Skip to main content
stunning_epicness5ECF
stunning_epicness5ECF
Participant
January 31, 2019
Answered

Help getting prefill (sender) fields to populate with Mega Sign

  • January 31, 2019
  • 1 reply
  • 1337 views

I'm trying to send out a document template to many (100+) clients at once. This document as a few fields that are specific to each client, yet I don't want the clients to be able to edit these fields. The csv file fills in the participant fields just fine, but it won't populate the prefill fields.

This topic has been closed for replies.
Correct answer stunning_epicness5ECF

Thanks for the reply! The thread had the answer. I needed to change the fields from "Sender (prefill)" to "anyone" and set to read only.

1 reply

Meenakshi Negi
Community Manager
Meenakshi NegiCommunity Manager
Community Manager
February 1, 2019

Hi Sandboxt,

Please check this forum thread Re: Waiting For Me to Prefill with a similar query.

Check if you are referring to the same issue.

As you are using a template and wish to prefill the document, please refer to the steps provided below:

- When you use the Mega Sign, make sure that you mark the box for "Preview, position signatures or add form fields".

  Also, if you need to add the signature, please check the box for "I need to Sign" provided below the "To" field on Send page.

- Then on the preview page, you may assign the form fields that you wish to fill to yourself.

  Take help of the steps mentioned here Prefill Agreement fields before sending

Check if that works for you.

Let us know if you are referring to something else.

Regards,

Meenakshi

    stunning_epicness5ECF
    stunning_epicness5ECFAuthorCorrect answer
    Participant
    February 1, 2019

    Thanks for the reply! The thread had the answer. I needed to change the fields from "Sender (prefill)" to "anyone" and set to read only.

    Terms & ConditionsAccessibility statement
    Using the community Terms of use Privacy Cookie preferences Do not sell or share my personal information ad choicesAdChoices