Using a url to populate a document
Quickly Populate is a lightweight mechanism that allows you to create documents from a link.
You use this in cases where full api integration isn't necessary.
For example, if you have a CRM and you want to populate a document/contract from within the CRM, you can build a Quickly Populate link which, when clicked, will create a new document from a template with fields automatically filled.
How to set it up
On your template page, click on "Template Settings".
In template settings, click on "Show Quickly Populate links".
The link shown will be something like:
https://dev.quicklysign.com/document_from/<template_key>?document_name=&signer_0_name=&signer_0_email=&field_rental_amount=
This may look a little confusing at first, so let's break it down:
- All text after the ? is the data you can populate.
- You specify values for a field in the following format
<field>=<value>. e.g. signer_0_name=bob or document_name=mydocument - Values are separated with &
So if you want to send a document to someone called Rob and his email address is [email protected], the link will look like this:
https://dev.quicklysign.com/document_from_template/<template_key>?document_name=Document+for+rob&signer_0_name=Rob&signer_0_email=[email protected]&field_rental_amount=R10000
You can put create links like this in anchor tags, which will automatically open in a new window with the document created from a template.
A few notes on fields:
- Fields must urlencoded
- You can leave fields blank if there is no value to be assigned
- signer_0_email is the first signer in the list. signer_1_email is the second signer