KamoCRM

Documents fill from your profile, and you can fix your profile without leaving them

Featurekamo-internal
Shipped
November 13, 2026 at 4:43 AM UTC
Author
Kamo
Commit
d77030d

Fields bound to the signer's profile (ESigService decides; identity fields by default, any text field by choice) arrive filled in. Above the document a "Filled From Your Profile" line offers Update My Profile: a dialog over the document that edits the member's own legal name, address and date of birth through the existing PUT /api/security/members/{id} (SecurityService's own rules: a member may change these on their own record), shows the work email, phone, title and company read-only as My Profile does, sends only what changed, then re-reads the bound values (new GET .../autofill proxy) and refills just those fields with a brand-coloured pulse. Everything else typed on the document stays. The template designer gains Fill From Profile on every text, identity and date field: Automatic (the type's default), Never Fill, or a chosen attribute.

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