Hello!
We have a lengthy agreement with multiple fields for signature and I am trying to use the Template Library to identify all the fields that are either for pre-fill by the sender or for signature by the participants to expedite the process of e-signing the document.
My goal is to complete all of the pre-fill fields unique to each agreement, send to Participant 1 for signature and then to Participant 2 for signature, however, when I "Use Template", add the Recipients in the order I would like pre-fill and then signature to occur - all of the fields that have been set by Participant are overwritten by the Adobe and set to the Pre-Fill. This is inefficient as each field needs to be changed back to the correct Participant that was already set during the "Create/Edit Template" process.
Please see screen shots below for examples.
Is there something that I am missing? This is not working intuitively. I do not want to have to re-set all of the fields each time I send for signature. I just want to enter the information in the fields that have been set to 'Pre-fill'.
Thank you for your help!
1. Screenshot of Template Fields, with Recipient settings in "Edit Template"
2. Screen shot of Identifying Recipients after "Use Template" has been selected.
3. Screenshot of Template with all fields set to Pre-Fill after the Recipients have been set in step 1 of "Use Template". Note: Signature Field & Radio Buttons in screenshot 1. were assigned to Participant 1 and are now set to Pre-Fill. I want the assignment set in the 'Create/Edit Template' process to flow thru to the E-Signature process.
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