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Hello, 

I am trying to send over a document for two people to read and sign. They cant read what i have filled out in the document blanks with the “text”tool. they just receive my blank template with nothing filled in. How do i fix this?

 

 

Hello ​@paytonjs,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 

If you need to pre-fill certain document fields before sending, you can add pre-fill fields to the documents yourself and then complete them before you send the envelope. Pre-fill data is visible to all recipients with access to the document it is placed on.

Once the envelope is sent, as soon as a signer opens the document to view or sign, or when a carbon copy recipient receives the envelope, data entered in a pre-fill field becomes a permanent part of the document. From that point on, pre-filled data can no longer be changed, corrected, or removed.

You should already know how to start a new envelope.

  1. When you enter the prepare view for your envelope, select the pencil icon on the left to access the Pre-fill Tools.
    Screenshot of the Pre-fill Tools tab.
  2. Drag the pre-fill fields you want to use onto the document. See the pre-fill field types for details.
  3. Next, enter the values you want to use in the pre-fill fields. Select the field, then enter the value in the Field Properties panel on the right.
    Screenshot of a selected text prefill field, and how to enter text for it in the Field Properties panel on the right.
  4. Finish preparing your envelope with fields and messages for signers.
  5. Select SEND.
Your envelope is sent. The pre-fill field values become a permanent part of the document and cannot be changed or removed. Recipients with access to the document will see the data you entered in the pre-fill fields.

For future reference, you may check these relevant articles moving forward.
Pre-fill Field Types
Pre-fill Document Fields


If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Let us know if you need further assistance with this. Thank you!


Best regards,

Ma. Cassandra | Docusign Community Moderator

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



 

Hello ​@paytonjs,

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know and I will gladly help you address the situation as soon as possible.


Best regards,
Ma. Cassandra | Docusign Community Moderator

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

Reply


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