I’m sending out my envelope using a template via our CRM, but the prefill information hasn’t pulled through - what am I doing wrong?
This will be tied to the API request being used. If your prefill information is not pulling through, there’s a strong likelihood that the optional ‘document_merge_fields’ argument is missing (to identify that there are prefillable fields at play) and it’s constituent ‘field_id’ and ‘field_value’ arguments (to isolate which prefill it is and what you want to fill in). Double check that your request has all of these. Here’s the API documentation if it helps! Signable API Documentation