metadata
parameter to attach key-value data to envelopes.
You can specify up to 10 keys, each with names up to 32 long, and values up to 1,000 characters long.
Metadata allows you to store additional structured information on an envelope. For example, you might store an internal reference ID or an account name. Metadata won’t be visible to your users unless you choose to display it.
Avoid storing any sensitive information (such as bank account numbers, card details, etc.) as metadata.
data.envelope_metadata
field.
Using Metadata
Metadata is useful for storing information that does not fit within standard envelope fields but helps connect envelopes with your internal systems. For example, you can store a user’s ID as metadata when creating an envelope to link it directly to a user in your system:recipient.completed
webhook notification that includes your metadata:
100200
in your database, send notification emails, or trigger automated workflows.