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I am trying my best to create a simple Mutual NDA template agreement to reuse with our clients and prospects.

I would like the counterparty (client or prospect) to enter the following item when they receive:
 

  • Company Name
  • Address
  • Company Short Form Name
  • Signer Name
  • Signer Role
  • Email 
  • Signature/Date
     

When I attempt to add text fields in the editor, these fields are not populating in the template when I send to the counterparty. I find the interface and labelling incredibly difficult to understand. 

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