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Participant
September 26, 2019
Question

Adobe sign - pre populate name address etc.

  • September 26, 2019
  • 1 reply
  • 272 views

Hi,

 

We have a staff website and would like to issue a contract for each new staff member to sign upon joining.

 

Is there a way to generate a contract from a template, pre-filling details such as name, address etc. and allow the staff member to download this / email it to them for signing?

 

Thanks.

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    1 reply

    Meenakshi_Negi
    Legend
    September 27, 2019

    Hi Dougalthedog,

     

    As I understand, you need to save the form as template so that can be send to new the new staff member to fill-in.

    Also, you need to add details of the new member, before you send it for siganture.

    Yes, you can create a template and save it in the Adobe Sign account. Then whenever you need to send the document, you will need to add your own email address as first recipient and the new member as the second. So, you will be able to add the pre-fill the details and send it forward.

    Please refer to the tutorials provided in the following link:

    https://helpx.adobe.com/support/sign.html

     

    If you are not an existing user, you may try the Adobe Sign 14 day free trial from here https://acrobat.adobe.com/in/en/sign/free-trial-global.html

     

    Let us know if you need help with any step or have any question.

     

    Regards,

    Meenakshi