Field Groups

Question

In our company’s case, our template signing order always consists of internal approvals from two departments with Approve/Decline fields added to each of those departments, followed by Signature/Name/DateTime fields in the appropriate sections on the agreement for both the Client and the Company.

Considering how often we do this and how similar our agreements are in terms of formatting/structure, it would be ideal to group the fields together so we’re only drag-and-dropping one field group per user, instead of two or three fields per user.

It’s a small timesaver but I could see it being very useful for us.

Has anyone else come across how to do this?

Christopher.Alpizar · Accepted Answer

Hello @ITGovernance,Thank you for reaching out here in the DocuSign Community.I apologize for the inconvenience that this might cause you, I know the importance of creating your envelopes in a fast manner; I understand you want to know if it is possible to have a group of fields selected and dragged onto the document.The closest option that we offer isAutoPlace Fields, In the Add Fields view, select the recipient in the Recipients list for whom you want to add fields, and then select and place any one of the available field types to add it to the active page.In the properties panel, expand the Location section, and under the AutoPlace heading, click Set Up.In the AutoPlace Fields dialog, enter the string of characters to match and automatically place copies of the field.Consider the matching requirements listed in Matching and Placement considerations to help you define your string. Select APPLY.Your document is scanned for your string, and a field is placed at each instance.In the results dialog, you see the number of fields placed throughout your document. Continue with one of the following options: OK - to make changes to the properties, placement, or size of the fields as a groupUNGROUP - to make changes to each placed field individually You can also ungroup your fields later by selecting any of the grouped fields and clicking Ungroup under the AutoPlace section of the properties panel. Select any one of the grouped fields and set additional field properties as needed, such as font size or data validation. Changes are applied to all grouped fields.(Optional) Save your field as a custom field to use in future documents.Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan.Compare eSignature plans & pricing.Let us know if you need further assistance with this.Best regards,Christopher |DocuSign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

Christopher.Alpizar · Answer

Hi @ITGovernance,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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