My use case is simple: I have a template where I’ve placed multiple text fields with unique data labels to later be populated. (I’ve also tried using pre-fill text fields) The data for it comes from my database.

I am using the nodejs sdk (i.e. docusign-esign npm package).

I found the docs extremely confusing and I just haven’t been able to generate envelopes with the populated data from my database.

I have created this helper function to send envelopes:

import { EnvelopesApi, type EnvelopeDefinition } from 'docusign-esign';


export const sendEnvelope = async ({ envelope }: { envelope: EnvelopeDefinition }) => {
  const dsApiClient = await createClient(); // createClient returns the docusign.ApiClient which I have removed in this post for maintaining simplicity
  const envelopesApi = new EnvelopesApi(dsApiClient);

  const { envelopeId } = await envelopesApi.createEnvelope(process.env.ACCOUNT_ID, { envelopeDefinition: envelope });
}

And now I am trying to populate these fields:
 

The data labels are set as so:
 

In order to fill these with data coming from my database, I am using the sendEnvelope function like so:

// somewhere in my codebase
const project = await fetchFromMyDb();

await sendEnvelope({
    envelope: {
      emailSubject: 'Please review and sign this agreement',
      templateId: "my-template-id",
      status: 'sent',
      templateRoles: e
        {
          email: signerInfo.email,
          name: signerInfo.name,
          clientUserId: signerInfo.id,
          roleName: 'Client',
          tabs: {
            textTabs: x
              { tabLabel: 'CaseReference', pageNumber: '1', value: project.caseReference ?? '-' },
              { tabLabel: 'TestCaseReference', pageNumber: '1', value: project.caseReference ?? '-' },
            ],
          },
        },
      ],
    },
  })

This doesn’t work so I tried using composite templates like this:

// somewhere in my codebase
const project = await fetchFromMyDb();

await sendEnvelope({
    envelope: {
      emailSubject: 'Please review and sign this agreement',
      templateId: "my-template-id",
      status: 'sent',
      compositeTemplates: e
        {
          serverTemplates: e
            {
              sequence: '1',
              templateId: "my-template-id",
            },
          ],
          inlineTemplates: e
            {
              sequence: '1',
              recipients: {
                signers:  
                  {
                    recipientId: '1',
                    email: signerInfo.email,
                    name: signerInfo.name,
                    clientUserId: signerInfo.id,
                    roleName: 'Client',
                    tabs: {
                      textTabs: t
                        { tabLabel: 'CaseReference', pageNumber: '1', value: project.caseReference ?? '-' },
                        { tabLabel: 'TestCaseReference', pageNumber: '1', value: project.caseReference ?? '-' },
                      ],
                    },
                  },
                ],
              },
            },
          ],
        },
      ],
    },
  })

Unfortunately this didn’t work either so I’m at a lost as how this is supposed to be done. Any help or even a nudge in the right direction is appreciated!