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Hello everyone,

I have a simple task to complete, but since I'm new to this, I'm struggling a lot.

I have a contract document with several fields that need to be updated every time I call the API. These fields include contract number, date, client information, etc. My question is: how do I prepopulate these fields?

Below is a short preview of my document and how I currently call the API:

{

    "templateId": "' + @templateId + '",

    "templateRoles": s

        {

            "email": "' + @signerEmail + '",

            "name": "' + @signerName + '",

            "roleName": "Client"

        }

    ],

    "status": "sent"

}

How can I modify this to dynamically populate the fields in the document such as the contract number, date, and client details?

Thank you in advance for your help!

 

Hi @Vasile Godja , you can pre-populate the field/tab value by referencing them by their tabLabel (Data Label). For example if in your template you have a text Tab with Data Label of “client_address” your request should look like below.

 

Code samples for different languages are available here


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