Pre-fill Sign document before send

Question

We find ourselves in a situation where we want to pre-fill the document, so that the customer only needs to sign..
This seems impossible to achieve?
After you leave the signing process, there is no way to continue it.
Is there any way to solve this?

Paresh Wagh · Accepted Answer

Hi Glenn: The Sign module uses the concept of "Roles" which can then be associated with the fields in the document. There are a few pre-defined roles seeded in the system that should suffice for your scenario. Associate the signature field with the "Customer" role and the other fields with one of the internal roles like "Company" or "Employee" or "HR Responsible". This will allow you to prefill the other fields before sending the document to the customer for their signature.

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