How send custom field information to One Span Signe Label and used as merged field in the templateFriday, February 18, 2022 at 10:29am
We have a template in eSign which uses custom label to populate values in the document with signer information e.g signer DOB, SSN. Currently our user use bulk file upload feature to create multiple packages for each signer in the One Span Application. Currently, there is no connection between the One Span application and Salesforce. We aren't going to install the One Span connector as well. We will be using Apex SDK for the integration.
The requirement in Salesforce is that we retrieve the template from One Span to Salesforce via API call (template should have a placeholder signer), the using post request, we want to create transaction with the template in One Span, also replaces the signer. The challenge is I need to send some custom field information to One Span and map with label information in Signer (similar to bulk recipient sheet).
I need to find a way through which I can send custom field and map with label (in signer information) via API call