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Question

Can you use DocuSign with preset fields in templates?

  • April 2, 2025
  • 1 reply
  • 23 views

seenofees
Newcomer

I would like to create an application with preset fields in templates. I have attempted to do this, but I am being prompted to reset the fields every time I want to use the template. Is it possible to create a template and preset the fields without having to redo it every time I want to use that template?

1 reply

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Hello ​@seenofees,

Thank you for reaching out, and a warm welcome to the Docusign Community! We are absolutely delighted to have you here and can't wait to share our knowledge with you.

I understand the frustration of having to recreate the fields each time you use your Template. I'm truly sorry for the inconvenience, and I'm committed to helping you find a solution.

To gain a better understanding of the situation, I have questions:

  • Are you using the regular DocuSign Website (www.docusign.com) or an Integration to generate/send documents like; Rooms, CLM, SpringCM Salesforce, Workday, etc?
  • Can you please describe, step-by-step, process of what you did? For instance, what field types did you add to your template, and is the field no longer there when adding and saving it? 
  • Do you have the exact error or screenshots of the issue that you can provide? (please conceal any Personally Identifiable Information on the screenshots, as this is a public forum)

Sharing the comprehensive guide for creating a template and adding fields: 

How do I create a template?

Add Fields to Documents.

I look forward to your update. Thank you!

 

Best regards,

Melanie | Docusign Community Moderator

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