What are Editable Merge Fields, aka Custom Fields?
Editable Merge Fields (referred to as “Custom Fields” in the API documentation) let requesters allow signers to edit data that has already been pre-filled in by the requester.
When are Editable Merge Fields useful?
Editable Merge Fields are particularly useful when requesters have information that can potentially be corrected by signers. Examples:
- Name: the requester has pre-populated the name “William” in the field for “signer name.” However, the signer actually prefers “Bill.” With Editable Merge Fields, the signer will be able to easily change “William” to “Bill” without requiring the requester to re-send the document.
- Phone number: the requester has an incorrect number, or the signer prefers an alternative number (e.g. Google Voice number instead of cell).
What should Editable Merge Fields not be used for?
For information that should not be corrected or changed, we recommend not allowing signers to edit. Examples:
- Pertinent contract-related information (e.g. pricing)
- Financial-related information (e.g. salary details)
What happens if I want to use this for more than one signer?
Currently, Editable Merge Fields are supported for one signer only. For more than one signer, we ignore Editable Merge Fields and send you a warning.
Can I use Editable Merge Fields for the HelloSign Personal, Pro, or Business plans?
Currently, Editable Merge Fields are only supported for our API plans.
I don’t need this feature. Do I need to do anything?
NO. By default, the feature is disabled.
This new feature is awesome! But how can I turn Editable Merge Fields on?
Two endpoints will allow you to use this feature:
You will see a new implementation to pass information into the template.
Note: “Merge Fields” are referred to as “Custom Fields” in the API documentation.
In this example, the signer role ‘Client’ is allowed to edit the field. This following example is a cURL call. We also have code examples from other popular languages.
Before Editable Merge Fields, the signer saw a field like this, which was uneditable:
Now, by allowing the custom_fields to be editable, the signer will now see an editable field, like this:
We also have walkthroughs in our API documentation. We’ve created a new section on how to use merge fields. Because Editable Merge Fields work only with templates, if you’d like to start from the very beginning, start with our creating templates walkthrough.