Signing Multiple Documents in an Envelope

Question

Use Case: have parents sign permission slips for scout camp. Some families have more than one child going to scout camp

Problem: I uploaded the permission slip and created a template. I created an envelope for each family. For families with more than one child going, I added more than one copy of the template to the envelope and renamed the file for each child. When parents are going in to fill out the permission slip, data filled into the first form is auto populated in the second form.

For example: A family has two children going to camp and they have two permission slips in their envelope. When filling out the first name field on the first permission slip, the same name is auto populating on the second permission slip.

How can each document in an envelope be treated as a completely separate document?

Drewcifer · Answer

I don’t think it’s supposed to do that. Every field has an ID name. It sounds like when you bring in the second template, it has all the same ID names and thus the system thinks they’re the same. I’m 90% sure it did not used to do that and it is not intended.

As a workaround, dupe your template and name it “second slip”, then edit that one and change the names of all your fields. Hrmm. You may also be able to get the same effect if you change the name of the roles in your duplicate template. “Signer1” and “Signer 1” are different entities and I think even if they have fields with the same name, the ownership is different so it won’t copy values across. But it means two rounds of signing.

No good options there. Hopefully your template’s not complicated and you can quickly rename all the fields.

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