How to add custom fields in Mega Sign?

Forum|Forum|5 years ago
August 25, 2020
3 replies
3332 views

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

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Correct answer chrisw53748869

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

C

chrisw53748869Correct answer

New Participant

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

D

defaulttplhf2aa15oc

New Participant

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

T

timv65744291

New Participant

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

T

timv65744291

New Participant

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.

M

Maria5CD3

New Participant

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?

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

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