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Prefill tabs through Python SDK

  • December 18, 2024
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Hello Docusign team,

 

I am using Docusign eSignature and I have created a template using the Docusign UI. I want to create envelopes from this template using the Python SDK. I have a couple of tabs that I want to pre-fill before sending to signers, so I used pre-fill tabs when creating the template. The problem is, I cannot find a way of prefilling these tabs using the Python SDK. 

 

I have seen an answer suggesting that pre-fill tabs should be used only on the UI and not on the API or SDKs. Is that true? I have chosen prefill tabs because, as I see, regular tabs are associated with a specific signer, and I want all the signers to see the values that I prefill.

 

Which option is best for my case: regular tabs or prefill tabs? If I choose regular tabs, will all the users be able to see the values I prefill or only the user associated with the tab?

Thanks in advance,

 

 

Alisson Porto

Best answer by rodolfo.napay

Hello ​@aporto ,

 

Thank you for the clarification.

 

If that is the case, a signing order should be implemented on the template.

Use a regular field and assign it to the first signer as a read-only field to ensure all signers see the pre-filled information.

 

Best regards,

Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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4 replies

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  • rodolfo.napayCommunity Moderator
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  • 143 replies
  • December 19, 2024

Hello ​@aporto ,

 

Thank you for reaching out here in the Docusign Community.

To answer your inquiry about the pre-fill tabs vs. regular tabs, we recommend to use the pre-fill tabs as these are not associated with any of the recipients and that their value can only be set by the sender.

Please use this link as a reference on how to apply these tabs using Python.

https://www.docusign.com/blog/developers/common-api-tasks-customize-your-envelopes-pre-fill-fields#python

 

Best regards,

Rodolfo | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

 

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  • aportoNewcomer
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  • December 20, 2024

Hi ​@Rod ,

Thanks for your answer, but it does not solve my problem. The answer you provided creates brand new pre filled tabs in a document. I would like to fill the values for pre-fill tabs already existing in the template. I assume I should use some kind of identifier (tab_label for regular tabs). Also, I do not want to provide the documents again when calling the method, since those are also defined in the template.

Could you please provide me another solution?

 

Thanks

R
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  • rodolfo.napayCommunity Moderator
  • Community Moderator
  • 143 replies
  • Answer
  • December 20, 2024

Hello ​@aporto ,

 

Thank you for the clarification.

 

If that is the case, a signing order should be implemented on the template.

Use a regular field and assign it to the first signer as a read-only field to ensure all signers see the pre-filled information.

 

Best regards,

Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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  • aportoNewcomer
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  • December 23, 2024

Thank you ​@rodolfo.napay !

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