If you need to sign or fill out portions of a document before sending it for signature you can do so by using the Prefill option.
Note: The Prefill option can be selected when sending individual transactions as well as when creating and using templates and rules. It is not available when creating an RForm.
This article covers the following topics:
- Using the Prefill option
- Prefilling and sending the signature request
- How to self-sign when you are the sole signer
Using the Prefill option
If you are sending a signature request and you wish to prefill some information before sending it, follow these steps:
1. Click on the Send option from the top navigation bar. You will be taken to the envelope preparation interface.
2. Attach the applicable files by dragging and dropping the documents you wish to upload onto the whitespace under Add Documents, o by selecting a document from one of the available drives.
3. Populate the recipients table. To add recipients, click on the the +Recipient button. To add yourself as prefill, select the Prefill option from the Type dropdown. Your information will be auto populated.
4. Add the message subject and email body, or select an already created message template. Once finished, press on the Next button.
5. Prepare the document by adding fillable control fields. Make sure you assign the corresponding fields to the signers, and for those fields that are to be pre-filled by you, select your name with the (P) at the end. (P) stands for Prefill.
6. When finished, press the Next button. You will be taken to the Prefilling interface.
Prefilling and sending the signature request
The prefilling interface is the last step before sending the signature request to the applicable signers. In this page, you need to complete any field that has been assigned to you.
Once you have filled out all the fields press any of the Finish buttons. The document will be sent to the additional recipients for signature. The prefilled fillable control fields will be visible to the remaining signers.
How to self-sign when you are the sole signer.
If the document only requires your signature, you can use the Prefill option without adding any other recipients.
1. Click on the Send option from the top navigation bar. You will be taken to the envelope preparation interface.
2. Attach the applicable files by dragging and dropping the documents you wish to upload onto the whitespace under Add Documents, o by selecting a document from one of the available drives.
3. In the Add Recipients table, select the Prefill option from the Type dropdown to designate yourself as the signer. Your information will be automatically populated.
4. Add the message subject and email body, or select an already created message template. Once finished, press on the Next button.
5. Prepare the document by adding the fillable control fields based on the personal information you want to include.
6. When finished, press the Next button. You will be taken to the Prefill interface, where you'll need to complete the fillable control fields you added to the document. Once done, press any of the Finish buttons to finalize.
7. You will receive the signed document in your email. Alternatively, you can access it by going to the envelope, clicking on los 3 puntitos de la derecha and selecting More.
From there, you can download both the signed document and the signature certificate.