Hello. How do you pre-fill fields in an envelope. I have a consent form and intake form. I sometimes already have information for the intake form and would like to pre-fill it before it's sent. Is there a way to do this without saving as new templ

Question

Hello.  How do you pre-fill fields in an envelope.  I have a consent form and intake form. I sometimes already have information for the intake form and would like to pre-fill it before it's sent.  Is there a way to do this without saving as new template?

Community Expert · Accepted Answer

I do this by creating a signing order workflow. I set myself as the first email recipient so I have to fill and sign before it gets sent to the next person. I use templates to set up the fields and assign them to recipients.

Community Member · Answer

Thank you!

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