Prefill Agreement Fields

Question

Hello, we are using adobesign for apartment leases. For various reasons we have to use the setting "sign in any order", even though what we really want is for all tenants to sign first and the rep from our company to sign last.

After clicking the "send" button, I still need to pre-fill some fields on the form. HOWEVER, it requires me to pre-fill AND sign at once. I cant pre-fill without signing. The result is that tenants receive a lease with all the important fields BLANK (like monthly rent, security deposit, move-in date).

How can I pre-fill a template and send it, without also signing first?

Thanks

AadeshSingh · Accepted Answer

I tried to follow your directions, but it is requiring me to sign.

Could you please look at the screenshot that I attached above, and tell me where I need to click in order to get the pre-filled data saved WIHTOUT signing?

Perhaps place a red circle over the part that I am supposed to click...

Thanks

Hibpwbpw ,

Is it the sequential workflow or the parallel one?

As I mentioned before, you will have to go for the sequential workflow where you need to enter you email address after entering signers email address in the recipient field and then on the set fields to prefill by sender.

Regards,

Aadesh

sb116 · Answer

Hi Bpwbpw,Adobe Sign agreements can have fields set up to allow the sender to prefill data into fields before the document is moved for signing.Please refer to the link below,try these steps and see if it works:Prefill Agreement fields before sending Let me know if you need more help.Thanks,Supriya

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