We have standard documents that we execute with every contract and require our subcontractors to fill out. Dragging and dropping the text fields every time is time consuming. Is there a way to add the text fields as a template to these forms to save time?
Hello,
Thank you for reaching out here in the DocuSign Community.
I apologize for the inconvenience, I understand that you have a query about how to add your text fields more efficiently.
We offer several options:
You can create a template using the form as a base. The key difference between creating envelopes and templates is the option to add placeholder roles to the recipients list. The placeholder role represents a recipient in the envelopes created when you use the template. When you later start an envelope using your template, you enter the actual person's information for that role. Typically, you use placeholder roles for the recipients rather than named persons, enabling easy reuse for sending to different people.
If you use PDF files, you can use Form Fields please see this external link https://helpx.adobe.com/acrobat/using/pdf-form-field-basics.html
We also offer the option to AutoPlace your fields; AutoPlace adds fields near each occurrence of a given string in a template or document. This advanced field action allows you to specify a string of characters in your document or template for automatic placement of the field.
More information at:
Add Fields Automatically with AutoPlace
Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
Compare eSignature plans & pricing
Let us know if you need further assistance with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Reply
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationDocusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.