I’m currently working on a project where I need to prefill DocuSign template document fields with dynamic data before sending the envelope. I’ve tried multiple approaches but haven’t been successful so far.
Current approach:
I’m using the DocuSign eSign Ruby SDK to interact with the DocuSign API. Here’s a simplified version of my code:

 def send_data_using_template(access_token)
    api_client = DocuSign_eSign::ApiClient.new
    api_client.default_headers['Authorization'] = 'Bearer ' + access_token

    templates_api = DocuSign_eSign::TemplatesApi.new(api_client)
    envelopes_api = DocuSign_eSign::EnvelopesApi.new(api_client)
    options = DocuSign_eSign::ListTemplatesOptions.new

    options.search_text = "Example document generation template"

    results = templates_api.list_templates(ENV['DOCUSIGN_ACCOUNT_ID'], options)
    template = results.envelope_templates.find { |template| template.name == "Example document generation template" }
    byebug
    template_id = template.template_id if template

    byebug
    current_user_name = "Alia"
    current_user_email = "[email protected]"

    envelope_definition = DocuSign_eSign::EnvelopeDefinition.new({
                        status: 'sent',
                        templateId: template_id,
                        emailSubject:" EMAIL_SUBJECT"
                      })

    text_tab = DocuSign_eSign::Text.new
    text_tab.tab_label = 'Text 9104f26a-e0fc-4b18-9843-07944aaedcda'
    text_tab.value = 'Jabberwocky!'

    tabs = DocuSign_eSign::Tabs.new
    tabs.text_tabs = [text_tab]

    signer = DocuSign_eSign::TemplateRole.new({
      email: current_user_email,
      name: current_user_name,
      roleName: 'signer',
      tabs: tabs     
    })
        
    envelope_definition.template_roles = [signer]

    envelopes_api = DocuSign_eSign::EnvelopesApi.new api_client
    response = envelopes_api.create_envelope ENV['DOCUSIGN_ACCOUNT_ID'], envelope_definition
  

    if response.envelope_id.present?
      puts "Envelope created successfully"
      loop do
        envelope_status = envelopes_api.get_envelope ENV['DOCUSIGN_ACCOUNT_ID'], response.envelope_id
        puts "Envelope status: #{envelope_status.status}.................................."
        break if ['completed', 'signed'].include?(envelope_status.status)
        sleep 5
      end

      response = HTTParty.get(
              "https://demo.docusign.net/restapi/v2.1/accounts/#{ENV['DOCUSIGN_ACCOUNT_ID']}/envelopes/#{response.envelope_id}/documents/combined",
              headers: { "Authorization" => "Bearer #{access_token}" }
            )

      if response.success?
        timestamp = Time.now.strftime("%Y%m%d%H%M%S")
        signed_document_path = "config/signed_document_#{timestamp}.pdf"
        File.open(signed_document_path, "wb") { |file| file.write(response.body) }
        puts "Signed document saved successfully at #{signed_document_path}"
      else
        puts "Error retrieving signed document: #{response}"
      end
    else
      puts "Error creating envelope: #{response}"
    end
  end

I’ve explored the following resources and approaches:

1. DocuSign documentation on prefilling tabs: Link

2. Stack Overflow threads: Thread 1, Thread 2

However, I haven’t been able to successfully prefill the template fields with dynamic data using these methods.