Skip to main content
Question

Passing variable values to envelope custom fields

  • 20 June 2024
  • 1 reply
  • 76 views

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?

Hi,

Embedded Signing is the concept you are after to embed the signing process for your customers: https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/

Regarding ID Verification, there is some great documentation on the workflows you need when creating your envelope: https://developers.docusign.com/docs/esign-rest-api/how-to/id-verification/

With CustomFields, you will pass these through when you create the envelope via the API.There is a property customFields you can specify.

https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create/#schema__envelopedefinition_customfields

You can create a free Docusign developer account which will allow you to test all this functionality for free: https://developers.docusign.com/

Reply


Code of Conduct