When building templates using the /templates
API endpoint, it is currently only possible to define JotBlocks by placing them at specific X/Y coordinates directly on the document.
We would like to propose a feature enhancement to allow the creation of preconfigured JotBlocks via the API that are not pre-placed, but instead appear in the Signer Panel (lower right) of the template editor—specific to that template.
Use case:
Our templates are generated dynamically and vary from case to case. However, each template may require standard signer-specific fields such as:
Company Name
Function / Title
Internal Reference Number
These JotBlocks are known at template creation time and could be generated through the API, but it would be much more efficient if they appeared in the Signer Panel, ready to be dragged and dropped by the user during the template configuration step.
Suggested improvement:
Extend the /templates
endpoint (or related API) to accept JotBlock definitions that are not immediately placed, but are instead listed in the available field options for that specific template.
Allow definition of type, label, default value, validators, etc.
Benefits:
Eliminates the need for users to manually recreate common fields each time.
Reduces setup time and chance of configuration errors.
Enhances flexibility and control when dynamically generating templates through the API.
This would be a powerful addition for teams automating their document workflows with unique, per-template requirements.