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When I upload a PDF the prefilled data is no longer showing. How do I need to upload a PDF so all the pre-filled information is kept? The Keep form data and assign to options do not solve the issue either.

  • March 14, 2025
  • 1 reply
  • 49 views

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Hi,

 

I've been using DocuSign a few weeks now. When I first started using it, I uploaded a pdf that was completed in adobe and noticed in DocuSign all the checkmarks were removed. I had to use Edge to edit the pdf so the checkmarks would be visible in DocuSign. 

Yesterday there was an update and now, if I edit the pdf in Adobe, Edge or Google, when I load it into DocuSign, the checkmarks are always missing. I’ve tried even the “Keep Form Fields” option, and the assign to option, and nothing seems to be working. 

I use a google chrome browser.

Any suggestions on how to fix this from the update?

1 reply

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Hello ​@Bmalone,

Thank you for reaching out, and welcome to the Docusign Community! We are glad to have you here and can't wait to help share as much knowledge as possible.

I understand that you are having issues with missing fields when uploading a completed PDF from Adobe. I sincerely apologize for the inconvenience this has caused you, and I assure you that Í'll make efforts to help.

Please confirm if you are following this guidance:: Send a PDF with Form Fields. Additionally, based on my findings, the issue may arise because the fields are not converting in DocuSign due to compatibility issues or because DocuSign is unable to read them. As a potential solution, please try flattening the document by saving it as a new PDF (Article: How to resolve a document upload error by printing the document to a new PDF)  or, alternatively, manually placing the fields. If the problem persists, please feel free to open a case so that Technical Support can review the PDF (they will request a copy of it).

To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case.” Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the 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

If you found the response a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Let us know if you need further assistance with this. Thank you!

 

Best regards,

Melanie | Docusign Community Moderator

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