How to I copy the text of one field and auto-fill it for additional signers?

Question

I need to be able to have fields that are filled in by one signer, then additional signers will see the fields already filled in by the previous signer.

For example, an address field for the signers is the same across 2 signers. When Signer1 fills in the address field, I need signer2's address field to automatically have the address from Signer1 filled in. All data on the form is exactly the same between all signers and I do not want each signer to be required to fill in all the fields that are the same between all signers. There are over 50 fields.

How do I do this?

Community Expert · Accepted Answer

So there is a DocuSign feature called Data Replication, however it does not work across Recipient fields. Basically if Recipient 1 has two text field somewhere on the document and both text fields have the same "data label" then the information added to text field 1 would replicate to text field 2 and vice-versa. So if what you posted is always 100% true that Recipient 1 and Recipient 2, etc etc....always have the same data in a certain field (lets say address), then I suggest applying all these fields to Recipient 1 and setting the data label to be the same for each of these "linked" fields. Therefore when Recipient 1 fills out Text field 1, it will replicate data across Text field 2, Text field 3 etc etc. Since these fields are applied to Recipient 1, when Recipient 2 or 3 goes to sign they will see the data but cannot change the text. Here is an article of the Data Replication feature...

https://support.docusign.com/en/articles/Why-is-Data-Replicating-in-Multiple-Fields-Using-Data-Population-Scope

Community Member · Answer

So in our templates, we were not modifying the data label at all. We used the default for each field that is pre-generated by DocuSign. It seems that we needed to put our own data label's in. Once we did, the started seeing the fields already filled out from the first recipient on the second recipient. I guess this doesn't happen when you use the default data label.

Thanks for your help!

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