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How to include prefill tabs in webhook payloads in DocuSign

Here is how to include prefill tabs in webhook payloads in docusign

  1. First click on the "Admin" link in the top navigation menu
  2. Then scroll down the page to view more content
  3. Next click on the "Connect" option in the left sidebar under the INTEGRATIONS section
  4. Then click on the "Actions" dropdown button next to a custom configuration in the configurations table
  5. Next select the "Edit" option from the Actions dropdown menu
  6. Then scroll down the page to view the Trigger Events section
  7. Next click on the "Envelope and Recipients" expandable section to collapse it
  8. Then scroll down further to view the "Include Data" section
  9. Next click on the "Prefill Tabs" checkbox in the Include Data options
  10. Then scroll down to the bottom of the page to view the save options
  11. Finally click on the "Save Configuration" button to save the changes
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Why should you include prefill tabs in webhook payloads in DocuSign

DocuSign is a leading eSignature platform designed to simplify digital transactions and agreement processes.

Incorporating prefill tabs in webhook payloads within DocuSign enhances the automation and accuracy of data exchange. When using prefill tabs, you ensure that documents are populated with necessary details before they reach the recipient.

This feature is particularly beneficial for reducing manual entry errors and speeding up document processing. Prefill tabs seamlessly integrate with existing systems, providing a smooth flow of accurate, preloaded information.

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