Feature
Append query parameters to any Docuplete interview link to pre-populate fields with data you already have. Clients see fewer questions to fill — making the interview faster, less error-prone, and more likely to be completed.
How it works
Details
Append field identifiers as URL query parameters when generating a client link. When the client opens the link, those fields are pre-populated with the provided values.
Pre-fill client name and email from your CRM, account number from your system of record, or document type from your intake workflow — so the client only fills what you don't already know.
Pre-filled values are shown to the client and are editable. The client can correct any pre-filled value before submitting — giving you a clean, confirmed dataset.
Developer and Enterprise plans can create sessions with pre-filled values programmatically via the REST API — enabling fully automated document workflows without manual link construction.
The fewer fields a client has to fill, the more likely they are to complete the interview. Prefill reduces visible questions to only what you genuinely need the client to provide.
The batch CSV import also supports prefilled column values — upload a spreadsheet with pre-filled client data to generate many sessions at once.
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