I am new to Docusign although I’ve used it for years I have never created a legal document only signed them. I created a document with many checkboxes it took quite a bit of time. There are many recipients. I was previewing the document before sending and realized that only the first recipient had the checkboxes that took so long to insert. I assumed I was creating a document for all recipients. I read that I can go into the admin section and select “When an envelope is sent, write the initial value of the field for all recipients" which applies the checkboxes to all senders. But when I go back to preview, I do not see them in all but only the first. Will Docusign apply this to all when sending or have I done something wrong. I cannot believe that the only way to accomplish this is to create a contract for each recipient. PLEASE help! Thanks in advance!
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
When you create the envelope, you may copy (Ctrl_C) & paste (Ctrl+V) the fields and then change the corresponding recipient in the right panel. You can do the same thing for other recipients.
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Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
Thank you for your reply. I’m sorry, but can you provide a bit more context around copying and pasting. Each time I create a radio button for instance I need to copy and past that to each recipient? What if there are hundreds or thousands of recipients?
Thanks!
Hello
To clarify, should all your recipients be in one envelope or separately?
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
Hello
How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved.
If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!
Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.
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