First time using Docusign. I’m trying to upload my PDF with its existing prefilled text but Docusign keeps deleting it. I would rather not have to retype everything. I looked around and I never got a prompt that asks if i want to “keep” or “delete” my prefilled text. Any information would be appreciated thank you.
Hello
Thank you for reaching out, and welcome to the Docusign Community! I appreciate you bringing your question to this Community. We are absolutely delighted to have you here and can't wait to share our knowledge with you.
Please confirm if you are following this guidance: Send a PDF with Form Fields. Additionally, the issue may arise because the fields are not converting in DocuSign due to compatibility issues or because DocuSign is unable to read them. As a potential solution, please try flattening the document by saving it as a new PDF (Article: How to resolve a document upload error by printing the document to a new PDF).
If the problem persists, please feel free to open a case so that our support team can investigate further. To open a support case in the Docusign Support Center, you may follow the steps on this link: Open a case in the Docusign Support Center.
I hope this is helpful. If you consider the response above useful, please click “Select as Best” to mark it as the “Best Answer .” This will assist other users with similar questions in finding it more easily. Thank you!
Best regards,
Jenny | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Hello!
Yes I looked up how to flatten the document and it worked great. After that, the process of adding signatures and initials specific for each person was perfect.
Hello
Thank you for the update. I’m glad to hear that flattening the document worked well. Favor, could you please select the "Best Answer ” It will help other community members who might have similar questions.
Should you require any additional assistance, feel free to reach out. Thank you!
Best regards,
Jenny | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
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