Prefill and pre-sign documents to save time and ensure required information is already completed before sending them to other signers. This allows you to complete your part of the document in advance while maintaining compliance and visibility in the audit trail.
Instructions
Add a signature field to the document.
Assign the field to Me(Now).
Visual - Pre-signing Document [Signature field assigned to Me(now)]
Click on the signature field to apply your signature.
If you don’t have a preconfigured signature, you will be prompted to type, upload, or draw one.
Optionally, prepopulate other fields such as text, initials, or dates to provide context or required information for the document.
Visual - Prefilling information before sending to clients
Expected Outcome
Your signature and any prefilled information will appear on the document before it is sent.
Audit trail will reflect your pre-signing activity, showing a sample of your signature for compliance purposes.
Other signers will receive the document with your completed fields visible, allowing them to continue the signing process seamlessly. They will not be able to modify any data that has been assigned to Me(now) and is pre-filled.
FAQs
Can I pre-sign multiple documents at once?
Each document must be pre-signed individually; batch pre-signing is not supported.
Will pre-signing affect other signers?
No. Other signers will see the prefilled fields but still complete their parts independently.
Can I edit prefilled fields after sending?
No. Any changes require reverting the document to setup.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]