How to Make Non-Required Prefill Fields Locked after Sending for Signature

Question

I am creating a form with a section that includes a blank table where the agreement sender can prefill information about products. These fields are not required as the number of products covered by an agreement can vary. How can I keep this flexibility in prefill without the remaining empty table fields being editable for the Signers? Right now, whenever I send for a signature, the signer can add more information in the unfilled rows of the table. Here's a screenshot of the Prepare Form view of the fields I have set up in the blank table.

In case it's helfpul context, the way I have this doc designed is with the following flow:

- Sender prefills client-specific information and sends for sigs

- Signer 1 is an internal signature from the account manager

- Signer 2 is an external signature from the client

I'd like the prefill information (even fields left blank) to be uneditable after the sender sends. Appreciate any help or insight!

Sritama Banerjee · Answer

Hi there,

I hope you're doing well.

I am not sure if you have already figured out the answer, but the tag you are currently using, assigns these fields to "Anyone" instead of the Sender. That is why anyone is able to fill them.

Kindly try using {{PartNumber_es_:prefill}} and {{ItemName_es_:prefill}} as is, (without spaces and numbers at the end of the tag and with curly brackets) and let us know if it works.

Thanks,

Sritama

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