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Participant
August 23, 2018
Answered

Pre-filling a Template without Signing

  • August 23, 2018
  • 1 reply
  • 1264 views

Hi,

I have created a template consists of form fields of check boxes and text fields to be used on a daily basis.  I am looking to first pre-fill the form as the author without signing the document and then sending it for signature only to 2 others.  I set the fields to all show pre-fill with the exception of the 2 signatures which I set them for their own step.  I cannot find a way to pre-fill the form prior to setting up the email addresses so I went ahead and added myself as the first signer which allows me to prefill the form but it also requires me to sign even though I have not assigned a spot for me to sign.

1. Is there a way for me to pre-fill only without signing prior to sending?

2. Is there a way to send seperate PDFs under one email and not have them auto populate the names?  For example I attached the same form twice to complete on 2 seperate employees.  It showed up twice but ended up auto populating the same and titles,etc on both forms rather than letting me manually enter.

Any help is appreciated, thank you!

Christie

This topic has been closed for replies.
Correct answer AkanchhaS8194121

Hi Christie,

We apologize for the delay in response. If you are still looking for the answers for the same then you may check the related help documents and discussion below-

1. Is there a way for me to pre-fill only without signing prior to sending?

Here is a similar discussion on Adobe forum Prefill Agreement Fields  in which a workaround has been suggested to achieve the same.

2. Is there a way to send separate PDFs under one email and not have them auto populate the names?  For example I attached the same form twice to complete on 2 separate employees.  It showed up twice but ended up auto populating the same and titles,etc on both forms rather than letting me manually enter.

What you are trying to do, is practically not possible. Sending similar form twice in a same email to 2 signer is not achievable.

Hope this answers your query.

Regards,

Akanchha

1 reply

AkanchhaS8194121
AkanchhaS8194121Correct answer
Legend
November 29, 2018

Hi Christie,

We apologize for the delay in response. If you are still looking for the answers for the same then you may check the related help documents and discussion below-

1. Is there a way for me to pre-fill only without signing prior to sending?

Here is a similar discussion on Adobe forum Prefill Agreement Fields  in which a workaround has been suggested to achieve the same.

2. Is there a way to send separate PDFs under one email and not have them auto populate the names?  For example I attached the same form twice to complete on 2 separate employees.  It showed up twice but ended up auto populating the same and titles,etc on both forms rather than letting me manually enter.

What you are trying to do, is practically not possible. Sending similar form twice in a same email to 2 signer is not achievable.

Hope this answers your query.

Regards,

Akanchha