How to Use Unassigned Fields
Create and send documents with the pre-filled fields that are not assigned to any recepient or role.
PandaDoc API supports creating and sending a document from a template with fields that have no role/recipient assignment. Use unassigned fields in these cases:
- You want the fields to be pre-populated via API but not edited by any recipient.
- You want a completed document without the actual recipient having to open document and press Finish.
- You want to send a document with pre-filled form fields (radio buttons, dropdowns, checkboxes).
Unassign fields on the template level
To create a template with unassigned fields, follow these steps on the UI:
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Create and send
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Updated 30 days ago
