fmESignature Link (DocuSign Edition) v1.1 Update

We’ve just released another free update to fmESignature Link (DocuSign Edition), our FileMaker solution for integrating with the DocuSign eSignature platform. This updates provides additional functionality around DocuSign Templates including:

  • you can now specify a value or a field name to use to pre-populate Template Tabs such as Text and Number tabs that can have the value set dynamically
  • you can now download the Tabs and Roles for DocuSign Templates to save you having to enter these manually (we downloaded a Template with 6 Roles and 120 tabs in under 2 seconds)
  • we’ve updated to support the latest version of the eSignature API (v2.1) and are now using a custom function to store the value of the DocuSign API to allow this to be updated more easily in the future

The new Template Tabs Value field allows you to specify a hardcoded value (e.g. “Acme Inc” for a text tab that users would enter their Company Name into) or a merge field, e.g.:

RequestsContactsContacts::Position

that will be merged at runtime as the Envelope is being constructed and replaced with the value from that field reference for the current recipient record. We’v also added a Locked field to the Template Tabs table to allow certain fields to be locked or “read-only” to the recipient. You can see the difference in the following screenshots. In the first screenshot we have set the Locked Value to false – the field has the pre-populated value but we can edit this if required:

In the next screenshot we have set the set the Locked Value to true and the field has the blue border and cannot be edited:

Here’s a short video showing the downloading of Template Tabs and Roles and how to use the new Template Tabs Value field to pre-populate custom tabs (you can also watch it on YouTube here):

The full list of changes are listed in the version history here. Existing customers can download this version from the link on your original order email (contact us if you need the link to be reset etc).

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published.