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I have a common document that I need to get signed by several people.

Every time it is prepared to send out for signatures, there are two pieces of text (let’s call them A and 😎 that need to get customized specifically for this before the document is sent for signatures.

Both A and B repeat throughout the document and so I just want to fill them in once, and then have the automatically copy themselves throughout the document. Note that neither A nor B are names or dates, they are short text strings.

What’s the best way to do this? thanks.

Hello ​@pko,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 
This will help you with your concern. Kindly check on this relevant article for guidance.

AutoPlace Fields

  1. 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.
  2. In the properties panel, expand the Location section and under the AutoPlace heading, click Set Up.
    autoplacesetup.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NDYwNTYwMzcsInNoZWFmIjoiZ2JvMTY0MzMzMjE5Nzk4MCJ9.mqvHa1b05rAij7x4m9HSRpCOqb8X5Nq6wg5BKf-ijoE&_LANG=enus
  3. In the AutoPlace Fields dialog, enter the string of characters to match to and automatically place copies of the field. Consider the matching requirements listed in Matching and placement considerations to help you define your string.
  4. Select APPLY.

    Your document is scanned for your string, and a field is placed at each instance.

  5. 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 group
    • UNGROUP - to make changes to each placed field individually

      Important: When you ungroup fields, the AutoPlace association is removed; the fields become independent and are no longer affected by the AutoPlace setup.

      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.

  6. 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.
  7. (Optional) Save your field as a custom field to use in future documents.

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

 

Best regards,

Ma. Cassandra | Docusign Community Moderator

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

Hello ​@pko,
 

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.

Let me know and I will gladly help you address the situation as soon as possible.


Best regards,
Ma. Cassandra | Docusign Community Moderator

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

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