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Hi,

I am looking to see if there’s a way to create an envelope template and have certain fields always on the last page or second to last page of a document regardless of the amount of pages in the document.

 

Thanks in advance for any help.

Hello @AdamOC ,

Thank you for reaching out to the Docusign Community.

The closest option that we offer is AutoPlace Fields, To add fields to a recipient in the Add Fields view, select the recipient and choose a field type to add it to the active page. To automatically place copies of the field, go to the properties panel, expand the Location section, click Set Up under AutoPlace, enter the matching string, and select APPLY. You can make changes to the properties, placement, or size of the fields as a group by selecting OK in the results dialog, or ungroup the fields and make changes individually by selecting UNGROUP. Additionally, you can save the field as a custom field for future use.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the 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.

 

Best regards,

Christopher | Docusign Community Moderator

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


Hi @AdamOC,

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


Hi @Christopher.Alpizar 

I wouldn’t say it was a full answer to the problem. Auto place as useful as it can be, is also not a feature I would be happy to put into a template. There may be occasions where the chosen text appears elsewhere in the document, and this will then potentially cause issues where fields are being placed on unexpected pages in the document. To mitigate this risk, you would have to scroll through the document making sure no additional fields were added and if you’re going to this trouble you’d be just as quick scrolling to the last page and adding the fields manually.

Thank you for your suggestion though and I’m sure it will help other people.


Hello @AdamOC,

Thank you for the feedback, any feedback that can improve our users’ experience is always welcome. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Let us know if you need further assistance.

 

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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