or prefill tabs? If I choose regular tabs, will all the users be able to see the values I prefill or only the user associated with the tab?

Thanks in advance,

 

 

Alisson Porto

Best answer by rodolfo.napay

Hello ​@aporto ,

 

Thank you for the clarification.

 

If that is the case, a signing order should be implemented on the template.

Use a regular field and assign it to the first signer as a read-only field to ensure all signers see the pre-filled information.

 

Best regards,

Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

4 replies

Docusign Employee
December 19, 2024

Hello ​@aporto ,

 

Thank you for reaching out here in the Docusign Community.

To answer your inquiry about the pre-fill tabs vs. regular tabs, we recommend to use the pre-fill tabs as these are not associated with any of the recipients and that their value can only be set by the sender.

Please use this link as a reference on how to apply these tabs using Python.

https://www.docusign.com/blog/developers/common-api-tasks-customize-your-envelopes-pre-fill-fields#python

 

Best regards,

Rodolfo | Docusign Community Moderator

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

 

aportoNew VoiceAuthor
New Voice
December 20, 2024

Hi ​@Rod ,

Thanks for your answer, but it does not solve my problem. The answer you provided creates brand new pre filled tabs in a document. I would like to fill the values for pre-fill tabs already existing in the template. I assume I should use some kind of identifier (tab_label for regular tabs). Also, I do not want to provide the documents again when calling the method, since those are also defined in the template.

Could you please provide me another solution?

 

Thanks

Docusign Employee
December 20, 2024

Hello ​@aporto ,

 

Thank you for the clarification.

 

If that is the case, a signing order should be implemented on the template.

Use a regular field and assign it to the first signer as a read-only field to ensure all signers see the pre-filled information.

 

Best regards,

Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

aportoNew VoiceAuthor
New Voice
December 23, 2024

Thank you ​@rodolfo.napay !