Filling in varying fields programmatically

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5 comments

  • Official comment
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    Nic )

    Hi Sasha,

    Thank you for writing in! Nic here with the Hellosign API Support team.

    I appreciate you submitting this question, it is possible to have user editable custom fields with one signer signature requests. Please view the Editable Merge Fields FAQ to get up and running. Since you are using the Ruby SDK please view this Github page on editable merge fields. For signature requests with multiple signers you will need to implement the scenario you described above using multiple templates.

    If you have any additional technical questions please send an email to apisupport@hellosign.com.

    Cheers,

    - Nic

  • Avatar
    Sasha Cooper

    Thanks Nic. I'll play with that over the weekend.

  • Avatar
    Lee Smith

    I couldn't get this to work after following the example from the Github page. Just so I'm clear, the fields that I want to pre-populate that are signer-editable, those need to be set up as signer-role, right? Not "me (when sending)"?

    Thanks for any help!

  • Avatar
    Nic )

    Hi Lee,

    Thank you for writing in! Nic here with the Hellosign API Support team.

    I am sorry to hear of this issue but I appreciate you letting us know. For merge/custom fields please set the signer role to "Me(when sending)". This lets the API know that the data for the field will be provided when initiating the signature request. Please follow the instructions in the Merge Fields for Templates FAQ to get setup.

  • Avatar
    Lee Smith

    That was exactly my problem. Thanks Nic!

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