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Active Voice
carlos.torres140Active Voice
Active Voice
April 16, 2025
Solved

Want to use a view url from docusign to embed it in a iframe and allow somebody that is not the signer to review the envelope

  • April 16, 2025
  • 3 replies
  • 196 views

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)

Best answer by Adrian Dev
Hello Carlos,
 
Thank you for contacting Docusign Customer Support. 

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.
 
Best regards,
 
Adrian | Docusign Developer Support

3 replies

C
Active Voice
carlos.torres140Active VoiceAuthor
Active Voice
April 17, 2025

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? 

A
Digital Collaborator
Adrian DevDigital CollaboratorAnswer
Digital Collaborator
April 18, 2025
Hello Carlos,
 
Thank you for contacting Docusign Customer Support. 

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.
 
Best regards,
 
Adrian | Docusign Developer Support
C
Active Voice
carlos.torres140Active VoiceAuthor
Active Voice
April 21, 2025

Thank you ​@Adrian Dev , 

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": [],
    "radioGroupTabs": [],
    "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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