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  1. 2 votes

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    Hi Clara,
    Thanks for asking, I'm glad to help, the following steps might help you to use Prefill role:

    • Open a file with Request Signature
    • On Recipient modal: Allow sequential signing by checking the box,
    • On Recipient modal: The very first recipient shouldn't be yourself, or the "account user", please enter a different recipient than yourself.
    • Prepare document as usual.
    • Prefill role should be enabled through Context Menu (Click the desired field on page > Change recipient > Prefill)
    • Review & Send

    If this information wasn't helpful, you can switch to earlier version by following the steps below,

    1. Open the agreement draft experiencing the issue.
    2. On the left panel, scroll down and click "View more".
    3. Click the "Switch to legacy version" link.

    This will switch you to the earlier version for this specific draft only. We appreciate your patience and cooperation in resolving this issue. 

    We are sorry you are…

    Clara Bowman shared this idea  · 
  2. 1 vote

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    Clara Bowman shared this idea  ·