Retrieve Signer-Entered Field Values with the API

Audience: Organizations

The short answer: When you retrieve a completed transaction or document through the Proof API, each field on the document now includes the value the signer entered. You can pull that data straight into your own systems instead of reading it out of the completed PDF.

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This feature is available through the API only, and only to Business Pro+ and Premium/Elite organizations. There's no way to download this data from the Proof app.

What You Get

Detail What it tells you
Type What kind of field it is, such as a text, date, or signature field.
Signer Which signer the field belongs to. If you set an external ID for the signer, it's included so you can match it to your own records.
Position and size Where the field sits on the page and how big it is.
Fulfilled Whether the field was filled in.
Value What the signer entered. It's included for completed documents. Signature fields don't include a value.

How to Retrieve Field Values

1

Complete the transaction

Field values are available once the document has been completed.

2

Retrieve the transaction or document through the API

Use the Proof API to retrieve the transaction, or a single document from it. The response includes the field details for each document.

3

Read the value for each field

Use the signer's external ID to match each value to your own records, then pull the values into your system.

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Pro tip: Add an external ID for each signer when you create the transaction. It's returned with every field that signer completes.

Who Can Use It

Topic Details
Availability Generally available.
Plans Business Pro+ and Premium/Elite. Business Pro organizations can upgrade. See Upgrade from Business Pro to Business Pro+.
Access API only. You need API access to retrieve field values. See Generate a Full-Access API Key.
Who can use it Owners and Admins, and the developers who work with your API access.

If You Don't See a Field Value

  • Check that the document has been completed. Values are included for completed documents.
  • Signature fields never include a value.
  • Check that your organization is on Business Pro+ or Premium/Elite.

If a value is still missing, submit a support request and include the transaction ID.


Summary Checklist

  • Field values come back on each field when you retrieve a completed transaction or document through the API.
  • Each field includes its type, signer, position and size, whether it was filled in, and the value the signer entered.
  • It is available through the API only, for Business Pro+ and Premium/Elite organizations.
  • Add an external ID for each signer when you create the transaction so you can match values to your own records.
  • Signature fields do not include a value, and values are included only for completed documents.

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Still unsure? Contact your CSM or submit a support request for help.

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