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I would like to create an application with preset fields in templates. I have attempted to do this, but I am being prompted to reset the fields every time I want to use the template. Is it possible to create a template and preset the fields without having to redo it every time I want to use that template?

Hello ​@seenofees,

Thank you for reaching out, and a warm welcome to the Docusign Community! We are absolutely delighted to have you here and can't wait to share our knowledge with you.

I understand the frustration of having to recreate the fields each time you use your Template. I'm truly sorry for the inconvenience, and I'm committed to helping you find a solution.

To gain a better understanding of the situation, I have questions:

  • Are you using the regular DocuSign Website (www.docusign.com) or an Integration to generate/send documents like; Rooms, CLM, SpringCM Salesforce, Workday, etc?
  • Can you please describe, step-by-step, process of what you did? For instance, what field types did you add to your template, and is the field no longer there when adding and saving it? 
  • Do you have the exact error or screenshots of the issue that you can provide? (please conceal any Personally Identifiable Information on the screenshots, as this is a public forum)

Sharing the comprehensive guide for creating a template and adding fields: 

How do I create a template?

Add Fields to Documents.

I look forward to your update. Thank you!

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


Hello ​@seenofees,

I hope you are doing well. Just checking to see if you are able to provide the information that I previously requested? If so, please do so in a reply to this question so that I can further assist you with your issue. Thank you!

 

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


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