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Anchor String not populating value from JSON payload


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Hello Everyone,

I have a quick query regarding the anchor string feature of DocuSign. I have a web app that allows users to select documents to preview them first. If everything looks good, they can proceed with e-Signing.

To achieve this, I have set up two templates in my DocuSign account:

  1. Preview with Viewer role: This sends the envelope to the current logged-in user for previewing. If everything looks correct,
  2. The user can then proceed with the e-Signing process using the second DocuSign template with the Signer role.

Everything is working in the flow as expected, except for the part where the user wants to preview the envelope. The user is receiving the envelope, but the documents within the envelope have empty anchor string values. However, when the user actually sends the envelope for e-signing(Signer Role), we can see that the anchor string values are populated correctly in the documents under the envelope.

I'm wondering if this is by design, or if there's something I'm missing or doing wrong while populating my anchor strings for the Viewer Role.

{
  "status": "Sent",
  "compositeTemplates": [
    {
      "serverTemplates": [
        {
          "templateId": "f3XXXXXXXXXXXXXXXXXXd6cebf",
          "sequence": 1
        }
      ],
      "inlineTemplates": [
        {
          "sequence": 1,
          "recipients": {
            "signers": [
              {
                "email": "svashishth@ABC.com",
                "name": "Northern LLC",
                "roleName": "Viewer",
                "recipientId": "1",
                "tabs": {
                  "textTabs": [
                    {
                      "anchorString": "<<Project Name>>",
                      "scaleProperty": "SizeToFit",
                      "locked": "true",
                      "value": "Test Center"
                    },
                    {
                      "anchorString": "<<Test>>",
                      "scaleProperty": "SizeToFit",
                      "locked": "true",
                      "value": "Test Comment"
                    },
                    {
                      "anchorString": "<<Test Tag>>",
                      "scaleProperty": "SizeToFit",
                      "locked": "true",
                      "value": "Test Tag Comment"
                    }
                }
              }
            ]
          }
        }
      ]
    }
  ],
  "emailSubject": "Please sign this document"
}

 

Best answer by vashu

Thanks, Sai, for the response. You are right; I could see those fields populated when I reviewed my envelope in DocuSign. However, when I exported my sent envelope as a zip file to OneDrive, I couldn't see those fields populated in the individual PDF documents. After enabling the last setting under my account, I can now see those fields populated.

 

For more details please check this question : Anchor strings not populating dynamic data for role Viewer | Community (docusign.com)

 

 

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2 replies

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  • Docusign Employee
  • 59 replies
  • May 16, 2024

Hello Team

I've replicated the problem with your code, but I'm not observing the issue you mentioned. The anchor strings for the Viewer Role seem to function in the same way as those for the Signer Role. Here are the details: 

 

{

    "documents": [

        {

            "documentBase64": "",

            "documentId": "754",

            "htmlDefinition": {

                "source": "document"

            },

            "name": "SignatureCard"

        }

    ],

    "emailSubject": "LFI Bank sent you a document to review and sign",

    "notification": {

        "useAccountDefaults": "TRUE"

    },

    "recipients": {

        "signers": [

            {

                "email": "@gmail.com",

                "name": "Northern LLC",

                "roleName": "Viewer",

                "recipientId": "1",

                "tabs": {

                    "textTabs": [

                        {

                            "anchorString": "TestPDF",

                            "scaleProperty": "SizeToFit",

                            "REQURED": "TRUE",

                            "locked": "FALSE",

                            "value": "Test Center"

                        },

                        {

                            "anchorString": "RadioGroup1",

                            "scaleProperty": "SizeToFit",

                            "REQURED": "TRUE",

                            "locked": "FALSE",

                            "value": "Test Comment"

                        },

                        {

                            "anchorString": "RadioGroup2",

                            "scaleProperty": "SizeToFit",

                            "locked": "true",

                            "value": "Test Tag Comment"

                        }

                    ]

                }

            }

        ]

    },

    "status": "sent"

}

 

Please let me know if you have any question in further.

"Select as Best" below if you find the answer a valid solution to your issue and mark it as resolved.

 

Thanks & Regards

Sai HariPriya Dandamudi | Sr Developer Support Engineer | DocuSign

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Forum|alt.badge.img+3
  • Author
  • New Voice
  • 5 replies
  • Answer
  • May 17, 2024

Thanks, Sai, for the response. You are right; I could see those fields populated when I reviewed my envelope in DocuSign. However, when I exported my sent envelope as a zip file to OneDrive, I couldn't see those fields populated in the individual PDF documents. After enabling the last setting under my account, I can now see those fields populated.

 

For more details please check this question : Anchor strings not populating dynamic data for role Viewer | Community (docusign.com)