docusignapidocusigncompositetmplts

Docusign Composite Template - Text Tabs / Prefilled Field

I have an envelope that is comprised of 5/6 templates with various fields within each of the documents that need to be populated. Many of these are marked by a string that I want to replace such as $$string-to-replace$$. The values for these are pulled from a db.

My first thought was to do this with prefilled tabs but I got an error that I couldn't have PrefilledTabs within a recipient definition, so I moved to TextTabs. Example code shown below:

Text text = new Text
            {
                FontSize = "size12",
                FontColor = "black",
                Locked = "true",
                AnchorString = anchorStringValue.AnchorString,
                Value = anchorStringValue.AnchorValue
            };
textTabList.Add(text);
Tabs signerTabs = new Tabs {SignHereTabs = signHereList, TextTabs = textTabList};
signer.Tabs = signerTabs;

This somewhat works but the text underneath shows up underneath the value when it is placed using an anchor string. From another post I saw that this could be fixed by making the text in the templates white but that makes it hard for edits to be made in the future so I would like to avoid this if possible.

Ideally, I want to allow another member of my team to make the templates in the Docusign UI and then have labeled text fields that I can replace using the docusign api / code. Any suggestions on how to do this?

Solution

  • Acutally I figured out what I wanted to do. I can assign Roles to the template fields that I add (checkbox, text, etc.) in the UI. And then in the API when I assign signers to the envelope I can assign them the Role I specified in the template. Hope this helps someone in the future

    enter image description here

    enter image description here

    You can update the text in the textbox's etc like this

        Text inlcudedOnTemplateTest2 = new Text
    {
        TabLabel = "test_text2",
        Value = "TESTING TEXTBOX 2",
        Locked = "true"
    };

    And you can assign that role to each signer like this

            Signer signer = new Signer
        {
            Email = "####email####",
            Name = "####Name####",
            RecipientId = "1",
            RoutingOrder = "1",
            RoleName = "Signer"
        };