Autofill Template

Question

I work for a construction company. Currently, I have set up a basic template for each document (Purchase Order, Subcontract, Commitment Change Order, Potential Change Order, Prime Contract Change Order, etc.). In the basic template, I set up the fields for each role (Project Manager, Project Executive, Group Manager, Architect, Owner, etc.). For each project, I create a copy of each template and fill in the project-specific user information for each role.

Is there a way to autofill the user information for each role within each project so that I don’t have to fill each document template out for each project every time? Also, is there a way to get the project-specific templates to pull information from the basic templates so that if there is a change in a document’s role workflow, I only have to enter that change into the base template?

Jenny.Martin · Answer

Hello ​@N_Pen1,Welcome to the Docusign Community!Thank you for sharing the details of your workflow. I understand how helpful it would be to update roles once and have those changes apply across all your project templates. Unfortunately, DocuSign doesn’t have a feature that allows recipient role fields or routing setups to auto‑populate or inherit updates from a base template. Each template keeps its own separate recipient configuration, so any changes still need to be updated individually.I hope this helps clarify things! Let us know if you have any further questions.Regards,Jenny |Docusign Community ModeratorIf this helped,like 👍and mark it as “Best Answer”

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