How can I pre-populate fields using information from Google Sheets?

Question

We have a google form that is filled from Slack and goes to Google Sheets, from there we want a template sent out with certain fields assigned to the recipient to fill out. Currently it only sends out an empty template with no fields assigned to the recipient to fill out.

Alejandro.Ramos · Accepted Answer

Hi @BachDSingh,Thank you for following up.In that case, you would want to look into adding these Adobe PDF Form Fields, to your envelope by converting them to DocuSign fields.The option to assign the fields to an exisiting recipient in your envelope will show up after uploading your document. In this scenario, you will want to pick the option that says “Assign all fields to a recipient” or just “Assign”.For more details on this process, see:Send a PDF with Form FieldsFeel free to let us know if you need further assistance with this.Thank you for using Docusign, we hope you have a wonderful rest of your day!Best regards,Alejandro R. | Docusign Community ModeratorPlease click "Best Answer" below if you find my reply to be a valid solution to your issue!

Alexandre.Augusto · Answer

Hello, @BachDSinghYou are welcome to the Docusign Community!In the template being used, you need to use the Auto Place feature to automatically place field in pre-defined anchor texts.For example, in your template you have a text in the document written: The counterparty signs hereYou can use such text to configure a Sign here field, use the Auto place option to automatically place it in that phrase. So, when a document coming from your Google drive or whatever matches an existing template in the eSignature side and the Google form has in any place that same phraseThe counterparty signs hereso the field will be automatically placed there.In summary, your template must have fields configured to use Auto Place feature and your upcoming documents must have anchor texts matching your template.Watch this vídeo for details:I hope that helps!Best,Alexandre

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