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I'm attempting to achieve a sequence of events from within the API as follows:
- Create Agreement with reuseable tempalte
- Fill the Template with data from our app
- Send the Agreement to the client for viewing and filling the pdf document
- Allow our employee too modify the agreement and resent the agreement
We want to allow our company user to modify the information contained in the template after the agreement has been sent
I know this is possible from within the Adobe Dashboard in AdobeSign, but we want to avoid using that dashboard.
The api call I use to fill in the template with our app's data is this one:
Once the state is set to "AUTHORING", I can no longer see the data that was entered into the template using the above endpoint.
Maybe I'm missing something here.
You bring up an excellent question(s).
To get field information for an agreement in the Authoring state, you need to make a GET request against the agreements/getFormFields. The response will include merged data + additional field descriptors.
If you are trying to build a preview or present the user with a document that contains merged data, with our latest release (late last week), my team introduced an enhancement to the GET combinedDocument and combinedDocument/url. This enhancement is specific to the Authoring state of an agreement where you can now pass "includeMergedFieldData" = true. as a query parameter.
Please let me know if I was able to answer your question or direct you toward a potential solution.
If more information is needed regarding how to merge data and allow the participant to make changes or how to modify the agreement in flight via API, please do let me know and I will be happy to provide those details.
This answers one question:
- how to view PDF with information filled into the PDF template
This is only possible once the Agreement State (from the api point of view) is in AUTHORING state or later.
When we are in DRAFT state, we can't view that filled in PDF
Another challenge I am encountering is that the following endpoint (https://api.na3.adobesign.com/api/rest/v6/agreements/agreementId/formFields/mergeInfo) does not allow modifying the FormField merge info after the state has been changed to AUTHORING or IN_PROCESS states.
I know that this api endpoint (https://api.na3.adobesign.com/api/rest/v6/agreements/agreementId/views) gives access to the Adobe edit screen for those states but we are trying to avoid that.
Please let me know if you have any suggestions