Please help with custom fields in templates.

Question

Can anyone help figure out how to get the “custom fields” to work in a template. Set up: 2 signers (in signing order). Signer 1 is supposed to fill out some info that signer 2 will be able to see.

The custom field doesn’t auto-populate the field to other pages… Eg. signer one types in their name in box 1 on page 1 and it SHOULD auto populate to page 8 where I put a “clone” of that custom field. Some times, it does do this (if the field is just plan text and has NO VALIDATION- i.e. numbers only, date, etc). If you try to make a “drop down” as a custom field, forget it, that NEVER populates over. I tried making sure “shared” was selected and users can collaborate. Every combination of options I tried- NOTHING works.

Does this technology even work?? Lol.

Tried for 2 hours with the totally USELESS call-center support and got no where. Honestly, DON’T WASTE YOUR TIME calling the DocuSign support center- they are ENTIRELY unhelpful. No joke. It’s unreal actually how unhelpful they are.

Jenny.Martin · Accepted Answer

Hello ​@M4HMgmt,Thank you for reaching out, and welcome to the Docusign Community!We sincerely regret to hear about your disappointing experience with our service and support team. We appreciate you bringing them to our attention.You might be looking for data replication, to auto-populate fields on the document, you mustset the data labels to beexactly the same for fields of the same type, so that the field data becomes linked. When the signer signs the document, an entry in any one of the linked fields is automatically populated into all fields with the same data label.Here’s a sample.On page 1 of the document, I added a text field and entered a data label for the fieldOn the second page of the document, I added another text field and used the same data label to link it to the text field I added on the first page.Please note that data replication between fields is controlled by Data Labels and the Data Population Scope setting. TheData Population Scope feature is not available to all Docusign plans. If this is not working, please reach out to support to confirm if this featureis supported on your plan type.Additional Article:Troubleshoot data replicating in multiple fields on an envelopeI hope you find this helpful.If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions, locate it more easily. Should you require any additional assistance, feel free to reach out. Thank you!Regards,Jenny| Docusign Community ModeratorIf this helped, feel free to click "Best Answer"!

Jenny.Martin · Answer

Hello ​@M4HMgmt,I hope you are doing well.I'm following up on the above solution provided. Could you please confirm whether itaddressed your question? If it did,can you please mark it asBest Answer✅" to assist other users with similar inquiries and improve its visibility.Let us know if we can help with anything else.Wishing you a smooth rest of your day!Regards,Jenny |Docusign Community ModeratorIf this helped, feel free to click "Best Answer"!