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Pre-fill a form and capture events
Pre-fill a form and capture events
M
Written by Marya Maksimchuk
Updated over a week ago

Availability: Business and Enterprise plans

If you’re ready to do some coding to automate your workflow even more, consider pre-filling information for your recipients and capturing events from your form.

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Note:

At this time, we’re unable to provide support for pre-filing information and capturing events from forms.

Learn more about embedding your form on a website on our developers portal.

How to pre-populate information in your form

When you pre-fill information on your form, your clients will only need to sign the document. Here’s what you can pre-populate:

  • Recipients: Pre-fill data in the authorization form. Note that only role variables are supported.

  • Metadata: Set metadata for the document you’ll generate from the form.

  • Variables: Pre-populate values to variables in your forms. Other than the [Document.Value] variable, all types of variables (both predefined role variables and custom variables) are supported.

  • Fields: Pre-fill values in a text, checkbox, date, and dropdown field in your form.

Learn more about pre-filling information in a form.

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Pre-fill values using a direct link

You can pre-fill recipient data, metadata, variables, and fields — without embedding your form — by adding necessary data as a URL parameter.

Learn more about pre-filling values in your form using a direct link.

How to capture events from your form

Capturing events from your form is an ideal way to gain more control over how your embedded form behaves.

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You can subscribe to the following types of events:

  • Loaded: Allows you to capture events when the form is loaded and the user is asked to complete an authorization form (recipient names and email addresses).

  • Started: Allows you to capture events when a user enters contact details for recipients and selects Review document.

  • Completed: Allows you to capture events when a user has filled out assigned fields and completed the document by selecting Finish. If you’d like to redirect a customer to a specific page once a document has been signed, you can easily do this by providing a callback for a “completed” event, then redirecting the user.

  • Exception: Allows you to capture events when an error occurs while a recipient is attempting to complete a document.

Learn more about events.

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