Uploading fillable PDFs to templates

Forum|Forum|2 years ago
March 28, 2024
2 replies
570 views

When I upload a fillable PDF to templates, the fillable fields disappear when I then try to Bulk Send it. How do a upload a fillable PDF and keep all the fillable fields?

eSignature

Best answer by Alexandre.Augusto

Hello, @JoshG

Welcome to the DocuSign Community!

Uploading a PDF form to an envelope will offer three options:

Assign all of the fields to a recipient; any data that was entered into the original form is included in the DocuSign field. All fields are assigned to one recipient, but you can change the recipient assignment after you convert the form fields.
Keep the form field data , converting and flattening the contents of the fields from the original PDF form into a permanent, read-only part of your document.
Delete all of the fields and any data they contain.

Have you used which one?

See this article for more details: Send a PDF with Form Fields

I hope that helps!

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @JoshG

Welcome to the DocuSign Community!

Uploading a PDF form to an envelope will offer three options:

Assign all of the fields to a recipient; any data that was entered into the original form is included in the DocuSign field. All fields are assigned to one recipient, but you can change the recipient assignment after you convert the form fields.
Keep the form field data , converting and flattening the contents of the fields from the original PDF form into a permanent, read-only part of your document.
Delete all of the fields and any data they contain.

Have you used which one?

See this article for more details: Send a PDF with Form Fields

I hope that helps!

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

N

nathaly.monge

Docusign Employee

Hello @JoshG ,

If you found the provided response 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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