Hi all,
sorry if I missed this. My goal is to have each customer have a custom embedded document with ID verification and signing feature. To achieve that, I intend to :
1/ Create an Envelope template with custom fields.
2/ Write the API call to pass information to custom fields and necessary options to make ID verification and other required features. Still need to figure it out.
3/ Create the iframe to embed all this.
Did I break this down correctly?
regarding 1/ I realized I needed to upgrade my standard plan to business pro plan to create custom fields.
regarding 2/ I have not found the documentation to map out my variable values to the custom fields variables and test it. Would anyone point me out to the correct direction?