Question

When I upload a document to a template envelope, some fields are deleted.


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I start an envelope from the “Manage” option on the menu on top. I select an existing template and when I get to advance edit, I add a new document from template. Once I finish completing all the names, adresses, email subject and message, I click Next. But in the overview of my 2 merged documents some text boxes are missing. I check the original template and everything is in there. How can I fix this?


7 replies

Userlevel 5
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@JasminePPaladino - Are you uploading a PDF document with form fields on it?  DocuSign would give you a prompt like this. 

 

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No, the original template it’s a word document. But it happens only with the Release template. If I use the template by its own, all text boxes are there. Also, a new signer option comes up when I add this template. 
 

Advance edit screen

 

Userlevel 5
Badge +12

@JasminePPaladino - Are you using template matching to automatically add the fields to your document (the Release form)?

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There shouldn’t be any automation involved. I start the envelope from a template (NDA) and in the advanced editing screen, add a new document from my templates. Each template is a word document with text boxes that I generated when creating the template before. But there is a problem when I use the 2 templates in the same envelope. The curious thing is that it only happens with the template "Release".

Do you think I could talk to someone at DocuSign to show him/her this problem in zoom? How do I do this?

Userlevel 5
Badge +12

@JasminePPaladino - You can open a support case with DocuSign by following these instructions: Open a case in the Docusign Support Center

 

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Thank you, I will!

Userlevel 3
Badge +11

Hi @JasminePPaladino,

 

I hope you are doing well.

 

I would like 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

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