Why do I have no prefill options except Line

Forum|Forum|2 years ago
June 7, 2024
14 replies
834 views

I have created some templates and sent some out, but I want to set a few fields to be pre-fill so that I add the detail each time I send out (like company name, price) without changing the template.

When I go to the document, no matter what I di, the only option on the left by the pencil for pre-Fill is to add a line. There is no option to add a pre-fill text box or company name.

Any idea what is wrong?

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C

Christopher.Alpizar

Docusign Employee

Hi @chacemclees,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

F

FaustZAR

Newcomer

I am trying to proof worth to one of our business units, I am using a demo / trail / free account, according to Docusign this account is a Business Pro account, however when attempting to import the Sample Lease template, I get the following error: Does this mean the trail account do not support Prefill tabs?