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Passing variable values to envelope custom fields

  • June 20, 2024
  • 1 reply
  • 233 views
C
Newcomer
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Hi all,

sorry if I missed this. My goal is to have each customer have a custom embedded document with ID verification and signing feature. To achieve that, I intend to :

1/ Create an Envelope template with custom fields.

2/ Write the API call to pass information to custom fields and necessary options to make ID verification and other required features. Still need to figure it out.
3/ Create the iframe to embed all this.

Did I break this down correctly?

regarding 1/ I realized I needed to upgrade my standard plan to business pro plan to create custom fields.

regarding 2/ I have not found the documentation to map out my variable values to the custom fields variables and test it. Would anyone point me out to the correct direction?

1 reply

T
Docusign Employee
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Hi,

Embedded Signing is the concept you are after to embed the signing process for your customers: https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/

Regarding ID Verification, there is some great documentation on the workflows you need when creating your envelope: https://developers.docusign.com/docs/esign-rest-api/how-to/id-verification/

With CustomFields, you will pass these through when you create the envelope via the API.There is a property customFields you can specify.

https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create/#schema__envelopedefinition_customfields

You can create a free Docusign developer account which will allow you to test all this functionality for free: https://developers.docusign.com/

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