capabilities.work

Prefill Text Tabs and Send

A 3-step recipe with Docusign. We can help you get access.

Recipe · 3 steps

Prefill Text Tabs and Send

with Docusign · Contract Management

Prefill a recipient's text tab on a draft envelope and send it.

  1. Create a draft envelope with one signer that has both a signature tab and a labeled text tab to be prefilled.
  2. Update the recipient's text tab to carry the prefilled value before the envelope is sent.
  3. Transition the draft envelope to sent so the signer receives the document with prefilled fields.
What you'll need to have ready
  • accountId: The DocuSign account ID (GUID or short account number).
  • emailSubject: The subject line of the envelope email.
  • signerName: The full legal name of the signer.
  • signerEmail: The email address of the signer.
  • documentBase64: The base64-encoded content of the document.
  • tabLabel: The label identifying the text tab to prefill.
  • tabValue: The prefilled value to write into the text tab.
  • documentName: The display name of the document.
  • fileExtension: The file extension of the document.
For your developer

Arazzo workflow docusign:prefill-text-tabs-and-send, 3 operations: Envelopes_CreateEnvelope → Tabs_UpdateTabs → Envelopes_UpdateEnvelope. Specs on APIs.io.

More recipes with Docusign

Bulk Send From TemplateCorrect Recipient Email and ResendCreate Template and Send EnvelopeDownload Completed DocumentsBuild a Draft Envelope and SendDraft Envelope Sender ViewEmbedded Signing ViewFind Template and SendInspect Recipient TabsList Sent Envelopes and Check Status