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Custom Document Fields

  • 8 February 2024
  • 1 reply
  • 65 views

Hi all,

I am have been asked to create a Docusign Integration from NetSuite and I have some requirements which I am not sure are possible. I am hoping someone will be able to help with this!

For my understanding are Tabs and Custom Document Fields the same? 

Is it possible to create Custom Document Fields via the API?
Is it possible to place them on the Document before it is sent to Docusign?
Is it possible to retrieve the populated Custom Document Field Values that have been filled out by the client via the API?

Regards,
Kyle

Please note that in the web console and Support documentation, Tabs are alternatively known as 'Tags,' 'Fields,' or 'Document Custom Fields.' Additionally, the values within Tabs are referred to as 'form data.'

 

https://www.docusign.com/blog/dsdev-trenches-tabs-and-custom-fields#:~:text=Note%20that%20Tabs%20are%20referred,enter%20data%20of%20their%20own.

 

Is it possible to create Custom Document Fields via the API? yes it is possible , please refer https://developers.docusign.com/docs/esign-rest-api/reference/customtabs/

 

Is it possible to place them on the Document before it is sent to Docusign? This can be achieved  https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=gbo1643332197980&topicId=nwo1611173513994.html&_LANG=enus through API https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/prefilled-tabs/

 

Is it possible to retrieve the populated Custom Document Field Values that have been filled out by the client via the API? To download form data via API, you can use GET /v2/accounts/{accountId}/envelopes/{envelopeId}/form_data https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/documentgeneration/getenvelopedocgenformfields/

 

Thanks & Regards

Sai HariPriya Dandamudi | Developer Support Engineer | DocuSign

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