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Trouble with Merge Fields in PDF Form Using eSign EchoSign REST API v5

Community Beginner ,
Mar 23, 2016 Mar 23, 2016

[UPDATE]: We've found that the merge failure seems to be related to the use of "signatureType" : "WRITTEN" (irrespective of whether "recipientSetMemberInfos" is set for delivery to a fax or email address). Switching to "signatureType" : "ESIGN" in the json below and delivering to an email address set in recipientSetMemberInfos allows the merge to proceed normally.


This is very likely a bug in the API. Using "signatureType" : "WRITTEN" prevents the merge from succeeding.

Any thoughts as to how to proceed would be welcome!

--

I am trying to send a PDF with pre-filled form fields for signature using the rest API v5 (see REST API — Document E-signature Software — Adobe Document Cloud).

I create a TransientDocument without difficulty and can send an agreement for signature which leverages the same, but cannot manage to fill form fields using the API through the use of mergeFieldInfo. Instead, the agreement is sent with all form fields unfilled. The PDF form I'm using and uploading as a transient document for testing purposes does include form fields named "Your_Last_Name" and "Your_First_Name" as referenced below. I'm hoping there is something simple I'm missing, as I can't imagine this functionality is broken in the REST API. Here is an example of the JSON I provide for AgreementCreationInfo in the POST for /agreements (of course a valid transientDocumentId value would have to be provided):

{

  "documentCreationInfo": {

    "name": "Sample Document with Merged Data",

    "message": "Please print out and sign the agreement, then return via fax.",

  "fileInfos": [

  {

    "transientDocumentId" : "TODO: REPLACE_WITH_TRANSIENT_DOCUMENT_ID"

  }

  ],

    "recipientSetInfos": [

      {

        "recipientSetRole": "SIGNER",

        "recipientSetMemberInfos": [

          {

            "fax": "2125551212"

          }

        ]

      }

    ],

  "mergeFieldInfo" : [

    {

  "defaultValue" : "Smith",

      "fieldName" : "Your_Last_Name"

    },

    {

  "defaultValue" : "John",

      "fieldName" : "Your_First_Name"

    }

  ],

    "signatureType": "WRITTEN",

    "signatureFlow": "SENDER_SIGNATURE_NOT_REQUIRED",

    "securityOptions": {

      "passwordProtection": "NONE",

      "kbaProtection": "NONE",

      "webIdentityProtection": "NONE",

      "protectOpen": false,

      "internalPassword": "",

      "externalPassword": "",

      "openPassword": ""

    }

  }

}

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Adobe Employee ,
Mar 25, 2016 Mar 25, 2016
LATEST

Hello Peter,

Can you inbox me your registered email address along with copy of document used so that I can further check?

Regards,

-Rijul

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