Instructions to Generate Dynamic URL :
&signerFirstName=value&signerLastName=value&signerEmailId=value
&party_2_firstName=value&party_2_lastName=value&party_2_email=value
&party_3_firstName=value&party_3_lastName=value&party_3_email=value
&field_name_in_template=value
Important: To be able to pass the field values with the URL, please enable the ‘Show Document Fields on Form’
on the ‘Display Features’ tab of the specific online form.For some reason, if you need to fill the field values and not show on the modal, you can pass an additional parameter-
“hideFormFields=true”.
5. For checking/unchecking any checkbox, pass ‘true/false’ as its value.
Example:
&checkbox_name_in_template=true or &checkbox_name_in_template=false
6. Maximum of two(2) custom fields can be added with the dynamic URL that do not show on the form but used as metadata for the folder. Custom fields are passed back with the folder information via the webhook response each time. You can add any custom field and value information in this format:
CustomField1=fieldname&fieldname=12345
Example: CustomField1=SalesforceObjectID&SalesforceObjectID=132121212
Example to generate sample URL:
With form fields (excapeForm ‘false’ and hideFormFields=true will hide the form field but will allow the signer to update their own or additional signer names).
With custom fields:
NOTE:
1. Use ‘&’ as a separator for all parameters.
2. Use ‘%20’ or ‘+’ as a space in the value.
Example: **&Comments=This%20is%20a%20long-term%20contract%20** will display comments value as 'This is a long term contract'
3. For checkboxes and radio buttons pass values as true/false.
4. If having any trouble getting field names, please take help from below screens:
Right-click on the field and then click ‘inspect/inspect element.’