KamoCRM

Fill everything we hold that a legal document asks for, and match clear labels

FeatureESigService
Shipped
November 13, 2026 at 5:30 AM UTC
Author
Kamo
Commit
45a4d28

The autofill catalog grows from names and one address to the whole useful profile: legal, first, middle, last, suffix and preferred name, date of birth, work and personal email, best/mobile/home/work phone, home address (street, line 1, line 2, city, state, ZIP, country, city-state-ZIP, one line), mailing address, job title, department, manager, hire date, NMLS id, company, employer legal name and address. No SSN/TIN or bank attribute. The home address is the person's residence address (users.address_residence_id), the membership address only a fallback; hire date comes from the timecard employment record. A plain text or date field with no explicit binding now fills when its label unmistakably names one of these ("Date of Birth", "City, State, ZIP", "Cell Phone"...). Whole-label match after dropping a parenthetical and a leading possessive, so "Business Name" or "Expiration Date" stay empty; a bare "Address" is the street beside a City/ZIP field, else the whole address. Never Fill always wins. The /autofill read also returns the whole profile (member surface only) for the correction dialog. Personal email, phones, addresses and dates stay off the signing LINK.

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