Hello. How do you pre-fill fields in an envelope. I have a consent form and intake form. I sometimes already have information for the intake form and would like to pre-fill it before it's sent. Is there a way to do this without saving as new templ

Forum|Forum|5 years ago
September 16, 2020
2 replies
87 views

Hello. How do you pre-fill fields in an envelope. I have a consent form and intake form. I sometimes already have information for the intake form and would like to pre-fill it before it's sent. Is there a way to do this without saving as new template?

eSignature

Best answer by Community Expert

I do this by creating a signing order workflow. I set myself as the first email recipient so I have to fill and sign before it gets sent to the next person. I use templates to set up the fields and assign them to recipients.

C

Community Expert

Answer

Docusign Employee

I do this by creating a signing order workflow. I set myself as the first email recipient so I have to fill and sign before it gets sent to the next person. I use templates to set up the fields and assign them to recipients.

C

Community Member

Legacy User

Thank you!

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