Prefill text fields for signers before sending a Sign Request

DocHub allows you to prefill information for a signer such as their Name in the window before sending a Sign Request for any Text or Paragraph fields that are assigned to a signer. The option is enabled by default for text fields added in our Fields Manager on a template. You'll see this checkbox on the right side already checked when a field is selected:




To prefill information for a signer on a template, just choose to Prepare or Send Sign Request, and you'll see a button to prefill on the right side below each signer which also displays the number of fields assigned to them. Once you click prefill, you'll see this:



Once you've filled in the text, your Sign Request is ready to send!

If you have a regular document, you'll need to convert it to a template first. 

Note: When your signers fill the document, they can still edit any of the prefill text and add their own text or make any corrections. 





Was this article helpful?
12 out of 24 found this helpful



Article is closed for comments.