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Fields from Adobe not playing nice with Docusign

Forum|Forum|1 year ago
January 29, 2025
6 replies
581 views

I have an Adobe document with embedded signature and date fields. When I pull that into Docusign, the signature field comes over perfect and functions as intended. The date field comes over as optional text. Is there any way, other than dragging in a docusign field to each document, to made the date field auto populate in Docusign?

Best answer by Clutterbug

Wait! I figured it out from an article here. In Adobe you have to change the name of the field so Docusign can recognize and convert it. Whoo hoo! Thank you Robert!

Here’s the article for anyone else with the same issue.

https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/pdf-transform/?_gl=1*1gngk1k*_gcl_au*MTAxNTE5MjMwOC4xNzM4MjU1NDk2

Robert Jackson

Rising Star

This is due to the way the form field was created in the Adobe form.

Majority of fields are marked as optional when you import the document.

If you check the properties of the field in Adobe Form what is marked up as.

Robert

Helping the wider community work better with DocuSign - Contact robert@icit.co.uk for more information

C

Clutterbug

Author

Troubleshooter

Thank you Robert for reaching back out to me. I am finding this problem baffling.

I’m not sure what you meant by your last sentence, but I think you are asking what are they marked up as?

I have not set them as required fields. I will do that and see if I have a different outcome. IDK maybe I’m missing a step, I am very very new at this.

C

Clutterbug

Author

Troubleshooter

Me again. I made them required fields in Adobe and they all come through in Docusign as text fields. What am I missing? Thanks!

C

Clutterbug

Author

Troubleshooter

Thought this might be helpful. This is how the fields look in Adobe

C

Clutterbug

AuthorAnswer

Troubleshooter

Wait! I figured it out from an article here. In Adobe you have to change the name of the field so Docusign can recognize and convert it. Whoo hoo! Thank you Robert!

Here’s the article for anyone else with the same issue.

https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/pdf-transform/?_gl=1*1gngk1k*_gcl_au*MTAxNTE5MjMwOC4xNzM4MjU1NDk2

M

Melanie.Panguito

Docusign Employee

Hello @Clutterbug,

Welcome to the Docusign Community!

I see that you found a solution to your question and a helpful article. That's awesome!

Favor, could you please select your answer as the "Best Answer ✅ ( Below your answer, you'll find a button that says "Select as Best). It will help other community members who might have similar questions.

Thank you!

Best regards,

Melanie | Docusign Community Moderator

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

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