How do I send a custom document with pre-filled customer data (acct num, address etc) for signing?

[Technical5C26]

Hi.

We have a requirement to send a document that is specific to each signer.  We need to include their account number, address, company name etc in the document prior to sending it for signing.

Is the only way to do this by using the API or is there another way?  Also, I would like to test the API using our Adobe Sign account.  I signed up for the Small Business trial but I believe creating applications for the API is only possible with Enterprise.  How do I trial Enterprise in order to test the API?

Thank you.

[One each Scott]

Greetings!

I would recommend a developer account for testing the API.

For inserting custom field information for individual agreements outside of the API, you can

• Customize a web form link to include field-level content
• Use MegaSign with custom fields added in the CSV
  • Mega Sign is the easiest method if you are building this by hand and you can live with the limitations of Mega Sign

Both of these options are based on the same document set and are limited to agreements that only have one external recipient. 

If you require multiple recipients, the API is currently the only option.

Hopefully this is helpful!

-Scott