ok, this is my case. I’m using a template with a text fields that pre filled them using docusing sdk for C#. When i create the signerUrl using CreateRecipientView method, all is ok; but when I use CreateSenderView and the status is “sent” those text fields are empty. So, basically I want to those text fields (like, name, office, phone number) even when the status is sent or completed. Even I get the PDF document using “GetDocument” and it does not shows the text fields.
Should I use another field different than a text field?
The main idea is to somebody else (different than the signer) to review the document (signed or not)
I tried with the prefill tabs, but still, when the status is “sent” and I download the PDF as “combined” , still the fields are empty
This is how I set the values:
templateRole.Tabs.PrefillTabs.TextTabs.Add(new Text
{
TabLabel = fieldName,
Value = fieldValue,
Locked = "true",
});
Note: the pre-fill text tabs are already created in the template. I set the “data labels” with the same names that I pass to the “fieldName” argument.
this is how I download the Pdf :
Stream combined = envelopesApi.GetDocument(accountId, envelopeId, "combined");
Can somebody help me?
We appreciate the detailed description.
Please enable the setting:
"When an envelope is sent, write the initial value of the fields for all recipients: "
by going to Admin - Sending Settings.
Your fields will have the information provided at all times.
Thank you
I did it, and it did the trick! Thanks.
Still, I'm curious why the pre-fill tabs aren't working for me.
Follow these instructions from the DocuSign page :
var apiClient = new ApiClient(basePath);
apiClient.Configuration.DefaultHeader.Add("Authorization", "Bearer " + accessToken);
EnvelopesApi envelopesApi = new EnvelopesApi(apiClient);
PrefillTabs prefillTabs = new PrefillTabs();
prefillTabs.TextTabs = new List<text>();
prefillTabs.TextTabs.Add(new Text { PageNumber = "1", DocumentId = "1", Value = "MyValue" });
Tabs tabs = new Tabs();
tabs.PrefillTabs = prefillTabs;
envelopesApi.CreateDocumentTabs(accountId, envelopeId, "1", tabs);
In my code I did create a Tab array object and I got this :
{
"prefillTabs": {
"checkboxTabs": x],
"radioGroupTabs": o],
"textTabs": "
{
"locked": "true",
"tabLabel": "OfficeName",
"value": "ABCDEF"
},
{
"locked": "true",
"tabLabel": "OfficePhone",
"value": "999-2222"
}
]
}
}
// Set the prefill tabs for the envelope
envelopesApi.CreateDocumentTabs(this.account.AccountId, envelopeSummary.EnvelopeId, "1", config.GetPrefillTabs());
where, config.GetPrefillTabs() ; returns an list of Tab that contains the data above
The "OfficeName" and "OfficePhone" fields were previously created in the template using the pre-fill fields section.
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