CODEWITHSUNDEEP
c#docusignapi
Huzaifa Shakir
Huzaifa Shakir

Reputation: 5

Is there a way to add custom fields to the document in a template from the API which can be further used through DocuSign console?

I am working on integrating DocuSign by using DocuSign C# client. So far I could use TemplatesApi to create a template with a document. Now, I want some custom fields added to the document in the template so that the user can place these custom fields on the document in the template through the DocuSign console. I have tried adding the document custom fields and tabs for particular signer but it doesn't work.

Further, I would need to create envelopes based on the template and populate the custom fields/tabs with unique values (like name, job title etc) for each envelope.

Instead of custom fields if there is some other functionality that helps me achieve this then that would work too.

Upvotes: 0

Views: 707

Answers (1)

Inbar Gazit
Inbar Gazit

Reputation: 14050

use this method:

 CustomFields CreateCustomFields (string accountId, string templateId, TemplateCustomFields templateCustomFields = null);

in the TemplatesApi you will have to provide the accountId, templateId and the (one or more) custom fields you wish to add to the template.

Upvotes: 0

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