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Quick Tip Tuesday: Pre-filled Form Fields

Did you know you can pre-fill form fields before sending a DocuSign document? Simply add information when you’re completing the field.

If you lock the field, users will not be able to update information–such as an address or ID number. If the field is unlocked, users will be able to update information like their name or phone number.

PreFilledFields

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3 Comments

  1. This is a good option to have as many of our documents require all boxes to be checked – this gives us the option to not have an incomplete form.

  2. Once again, another great tip.

  3. This is a very useful tip.

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