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dianalmark's avatar
dianalmark
New member | Level 1
2 years ago

How do I get Dropbox Sign to autopopulate e-mails for signature?

How do I get it to autopopulate e-mails for signature after I've sent an initial document out for signature? So far I'm having to type in the full name and e-mail each time

 

15 Replies

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  • Jay's avatar
    Jay
    Icon for Dropbox Community Moderator rankDropbox Community Moderator
    2 years ago

    When you send a file for signature to specific individuals, who are added to the document, when you add the auto-fill fields, like full name, date signed and email (and each user is assigned a field) then when the document is sent, those fields would automatically be filled out for the user.

     

    Are the people you're sending the signature requests not getting the details filled in automatically?

  • dianalmark's avatar
    dianalmark
    New member | Level 1
    2 years ago

    No, when I'm in dropbox and want to send a document out for signature, every time I have to type in the recipient's name and e-mail address.  The first time I expect to do that, but after that I expect it to autopopulate when I start typing the person's name or e-mail.  Surely it can do that?

  • Jay's avatar
    Jay
    Icon for Dropbox Community Moderator rankDropbox Community Moderator
    2 years ago

    Are you sending out a template for signatures, or a custom signed document to which each user has a specific field to sign in the document?

  • dianalmark's avatar
    dianalmark
    New member | Level 1
    2 years ago

    It's before I use these fields.  I expect to have to input the name & e-mal in the prior step once, but after that, I expect it to auto-populate it when I start putting in the name or e-mail and it is not - I'm having to type everything in every time!

  • Jay's avatar
    Jay
    Icon for Dropbox Community Moderator rankDropbox Community Moderator
    2 years ago

    Hi dianalmark , thanks for posting today!

     

    Are you referring to the auto-fill fields for full name and others when the document has been set up for signatures?

     

     

    This will help me to assist further!

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