Question

Why do I have no prefill options except Line


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I have created some templates and sent some out, but I want to set a few fields to be pre-fill so that I add the detail each time I send out (like company name, price) without changing the template.

 

When I go to the document, no matter what I di, the only option on the left by the pencil for pre-Fill is to add a line. There is no option to add a pre-fill text box or company name.

 

Any idea what is wrong?


8 replies

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Here is the pre-fill tools. There are no options.

 

Userlevel 3
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Hi @SteveBeard,

 

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

"Select as Best" below if you find the answer a valid solution to your issue.

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I have the same exact issue too @Christopher.Alpizar If you could please advise 

Userlevel 3
Badge +11

Hi @SpringBirnhamwoodsKumon ,

 

I hope you are doing well.

 

To confirm, is the email that you used to create this community user the same one that is linked to your Docusign account?

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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I also have the same issue.. Just a line available in pre-filled tools

Userlevel 3
Badge +11

Hi  @ManlyLSC,

 

I hope you are doing well.

 

I know this is a repetitive question but to confirm, is the email that you used to create this community user the same one that is linked to your Docusign account?

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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Same issue here, and yes, the email that you used to create this community user the same one that is linked to my Docusign account.

Userlevel 3
Badge +11

Hi @lrichard,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

I apologize for any inconvenience this might cause you, we are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand you do not have some of the prefill options.

 

To confirm, did you have more options in the past for the prefill tools?

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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