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:

  1. You want the fields to be pre-populated via API but not edited by any recipient.
  2. You want a completed document without the actual recipient having to open document and press Finish.
  3. 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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