Environment

REST API Documentation.

Question

While using POST/Agreements method in REST API, how to merge the data in the form fields before sending out the document?

Answer

You can merge the data directly into the form fields by using the following methods:

  • Using a Library template:

    If you are using a library template ID under FileInfo parameter, make sure to provide exact field name and its associated data under the below section:
 "mergeFieldInfo": [
      {
        "defaultValue": "",
        "fieldName": ""
      }
    ],
  • Using text tags in a document uploaded as a Transient document:

    If you upload a document that has text tags added to it as a transient document, make sure to provide the exact field name and its associated data under the below section: 
 "mergeFieldInfo": [
      {
        "defaultValue": "",
        "fieldName": ""
      }
    ],

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