I’m new as an Admin to DS and new to DS in general and while I understand how to create a template, how does the sender add customized information to the template before sending? We have templates that have the same body but require many fields completed internally first; different company names, locations, rate of pay and other highly specific fields that the sender needs to fill out within the template prior to sending out for review and approvals.
For example, we hire ABC company, sender pulls up the template for that region but needs to fill in all the specific contract information, then sends the envelope out for review/signature. The edits to the template are done internally and would be needed prior to sending out envelope.
Happy to watch a training video for that specifically if there is a link.