There are times that you may want to pre-populate the value of a checkbox on your document based on data you have before the signers see the document. For example, if you have a loan document and the signer has already been through a pre-qualification process, you may want to pass in "true" for the "pre-qualified customer" checkbox, instead of relying on the signer to answer this for you.
You're able to do this with both our template and text tag methods.
(For more information on the basics of those, please see How to Place Fields Directly on Documents.)
If you're working with a template, you place the checkbox and then hover over it and select the "Me (when sending)" signer from the dropdown list. Note the api_id of the field. You will use this when populating your custom field.
If you're using Text Tags, then you will want to place the following field on your document:
[checkbox-merge|req|sender|prequalified|checkbox_1]
Then, for your custom fields array, you would enter the following to mark the box as true:
