Can I extract a completed document from one docusign envelope and inset it into another envelope without losing the document’s information?

Question

We send two sets of envelopes to new hires, and would like to move the information they enter in the first envelope to the second envelope. That way the employee does not need to fill out the same information twice, in both envelopes. We use data labels to autopopulate information throughout the envelope and would like the employee to only have to fill out that information once.

Goal- we would like to extract information from one completed DocuSign envelope and insert it into another Docusign envelope.

Thank you!

Community Expert · Accepted Answer

No, the data entered by a signer into the fields cannot be carried over to another envelope.

Is there a reason you don't send all the documents at the same time in a single envelope? You can use this auto-populate capability across multiple documents as long as the fields are assigned to the same recipient and have the same Data Label. (NOTE: There is an account-level setting that your admin needs to ensure is set to do this across the entire envelope and not just within a document).

Even if you need the new employee needs to sign the documents at different times, you could have the employee in the workflow twice where they need to sign the documents in 2 different steps. All the "duplicated" fields that you want to auto-populate can be assigned the employee in their first signing so when they fill out the first document, those values copy over to the second document. When they get the envelope the second time, they can have any additional fields and signatures on the second document assigned to them at that time.

If there's some internal activity that needs to happen in between their 2 signing sessions, place an internal user as a recipient in between the employee's 2 sessions. That internal user can be assigned an Approve button (or similar) to release the documents when it's time for the employee's 2nd signing.

If there's some other nuance you haven't shared that complicates the scenario, I'm happy to help brainstorm solutions.

Regards,

Michael

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