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When I create a document and fill out all the information and then complete and send it to be signed all the information I entered is gone or part of the information is missing? When I go back and preview it the info is there but after I email it it is all gone.
Solved
Missing fields
- Legacy User
Best answer by Community Expert
What's the order of your recipients and to whom are the fields assigned? If you're recipient #1 at order 1 and the fields are assigned to recipient #2 at order 2, then the fields won't be visible to recipient #1 unless they're set to "Allow all to collaborate". Basically you need to imagine that the fields linked with a recipient aren't present on that envelope until the recipient is active on the envelope as well.
Hope this helps.
- Docusign Employee
- Answer
What's the order of your recipients and to whom are the fields assigned? If you're recipient #1 at order 1 and the fields are assigned to recipient #2 at order 2, then the fields won't be visible to recipient #1 unless they're set to "Allow all to collaborate". Basically you need to imagine that the fields linked with a recipient aren't present on that envelope until the recipient is active on the envelope as well.
Hope this helps.
- Legacy User
Hi,
Andrew is correct about why the values in fields for signer 2 aren't showing up when signer 1 gets the document. Collaborative fields are one option but not always a good idea if you don't want signer 2 to change the data entered by signer 1.
Alternatively there is an account setting your account admin can enable " When an envelope is sent, write the initial value of the field for all recipients" which shows all pre-filled field values to the recipient even if the field is assigned to a later recipient.
Regards.
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