How to prefill a document (old design)

To "prefill" a document is to first add inputs before the document is sent to other parties to sign.

To do this, make sure to assign placeholders in the document for yourself, the sender, to first fill in.Screen_Shot_2020-07-16_at_2.35.36_PM.png

You will need to set yourself, the "sender", as the first position in the signing order.  Make sure all other contacts are in a later position in the signing order.

 

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Click "sign and send" to fill in the document then send it to the other parties.

Screen_Shot_2020-07-16_at_2.39.04_PM.png

 

 

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