Prefill THEN Send
The overhaul of Adobe Sign is terrible. I created an e-sign template, placed the fields, and when accessing the template to send it for e-signature, some fields had been reassigned and others were un-assigned, requiring me to manually re-do the assignments during what used to be the Prefill stage of the process. When I hit "Send" which previously would take me to the screen where I would prefill the fields that were indicated as such, it instead sent an unfilled form to the recipient.
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Gina Bongiovi
shared this idea
Hello Gina,
We are sorry you are experiencing trouble with the new experience. To prefill a document in the new Adobe Sign experience, try the following:
- Open the agreement draft.
- Double left-click the field you want to prefill.
- In the settings panel, go to “Field assigned to” and select “Yourself (Prefill)”.
Alternatively:
- Click the field once.
- In the context menu, select “Change recipients”.
- Choose “Yourself (Prefill)” as the recipient.
Lastly:
- Click on the Prefill button.
Thanks,
Sign in Acrobat Web Team