Can I save a template that includes the populated name, signature, date, text fields?

Question

I am sending a very large document with many data entry fields and my template is only saving the PDF without the required and optional fields. Is there a way I can save with what information I need so I don't have to populate it every time?

Community Expert · Accepted Answer

Hello,Thank you for reaching back and clarifying.In that case, if you are looking to send the same document to many recipients at the same time (and are looking for a more feasible way to do it),you should consider using Bulk Sending.With Bulk Sending, you can use a .csv list of your recipients and upload that file during the envelope creation process. Once the list is uploaded, the rest of the envelope creation workflow will remain the same as sending out a single envelope for signing.You can find detailed instructions regarding how to set up a Bulk Send batch, here: https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-sendWe recommend coupling the Bulk Send process with a template. You’ll be able to download the data from the template’s .csv file, which includes column headers specific to your roles and fields (if needed).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 & pricingDoes this provide an answer to what you are looking for, or were you looking for a way to add the needed fields automatically to the template/documents?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!

Community Member · Answer

Hello,Thank you for reaching out here in the DocuSign Community.My apologies for the inconvenience, to see if I understood correctly, you are looking for a way to save a template with information like name, signature, date, and text fields prepopulated.Or are you trying to create a template and have the actual fields to be saved with the template?If it is the first one, you can populate information on text fields, checkboxes, radio buttons, etc. using the "Add text" option that appears when you click the field. However, fields like name and Date Signed automatically populates with the information added in the recipient section of the envelope preparation process, and signatures and initials can not be prepopulated, these can only be filled in during the signing process after sending.If the second, can you provide a little more background information? Are you trying to download the template? Is it giving you an error?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!

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