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Hello!
I have one form that needs to be filled out internally and saved and then sent out externally to fill the rest. Is that possible? I want to avoid multiple forms.
I am brand new to DocuSign and appreciate the help!!
+1- New Voice
Hi
I think you could add customized fields in the template or e-form for filling by externally users. Maybe below courses could help you:
Activity: Customize Document Features and Fields
Video Playlist: Docusign CLM Advanced eForm Techniques
Best Regards,
Tom
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