Enabling URL Parameters on signer fields

Use a URL Parameter to pass through default values on signer fields

Enable URL Parameters on individual signer fields to either pre-set default values that the signer can tweak if needed. Or set the field as hidden to set the value, but keep it unavailable to the signer to edit.

1. Enable your signer field to enable "Pre-fill value by URL" in field settings
   1. a URL ID will appear that will be used as your URL parameter
2. (Optional) set the field to Hidden if you do not want the signer to be able to edit the value
3. Once link is created, append your agreement link with the URL id and relevant value in this format: https://new.myharbourshare.com/agree/{link id}?{URL ID}=VALUE
   1. For example: https://new.myharbourshare.com/agree/FWIbnvwiBfsoRfgws?PartnerNumber=1234567

 

Use Case 1:

We have signer contact info in our CRM that we want to pre-fill for the signer to speed up their signing flow. 

>>Set URL Parameters for data we have to pre-populate the signer address information. It remains visible to the signer to tweak if their address has changed.

 

Use Case 2:

We have an internal ID for our customers that we want to be associated with all of their contracts. The customer does not need to see the value, but we want it to be accessible via API and webhook. 

>>Add Internal ID as a text field on the signer link. Set the field to hidden and enable URL Parameter. The field is never visible to the signer but I can set it in the URL to always be associated with the signers submission.