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How to prefill form details before sending a document for signature

BoldSign is designed to make the eSignature process easier. In this article, I will walk you through the process of prefilling the form fields in documents prior to sending them for eSignatures.

Consider a scenario where your business involves customer interactions, where your customers’ needs to fill out a contact form online when signing up for your services. When you know your customer details (such as their name, email, and effective date), you can prefill form fields for them and just make them review and sign the form.

The screenshots below refer to the signers’ view, where all the details have already been filled in by you. They simply need to review the details and complete the signing process.

Prefill form fields with values

Now let’s see the steps involved in prefilling the form values to the signer. 

Creating a Template in BoldSign

Creating a template in BoldSign’s user-friendly web app is a straightforward process.

Consider a template as a pre-filled document that has fields assigned for signatures and other data. Usually, people will create templets when they want to use the same document repeatedly to get signatures. To know more about templates please refer to this link Creating templates

Access the BoldSign Web App:

Log in to your BoldSign account and navigate to the web application.

Create a New Template:

  1. Click the `Create New` button in the top-left corner.

    Create a new template
    Create a new template
  2. Select the `Create New Template` option. Add a title and a description for the template.

  3. Upload the document to be signed.

    Add title, description, and upload documents.
    Add title, description, and upload documents
  4. Add recipients and assign roles to identify signers.

    Add roles
    Add roles
  5. Click the `Next` button to open prepare page. Add required form fields, assigning them to different signers by changing the role name in the drop-down.

  6. An ID is assigned for all form fields while adding the form fields, these IDs are used to identify each form field while prefilling the values to the fields. You can also edit the ID based on your requirement.

  7. After adding the required form fields to the document, click `Save template` to save the template.

    Configure form fields
    Configure form fields

Pre-filling Fields Programmatically and Send for Signature

Now, let’s use the “/v1/template/send” API to fill in the BoldSign template and send the document for eSignature. 

The provided code snippet is an example of how you can use the BoldSign API to fill in form fields and send a document for signature.

Set the values for “templateId”, “signerName”, and “signerEmail” with your actual template ID and signer information. And customize the “existingFormFields” collection with the appropriate field IDs which you got from creating the template and values to the fields.
    
curl -X 'POST' \
        'https://api.boldsign.com/v1/template/send?templateId=294548c3-2a0b-4281-b6ab-de34e3fffbc9' \
        -H 'accept: application/json' \
        -H 'X-API-KEY: {your API key}' \
        -H 'Content-Type: application/json;odata.metadata=minimal;odata.streaming=true' \
        -d '{
          "title": "Invitation form",
          "message": "Kindly review and sign this.",
          "roles": [
            {
              "roleIndex": 1,
              "signerName": "David",
              "signerEmail": "david@cubeflakes.com",
              "existingFormFields": [
                {
                  "id": "Company_Name",
                  "value": "Syncfusion"
                },
                {
                  "id": "Customer_Name",
                  "value": "David"
                },
                {
                  "id": "Customer_Email",
                  "value": "david@cubeflakes.com"
                },
                {
                  "id": "Check_Box",
                  "value": "on"
                },
                {
                  "id": "Radio_Button",
                  "value": "1"
                },
                {
                  "id": "Due_Date",
                  "value": "05/10/2023"
                },
                {
                  "id": "Drop_Down",
                  "value": "United States"
                }
              ]
            }
          ]
        }'
    
Here note that the `existingFormFields` collection have all the necessary prefilled values for the signer. You can fetch the values from your database in real time environments where the values always change.

Conclusion

To sum up, BoldSign’s ability to prefill form fields excels in situations such as customer contact forms, simplifying procedures for companies that deal with clients on a regular basis. With BoldSign, you can automate and streamline any document-intensive process, including customer onboarding and service agreements.

Our goal is to give you the greatest eSignature experience imaginable. Kindly provide your thoughts and recommendations in the comment section below. Our support team is also readily available to address any questions you may have.

You can schedule a demo or get in touch with our support team via our support portal if you require any additional help.

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Gopinath Kannusamy

Gopinath Kannusamy

Gopinath is a passionate software developer with 2 years of experience at BoldSign. He is an avid writer and enjoys sharing his insights on technology and development. In his free time, he enjoys exploring new technologies and learning new things.

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Gopinath Kannusamy

Gopinath Kannusamy

Gopinath is a passionate software developer with 2 years of experience at BoldSign. He is an avid writer and enjoys sharing his insights on technology and development. In his free time, he enjoys exploring new technologies and learning new things.

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