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Newcomer
Jun 7, 2024 9:18 PM UTC
Question

Why do I have no prefill options except Line

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?

14 replies

Docusign Employee
Aug 19, 2024 4:56 PM UTC

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.

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Newcomer
Sep 4, 2024 8:09 AM UTC

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?

 

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Docusign Employee
Sep 4, 2024 10:44 PM UTC

Hi @chacemclees,

Is the account that you are using linked to the email that you used to create this community user?

Let us know if you need further assistance.

 

Best regards,

 Christopher | Docusign Community Moderator

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

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Newcomer
Mar 13, 2025 1:59 AM UTC

I am having this same issue. I can only add a line in pre-fill fields. Yes, the email I am posting with is the same on my account. 

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