How to set up template to allow the sender to prefill data before sending document for sign?

Prefilling data in sign templates is not available in Writer right now, but it's being worked on and it will be made available soon.

Availability Timeline: Roadmap

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Related Articles
Set up Sign Workflow
Sign yourself Find the dropdown Sign in the top band next to Compose. Choose sign yourself if you have to sign the document yourself. You will be added as a signer and the Zoho Sign page will be opened inside Writer itself. Send for sign Choose Send ...
Creating Sign Templates
Writer's sign template aids you to create templates and insert interactive fields over a PDF file to send them out for sign collection to one or more persons in an organization. Transmit contract agreements, HR letters, etc., to obtain signatures ...
How to allow signers to attach a document while signing?
You can easily allow signers to attach a document while signing. This is how: 1. Go to More Options > Automate > Sign Template. 2. Now click on the Attachment option under Insert Fields and add it to your document where necessary.
How to add approvers in Sign Workflow in Writer?
You can set up sign workflow to send documents to designated approvers before sending them to the recipients for signing. You can send the document sequentially, first to the Approver to approve and then to the appropriate user to sign the document. ...
How to set sender address while mailing documents from Writer?
In addition to your primary email address (your “actual” email), you can also add multiple email aliases to your account. While sending your document from Writer, the primary email address will be selected in the Email as Attachment popup by ...