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laurenm57933436
New Participant
September 27, 2017
Answered

Using multiple templates in the same email

  • September 27, 2017
  • 1 reply
  • 1186 views

I am trying to send multiple templates that I've created in one single email. For example, I need to send the same type of contract to a client that has multiple locations. I can add the same template document twice for signature. The problem is that the fields from the first document are being copied to the second. If I change them in the second document, it reflects in the first document and vice versa.

Am I missing an option???

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Correct answer SimonATS

You're not missing anything. What you describe is the expected behaviour. When using mutliple documents adobe sign combines these into a single document. So if you have fields with the same name on both uploaded docs, they become duplicate fields.

You'd need to name your fields so that they are unique in the combined document. For example if you have a field called 'MyName'

name this field in document 1 "Myname-doc1" and the name field in document 2 "MyName-doc2"

of course in some cases you may want the fields to be dupes.

1 reply

S
Community Manager
SimonATSCommunity ManagerCorrect answer
Community Manager
September 27, 2017

You're not missing anything. What you describe is the expected behaviour. When using mutliple documents adobe sign combines these into a single document. So if you have fields with the same name on both uploaded docs, they become duplicate fields.

You'd need to name your fields so that they are unique in the combined document. For example if you have a field called 'MyName'

name this field in document 1 "Myname-doc1" and the name field in document 2 "MyName-doc2"

of course in some cases you may want the fields to be dupes.

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