Template Fields Disappear when adding document

Question

I am attempting to add a second document for signing to an envelope. I made a template for this second document that has all the fields I need. I add this document and use Choose Template from the Upload drop-down menu. But when I add it, it just gives me the original blank pdf, with no fields. Where did they go? What am I doing wrong?

Vinicius.Rodrigues · Accepted Answer

Hi @bevett1964!Basing only in your text, unfortunately, it’s not possible to say exactly the cause of this issue. Some possibilities for this:the created template did not save the fields correctly;the template created has Anchor Tabs that have no reference to the document you are trying to sync;the recipient's role may be incompatible and this may cause problems to sync;the document you are using to apply the template has fewer pages than your template (and the tabs are only on the last pages).What I would suggest here would be to use the Apply Templates option (as you are using), but based on a similar document to use Automatic Document Matching. I will provide some resources below and I hope they can help you!Some quick articles about this topic:Apply Templates ManuallyApply a Template Using Automatic Template MatchingSome videos about this topic:Full gallery about Video DocuSign eSignature TemplatesHow to Set Template Matching BehaviorA free live webinar about this topic, and you’ll be able to interact with a Trainer:Template Creation Basics

nathaly.monge · Answer

Hello @bevett1964,If you found the providedresponse to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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