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How to Setup Required Field to Complete By Sender

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Need instructions on how I can setup data fields on a document that requires the sender to complete before the documents is sent to the recipients.

Matthew.FarlerAnswer

Docusign Employee

Hello,

Mandatory pre-fill fields allow for just that scenario! The best thing to do is to create a template and add Mandatory Pre-Fill text fields onto it. Then, whenever a sender tries to use that template, they’ll be required to fill them in before they can send. Here’s some more information on Pre-Fill fields: https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=nwo1611173513994.html&_LANG=enus

Hope this helps!

Matt Farler, Principal Product Trainer, DSU

Matthew.Farler

Answer

Docusign Employee

Hello,

Mandatory pre-fill fields allow for just that scenario! The best thing to do is to create a template and add Mandatory Pre-Fill text fields onto it. Then, whenever a sender tries to use that template, they’ll be required to fill them in before they can send. Here’s some more information on Pre-Fill fields: https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=nwo1611173513994.html&_LANG=enus

Hope this helps!

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Matt Farler, Principal Product Trainer, DSU

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rodolfo.napay

Docusign Employee

Hello @joyce.eng ,

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Let us know if you need further assistance with this.

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Rodolfo | Docusign Community Moderator
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aidan.detienne

New Voice

This is a helpful thread for what I’m looking for. My question to go even further on these sender fields are:

Can you remove or limit the system-generated agreement types that the sender will select?
1. To expand, what if I want to scrap most or all of the system generated agreement types and have my senders only be able to select from a list of most or all custom agreement types?
Can I limit agreement type selection for senders by security group? Sender 1 can only select from agreement type A, B and C while sender 2 can only select from agreement type D, E and F. I assume this would come with the recommended fields for each aligned agreement type.

Thank you!

Aidan

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