When I create documents to sign and am adding fields for completion and signature, the fields always default to one sender and their respective color. What is the best most efficient way to have the same fields for different recipients (colors) without having to do it manually for each recipient. When I go to send, it tells me I did not add fields, which is true, but I would like the same fields to apply to all documents. Why on earth is there no easy way to do this, or is there?
Create a Template or templates for the different types of contract that you have. In the template you can add the recipients, add fields for each one similar as you do in an envelope. The advantage is when you need to send a new contract, after uploading it you can apply automatically or manually a template. All the recipients and fields will be in the locations configured in the template.
Now, in an envelope you can add the necessary fields to the first recipient, select and copy all those fields then Paste them in the document in the place you need for the 2nd recipient and on the right panel, you’ll see a dropdown box with the recipient name/color, you just need to select another recipient then the magic happens.
See this example. Two recipients. Luke and Alexandre. I placed all necessary fields to Luke then I selected all fields, Control + C, Control + V, now on the right I just need to select the recipient Alexandre (in yellow).
I hope that helps!
Alexandre
Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com
Create a Template or templates for the different types of contract that you have. In the template you can add the recipients, add fields for each one similar as you do in an envelope. The advantage is when you need to send a new contract, after uploading it you can apply automatically or manually a template. All the recipients and fields will be in the locations configured in the template.
Now, in an envelope you can add the necessary fields to the first recipient, select and copy all those fields then Paste them in the document in the place you need for the 2nd recipient and on the right panel, you’ll see a dropdown box with the recipient name/color, you just need to select another recipient then the magic happens.
See this example. Two recipients. Luke and Alexandre. I placed all necessary fields to Luke then I selected all fields, Control + C, Control + V, now on the right I just need to select the recipient Alexandre (in yellow).
I hope that helps!
Alexandre
Translate
Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com
We love hearing how Docusign could be even more helpful. While the ability to control the color scheme isn’t available at the moment, the best place to share this kind of idea is on our Ideas board:Submit a feature request
That’s where ideas from Docusign users like you can be submitted to improve Docusign’s features, and where you can also vote on ideas from other members.
We appreciate your input and hope you’ll keep the ideas coming.
— Ma. Cassandra | Docusign Community Moderator If this helped, go ahead and click "Best Answer"!
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Back to Docusign.com
