Justin Jones
Justin Jones

Reputation: 81

DocuSign Rest API - Making Certain PDF Fields Required

I am sending a document to DocuSign (via byte array) in a Composite Template with multiple signers. DocuSign is recognizing the fields and everything is working perfectly.

However, I need to be able make some of these PDF form fields required. Is there a way to accomplish this? Is there something I can add to the form field itself that DocuSign will recognize and make it required?

All of the fields that show up are optional...

Also, lets say there are 4 checkboxes, and I need one of them to be checked. Is there a way to edit the PDF form fields so that will DocuSign will enforce this?

I would need to be able to make fields required for some signers and not required for others.

I know there are ways to do this within the DocuSign Template Panel, (depicted here) but I need my app to write various fields on the PDF before I send it to DocuSign. So going this "Template" route isn't an option.

Thanks for the help.

Upvotes: 1

Views: 509

Answers (1)

Praveen Reddy
Praveen Reddy

Reputation: 7393

  • I need to be able make some of these PDF form fields required.

You can set the form field as required in your Pdf document. When Docusign transforms those form fields(transformPdfFields=true), the 'required' property is inherited

  • Also, lets say there are 4 checkboxes, and I need one of them to be checked. Is there a way to edit the PDF form fields so that will DocuSign will enforce this?

In your Pdf form, you can use the radio button group to accomplish this. Docusign will honor the radio button group after the document is uploaded.

  • I would need to be able to make fields required for some signers and not required for others.

In Docusign, You can either make a field required for a single signer or all signers.

You can use the updateTabs api to set additional tab behavior after the envelope is created.

Upvotes: 3

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