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Supplemental PDF Document with Form fields

Forum|Forum|1 year ago
June 26, 2025
5 replies
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Hello Community,

in our signing process users should be able to send attachments with the agreement. So I created an Envelope Template and included the fiels. One of the fiels is a PDF with fields to fill out, but not in the signing process, because it is a request document for later services.

Now the problem is, that the fields to fill out are not longer available after the process is finished. Is it possible to send the Service-PDF with the fields to fill out still available?

I read, that I should add it as supplemet document, but then in the Contract the anchor fields are not working anymore.

Hope someone is able to help me.

Thanks and have a nice day,

Sven

Best answer by Michael.Rave

@ioSven

Yes, establishing a process to send additional documents afterward appears to be a good solution. The new Docusign Workspaces feature also supports multi-step agreements from a centralised location

Michael.Rave

Docusign Employee

@ioSven

Docusign Document Handling
Supplemental documents are always read-only and never contain fillable fields. You have control over recipient actions for these documents, such as simply viewing or actively accepting them. Similarly, any documents a recipient attaches to an envelope also won't have fields.

For additional documents within an envelope to have fields, the sender must upload them during the initial envelope creation.

Once a Docusign transaction is complete, all documents become part of the signed envelope and are no longer editable, meaning they won't have any fillable fields.

Future Service Requests
If you need a document for future service requests, consider converting your "Service-PDF" into a PowerForm or Web Form. This would allow it to be accessed and used for subsequent requests.

This Docusign support article highlights the differences between these two options.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

I

ioSven

Author

Active Voice

@Michael.Rave

Thank you for your answer. Would be nice to send documents for later use within this process.

I have build a flow which sends the documents afterwards.

Thanks and have a nice day,

Sven

Michael.Rave

Answer

Docusign Employee

@ioSven

Yes, establishing a process to send additional documents afterward appears to be a good solution. The new Docusign Workspaces feature also supports multi-step agreements from a centralised location

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

M

Ma.Cubio

Community Moderator

Hi @ioSven

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved.

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.

I

ioSven

Author

Active Voice

Hello @Ma.Cubio,

thank you for your reply. Was my question answered? Yes.

Do I have working Solution? Yes.

I’m still researching a better solution.

BR,

Sven

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