How to add custom fields in Mega Sign?

[ricko89170530]

Question - How can I incorporate custom fields into a Mega Sign workflow? For example, the EXAMPLE CSV file has fields "Phone" and "zipcode_es_signer" when you download the example CSV file. How would one drop those custom fields into the PDF as part of the Mega Sign workflow? The fields never appear when I try to configure the document for signature blocks, names, etc. locations after uploading into the Mega Sign workflow.

Thanks!

-Rick

[timv65744291]

Did you ever figure this out? I'm running into the same problem...

[timv65744291]

I figured this out...

You need to edit the PDF beforehand and put in a prefilled field (Field Type: Text, Participant Role: Prefille, Read Only) with matching names between the field name end the column header in the CSV file.

[ricko89170530]

Yup - that's how I did it. Though you -can- add those fields in after-the-fact, in the Sign fields setup. You can manually add a Text data field, and if you give it the exact same name as the header in the mega sign merge file, it will pre-populate it. Takes a few test runs to figure it out. And the UI is... a bit clunky. This should be a lot easier to do, and docs should have more examples.

-Rick

[Cheryl5FFB]

How do you set the participant role? I don't see that option when making the fill in field

[Cheryl5FFB]

I was able to find the prefill option.  But anyone have any idea why my fields still show up blank when I send it out?

[Cristina5E3F]

did you ever get an answer or solution to this? 

[Maria5CD3]

Where did you find the prefill option to set on a text field? thanks!

[Maria5CD3]

How did you put in a prefilled field (Field Type: Text, Participant Role: Prefille, Read Only) when editing the PDF? I am trying to update my document, but I do not see this option. Thank you! ...Maria 

[chrisw53748869]

Thank you for taking the time to share this information.

[defaulttplhf2aa15oc]

I found this helpful  https://helpx.adobe.com/sign/using/mega-sign.html

[chrisw53748869 · Accepted solution]

The steps in this article explain how to add custom text tags.

Adobe Sign Text Tag Guide

https://helpx.adobe.com/sign/using/text-tag.html