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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?
Solved
Uploading fillable PDFs to templates
+1- Newcomer
Best answer by Alexandre.Augusto
Hello,
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
+18- Docusign Employee
- Answer
Hello,
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
- Community Moderator
Hello
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