Have you ever come across an envelope where you needed to add dozens (or even hundreds) of similar fields? For example, a 40-page document where each page needed an Initial Here field for each recipient? So… if I told you that you could automate this, would you believe me?

The feature called AutoPlace adds fields near each occurrence of a given string in a template or single envelope. This advanced field action allows you to specify a string of characters in your document or template for automatic placement of the field.

You can use AutoPlace with any field type – you can even define custom fields to include the AutoPlace setting. When you AutoPlace a field, it is automatically placed at all instances in your document of the specified word or characters.

I invite you to watch this short video on AutoPlace from our Trainer Tip series, to learn how to automate this step!

Key Take-aways:

• AutoPlace can help to prepare your documents faster.
• You can apply automation based on a ‘trigger’, such as a word or a phrase.
• A valuable tip is to use the footer of your documents and insert a trigger like initials1, then keep the text color the same as the document background (this way it will be 'invisible' only to your recipients)

Additional Resources:

• For this topic and more information about capabilities that you or your Admin can enable for your account, please check out our instructor-led, activity-driven Deep Dive Courses for eSignature Admins
• You can also learn more about AutoPlace and other advanced features by joining in our free live webinar called Eliminate Manual Tasks with Docusign eSignature. If you prefer, you can watch our recorded session.
• We also have live courses on many other topics to bulk up your Docusign knowledge. Many of these are free to take for all users. Check out our live training calendar and register for a course today!

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What did you think of this feature that our customers widely use? Did you already know about it? Oh... if you have any questions or if is there something else you’d like to know related to this tip, feel free to ask!