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Hi everyone. Im setting up a Zap in Zapier that creates a draft envelope on docusign from a template.

The template was created with pre-fill fields (signer fields) assigned to the Customer Role, for example:

The displayed label has “customerName” as ToolTip and Data Label

 When i configure the step in Zapier i see the fields and load them with information as part of the data sent to docusign. 

When setting “Recipient Role” to Customer i find the created field
This is what i see as part of “Data in” in the testing step (another field created the same way) 

Unfortunately, when i execute this step, i’m able to view on Docusign the created DRAFT envelope using the template, but i don’t see on the documents the information i sent to prefill the fields (there’s a blank space). 

I tried changing the Zaps action from “Create draft request signature” to “Send envelope using a template”, and also sending the Draft envelope after its creation. If i change the action to “Send envelope usign a template”, i still can’t see the information in the preview document of Docusign, but the clients see the completed fields when they open the “sign” link received via email. 

When i try to send the draft envelope after creating it with the Zap, it makes me fill by hand the fields before sending.

My goal is to be able to create a draft envelope, filling the documents with some common labels like the customer’s name, and other information i already know (which depends on the customer, so it’s not static), and see that information in the document when i go check the envelope before sending. Is that not allowed, or i’m doing something wrong?  

 

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