Import fields

July 9, 2024

Contributed by:

C J

Use import fields from previous sent documents to save time during document preparation.

Limitations

Templates are not available to import fields.
Previous documents with merge fields are not displayed for use.

Instructions

Use the following instructions to import an overlay of fields from a previously created signature request document.

Select Create signature request then Send for Signature

The Signature request flow starts.
Select a Document to send by dragging a file to the window or select Browse files.
Enter the recipient information including Name and Email.
Select Next Step.

The Place fields screen displays.
Select Import fields to choose from previous sent documents to save time during document preparation

The Select a document to import fields popup displays.
Use Select next to the previous document you want to import fields from.

The Import # fields screen displays.
Verify the the fields on the new signature request, then select Import fields.

A “fields imported” confirmation briefly displays.

For more information about sending a signature request, see Create a signature request

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Import fields

July 9, 2024

Contributed by:

C J

July 9, 2024

Contributed by:

C J

Import fields

Limitations

Instructions

In this article