How to avoid auto poulating fields when using multiple copies of a template in an enveloppe ?

​@FredG1976 

In the Docusign Admin under “Sending Settings” you have the option to configure the following. If checked like below it will not auto populate values across different documents within the same envelope. This should allow you to add multiple documents with the same template without replicating the data across them:

Hello ​@FredG1976,

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mrave wrote:

​@FredG1976 

In the Docusign Admin under “Sending Settings” you have the option to configure the following. If checked like below it will not auto populate values across different documents within the same envelope. This should allow you to add multiple documents with the same template without replicating the data across them:

 

Hello,

This won’t help. The idea is that the fields autopopulate on some templates I add in the enveloppe but not on this specific template. ie: 

• I add a template “delivery slip” with the list of shipped Items
• I add a template “certificate” with fields that are autopopulated by the field filled in the delivery slip
• I add multiple templates “quality plans” that I want to fill manually and each of these templates need to be independant (not autopopulated).

Also I don’t have the admin rights

Hello ​@FredG1976,

I trust all is well. Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 

I understand you would like fields to auto-populate on some templates you add to the envelope.

The automatic replication of fields can be configured based on the “Data Population Scope” setting, which determines how data entered into fields is propagated across documents within an envelope. This setting can be set to “Envelope” or “Document,” each option has distinct implications for how fields replicate.

When the Data Population Scope is set to Envelope, any field with the same label across multiple documents within that envelope will automatically populate with the same data when a recipient enters or modifies information in one of those fields.

Conversely, when the Data Population Scope is set to Document, only fields with the same label within a single document will replicate data.

Based on your scenario, you will apply three templates to one envelope and would like to use data replication on templates 1 and 2. Then, template 3 needs to be filled out manually without auto-population. Currently, we do not have a way to control per template.

Your administrator can select automatic replication on individual documents; however, the documents you want to auto-populate must be in a single file/document (All files from Template 1 and 2 should be combined into 1 PDF before uploading to a Template/envelope)

Article: Fields and Properties

I hope I answered your question. Let us know if you need further assistance.

Best regards,

Melanie | Docusign Community Moderator

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

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Hello ​@FredG1976,

I hope you are doing well. If you found my response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post? It helps other community members who might have similar questions. If you require additional assistance, feel free to let me know, and I will gladly help you address the situation as soon as possible. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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