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docs(turbosign): document per-field default values and fixed date fields - #145

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amitsharma-turbodocx merged 4 commits into
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docs/field-default-value
Aug 21, 2026
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docs(turbosign): document per-field default values and fixed date fields#145
amitsharma-turbodocx merged 4 commits into
developfrom
docs/field-default-value

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@yacinekahlerras-turbodocx yacinekahlerras-turbodocx commented Aug 11, 2026

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Issue: nicolasiscoding/RapidDocxFrontEnd#1678
Frontend PR: nicolasiscoding/RapidDocxFrontEnd#2264
Backend PR: nicolasiscoding/RapidDocxBackend#1708

What this changes

TurboSign's field properties panel (the right panel when you click a placed field) gained a Default Value editor for the six identity field types, and Date fields gained a "Use the signing date / Use a fixed date" control. This documents both, and corrects two claims that were wrong.

Two corrections

1. Setting up TurboSign.md — Date fields can have a default now.

The note read:

Signature, Initials, and Date fields cannot have default values because they must be completed by the recipient at signing time.

True for signature/initials, no longer true for Date. Rewritten to keep the signature/initials rule, explain that a Date field fills with the signing date automatically, and point at the new section for pinning a specific date.

2. API Signatures.md — the "today" keyword never existed.

The API reference read:

Can set defaultValue to "today" for auto-population

This was never true: the backend rejected any defaultValue on a date field with DefaultValueNotSupported, so the documented call would 400. It is also not true now — a date default must be a real MM/DD/YYYY string, and "today" is special-cased nowhere in the backend or the signing page, so sending it would print the literal word "today" in the signed PDF.

Replaced with the actual contract: omit defaultValue (or send "") for signing-date behavior; send MM/DD/YYYY to pin a date.

Additions

  • A second way to set a default. Previously the guide only described the "Default values for [recipient]" accordion. You can now click a placed field and edit the value in its panel — same value, either way in.
  • Scope is stated explicitly. The six identity types (Full name, First/Last Name, Email Address, Title, Company) share one value per recipient, so editing one changes every field of that type. Text stays per-field. This is the part most likely to surprise someone, so it's called out in both places.
  • New "Setting a Date Field's Value" section covering the signing-date default and the fixed-date override.

Screenshots

Two new images, captured at 1355×812 to match every existing screenshot in this guide:

Image Shows
SetDefaultValueOnField.png The Default Value box on a Full name field, with the scope caption
SetDateFieldValue.png The Date Value control with "Use a fixed date" selected

Verification

The behavior documented here was verified end-to-end against a local stack (isolated worktree, own database): defaults set from the panel appear in the accordion and vice versa, persist to SignatureField.defaultValue, and pre-fill on the signing page. A fixed date of 12/31/2026 rendered as 12/31/2026 on the signing page rather than the signing date.

Deployment Notes

Docs-only. No migration, no env var, no API change in this repo.

🤖 Generated with Claude Code

The field properties panel gained a "Default Value" editor for the six
identity field types, and Date fields gained a "signing date vs fixed
date" control. Two doc claims were wrong and are corrected here.

- "Signature, Initials, and Date fields cannot have default values" was
  true for signature/initials but is no longer true for Date.
- The API reference said a date field "can set defaultValue to 'today'".
  That was never true (the backend rejected any defaultValue on a date)
  and "today" is not special-cased anywhere — a date default must be a
  real MM/DD/YYYY string.

Adds the second way to reach a default (click the field itself, not just
the accordion) and notes that the six identity types share one value per
recipient while Text stays per-field.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The per-language SDK reference pages showed DATE signature fields with no
defaultValue, so the new fixed-date capability (a MM/DD/YYYY default that
pre-fills instead of the signing date) was undiscoverable at the SDK-doc
layer. Add a fixed-date example to the date field in each of the six SDK
pages and extend the defaultValue property row to document the date format.
The detailed contract still lives in the API Signatures field-types
reference these pages link to.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
…ar date

The backend now rejects a non-existent date (e.g. 02/31) on a DATE field's
defaultValue with 400 InvalidDateValue, not just a format check. Spell that
out in the API reference so SDK/n8n/API callers know the exact contract.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
…ules

- Note the 600-character max on the defaultValue field-properties row.
- State that signature/initial fields cannot carry a defaultValue.
- State that a date field cannot be isReadonly (a pinned date still shows
  to the signer; it is not locked).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@amitsharma-turbodocx
amitsharma-turbodocx merged commit db11f32 into develop Aug 21, 2026
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