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Is there some way to have prefilled fields that don’t show up on the customer side? 

 

My use case is a follows:

  • Sender fills in a few prefilled fields that are needed as part of contract text
  • Also need sender to complete other fields for internal tracking and downstream use with API or automations - not visible to signer.

Is this possible? How can I do this?

 

Hello ​@mordy111 
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.

Unfortunately, it's impossible to power automate since Power Automate can't add prefill tabs. Or integrate, as many integrations don't recognize Prefill Tabs or Number fields.
The closest thing you can do is add standard fields, but make the text white and hidden from the other recipients. Or you can use Envelope Custom Fields. The sender can prefill these, and they are generally not visible to signers during the signing process, but note that they are included in the Certificate of Completion.

If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

 


Hello ​@mordy111 

How are you? I'm just checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

 

Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"