Field mapping

Template fields are bound to roles, not to individual signers. When you send an envelope from a template, the signers you supply are matched to roles by name.

For example, a template with roles counterparty and our_signatory is sent like this:

{
  "template_id": "tpl_01HZX9...",
  "signers": [
    { "role": "counterparty", "name": "Avery Lin", "email": "avery@example.com" },
    { "role": "our_signatory", "name": "Sam Patel", "email": "sam@yourco.com" }
  ]
}

Permissio rejects the request if a required role is unfilled.