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.
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!
Hello @joyce.eng ,
If you found my 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.
Let us know if you need further assistance with this.
Best regards,
Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Reply
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationDocusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.