Docusign allows for using a feature called 'Merge Fields' within Tracker RMS. This gives users of our product the ability to auto-populate fields within forms created inside of Docusign.
The key to using Merge Fields is to ensure the field names created on the template match the tags used in Tracker precisely and specific to the record type where you are trying to send the template.
For example, if we want to send a form from a candidate's record we can open our Templates section, use the Candidate Association, and see what to call those Merge fields based on the template tags. For example, I want to add in the candidate's first name automatically - and the tag below is showing [[First Name]]:
When entering your Merge Fields into Docusign, DO NOT include brackets around the value in the list above. You will want to add the Merge Field under the "Data Label" tab in Docusign. For example:
Fill out the remaining Merge Fields and save your DocusignTemplate. Your most recently saved Form will now be available within Tracker.
As you can see, when you Prepare the Form your Merge Fields are now filled in:
Your candidate will receive a notifiation from Docusign that they have a document to review and sign:
