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I am new to DocuSign. I created a template using a combination of pre-fill tools and standard tools. I want our intake worker to be able to fill in the pre-filled tool elements (such as client name) before sending it out to the parent/guardian for signature. I tried to test it and I couldn’t figure out how to enter the client information into the field. Any guidance or tutorials would be appreciated. 

Hello, @Lucine Center 

 

Welcome to the DocuSign Community!

 

The pre-filled fields cannot be edited by the signers, it’s read only.

 

However, to achieve your goal, you could add a Text field, type your text or comment in the field then enable the property Collaboration permitting to your signers write on the text field, you can also require initials to confirm any changes they do. In the History of the envelope you’ll see the original text and the changed text by the signer.

 

I hope that helps!

Alexandre

Thank you so much. I should clarify, the clinician using the template is not a signer, they are a user and I have shared the template with them. I want them to fill our pre-fill fields in template before sending document out for signature. 

Hi @Lucine Center,

 

I hope you are doing well.

 

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

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

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

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