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How can I make a text field visible to all recipients?

  • April 3, 2023
  • 4 replies
  • 500 views
C
Docusign Employee
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How can I make a text field visible to all recipients? In the past it just worked with the 'visibility' attribute, but now the 'visibility' feature is nowhere to be found, and the only method I can make text visible to all recipients is by using 'Collaborate all users' but it is not the same and looks visually bad (text with white background, covering the PDF document).

Best answer by Community Expert

Hello,

Thank you for reaching back.

Pre-fill tools is included with certain plans only, however, it seems like you have it half enabled.

https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=hlt1627421322398.html&_LANG=enus

 

If you’re the DocuSign Admin of a corporate plan and have questions about enabling a feature or if it’s available, please reach out to your DocuSign Account Executive/Manager. S/he will be able to provide guidance, information and pricing. 

 

However, If you are a DocuSign Web customer and are the DocuSign Administrator on the account (no assigned Account Executive/Manager), there are a couple of ways you can go. If the feature is available on a different web plan (for example, if you currently have a Standard or Personal subscription/plan and you see a feature that’s available on a Business Pro web plan), you can go through the process of upgrading the account yourself. However, if you realize that the feature is not available on any web plan/subscription (or, aren’t sure), you should reach out to our Sales org at https://www.docusign.com/contact-sales or  1-877-720-2040. 

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

4 replies

C
Docusign Employee
Forum|alt.badge.img

Hello,

Thank you for reaching out here in the DocuSign Community.

There is a setting that your account admin can enable that would allow such an outcome. They would need to go to:

  1. Settings
  2. Sending Settings
  3. Enable "When an envelope is sent, write the initial value of the field for all recipients"
  4. Save

For more information, please view: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=xgg1583277350154.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

C
Docusign Employee
Forum|alt.badge.img

Thank you,

(I'm the account admin....)

I think that this setting is for the "pre-filled fields", and maybe that's where the problem is: The only 'field' showing in my 'Pre-filled Fileds' selection is a red line. None of the other field types are there. I attached here the screen shot showing it.

So, how can I add more fields to the 'pre-filled fields' selection?

Thank you so much!Pre-fill tolls

C
Docusign Employee
Forum|alt.badge.img

I meant, "Pre-fill Tools" of course...

C
Docusign Employee
Forum|alt.badge.img

Hello,

Thank you for reaching back.

Pre-fill tools is included with certain plans only, however, it seems like you have it half enabled.

https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=hlt1627421322398.html&_LANG=enus

 

If you’re the DocuSign Admin of a corporate plan and have questions about enabling a feature or if it’s available, please reach out to your DocuSign Account Executive/Manager. S/he will be able to provide guidance, information and pricing. 

 

However, If you are a DocuSign Web customer and are the DocuSign Administrator on the account (no assigned Account Executive/Manager), there are a couple of ways you can go. If the feature is available on a different web plan (for example, if you currently have a Standard or Personal subscription/plan and you see a feature that’s available on a Business Pro web plan), you can go through the process of upgrading the account yourself. However, if you realize that the feature is not available on any web plan/subscription (or, aren’t sure), you should reach out to our Sales org at https://www.docusign.com/contact-sales or  1-877-720-2040. 

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

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