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Hello,
Trying to find out if it is possible to have an initial name field pre-populate names throughout the rest of a template and/or bundle. Any help would be incredible!
Solved
Names - Able to Flow Through Template/Bundle
+2- New Voice
Best answer by Alexandre.Augusto
Hi,
I’m not sure if I understand clearly your scenario, but I’d like to share this tip.
There is something perhaps may help: when a field, a text field for example, is added in a document such field is automatically named with something like this Text 998198-98q98r-00999. You can rename this field for whatever you want, let’s say for instance: Customer Name
If you add more Text fields to your document and rename all of them to have the exactly same name (Customer Name) so once the first field is filled up with a customer name then all the other automatically gets the same value.
I hope that helps in some manner, otherwise someone else here in the community may give other ideas.
Best,
Alexandre
+18- Docusign Employee
Hello, rfreehafer
Could you give more details about what are you trying to achieve on this template’s scenario?
What’s the Use case your trying to solve using a Template?
best,
Alexandre
+2- New Voice
Alexandre,
We have an application packet built out as an envelope, looking to have applicant fill out the name section on the initial form then looking for that name to prepopulate throughout the rest of the envelope. Same idea for addresses, position, anything applicable
+18- Docusign Employee
- Answer
Hi,
I’m not sure if I understand clearly your scenario, but I’d like to share this tip.
There is something perhaps may help: when a field, a text field for example, is added in a document such field is automatically named with something like this Text 998198-98q98r-00999. You can rename this field for whatever you want, let’s say for instance: Customer Name
If you add more Text fields to your document and rename all of them to have the exactly same name (Customer Name) so once the first field is filled up with a customer name then all the other automatically gets the same value.
I hope that helps in some manner, otherwise someone else here in the community may give other ideas.
Best,
Alexandre
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- Community Moderator
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