Going to tag a document for signature, docusign scans the document and finds fields and auto-tags them, there is a popup to to “undo” (see attached). We hit “undo” every time.
How do we disable this feature all together, it is annoying?
Going to tag a document for signature, docusign scans the document and finds fields and auto-tags them, there is a popup to to “undo” (see attached). We hit “undo” every time.
How do we disable this feature all together, it is annoying?
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
I’m sorry to hear that you are having issues with fields being automatically placed. I understand you would like to remove that.
It seems like you have AutoPlace tags set up in your account, if that is the case, you would just need to edit or delete the custom fields that have the AutoPlace in them: Add Fields Automatically with AutoPlace
Please view the following article: Delete a Custom Field
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hi- please explain how you disable fields being automatically placed for ALL documents. This is for standard, not custom settings. Thanks.
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
You say all your documents are having this issue, are you applying any templates?
Does your document have PDF fillable fields?
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Thanks for your message. I am uploading PDFs of word legal documents. I am not applying templates and I am not using PDFs with fillable fields.
I want to understand how I can change the settings so that for all documents I upload DocuSign is not autopopulating the documents with fields. I want to put in the fields manually myself and I don’t want to have to cancel DocuSign doing it first, every time (which is what is happening now). Thanks again for your help.
Hello
Thank you for reaching back.
DocuSign does not have a feature that automatically adds fields to documents and if you are not using any templates nor PDF with fillable fields, the only other option is AutoPlace fields that are mentioned in my previous comments on this thread: Add Fields Automatically with AutoPlace
If that does not apply either, I recommend you create a support case to have that checked out: https://support.docusign.com/en/contactSupport
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
The screenshot provided looks like it is related to AI-powered Suggested Fields, where there was a Beta as described in the link. I am not aware that this feature went live as I couldn’t find any information on this being released yet.
Initially I was thinking you talk about the feature called “Form Fields”: When you upload a PDF that has form fields to a Docusign envelope or template, the system recognises and converts the fields into comparable Docusign recipient fields.
This Docusign Support article contains additional information on the topic.
When you upload a document with form fields, you will see this banner:
When you click on “Next” this is how the related pop-up looks:
For further support and troubleshooting it would be helpful if you provide more information and screenshots so we are able to investigate. It would also be helpful to understand what Docusign plan are you on.
Thanks for the reply Michael. My issue is not with pdf form data, it is with the AI-Power suggested fields specifically. It may not be rolled out yet but perhaps my system is enrolled in some sort of beta test. If so, I would like to disable the feature as it is not quite ready yet.
In that case contact your Docusign Administrator and ask him to log a case with Docusign Support to disable that feature. There may be other people in your company that are actually testing this feature or requested it.
If you are the Docusign Administrator of the account, you can log the case with Docusign Support directly.
I found one other question and it seems that this functionality is related to the Docusign Real Estate plans, but without having one myself I am not able to verify this. Reaching out to the Docusign Support seems to be the correct next step.
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