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Have you ever wanted to pre-fill some fields on your eSignature agreement, so that no-one else can modify them?
For example, you might want to ‘burn’ Product colours or Service bundles onto the lines of a Purchase Order form so that your customer cannot edit the choices you offer. Those choices are already set up before the Purchase Order form is dispatched.
Take a look at this week’s Trainer Tip video with Product Trainer Derval Lynes to learn how to use Pre-Fill tools on your Docusign Agreements.
Using Pre-Fill Tools in your Agreements
Key Take-aways:
- Locate Pre-Fill tools via the pencil icon to the left of all the Standard Fields when in the Fields view.
- You can set them up on text, checkbox, radio, name and company fields.
- Perfect for pre-filling fields carrying important data before dispatch of your envelope: so that recipients can’t modify the data in those fields.
Visit Docusign University for more in-depth training led by Derval and other expert Docusign Product Trainers.
Customize your Workflow
https://dsucustomers.docusign.com/customize-your-workflow-with-docusign-esignature-webinar
Additional Links:
Create a Template and Add Pre-fill Fields
We also have instructor-led courses on many other topics. Please visit our live training calendar and register for a course today !
Continue the Conversation
How have you or your team used Pre-Fill Tools in eSignature ? We’d love to hear from you. Please also feel free to ask any questions in the comments.