Support for prefill fields in Send for Signature

Support for prefill fields in Send for Signature

Zoho Sign now supports prefill fields in all documents that you send for signature. Prefill fields can be selected from the document viewer when adding signer fields. Data entered in your prefill fields can be retrieved along with other form data.

How to add prefill fields to documents when sending them for signature

  1. Log into Zoho Sign.
  2. Select Send for Signatures.



  3. Click the Add Document dropdown and add the document(s) you wish to send for signatures.



  4. Add recipient details, such as name, email address, and role, and select a document delivery mode.



  5. Click the Customize button to add a private note to each of your recipients, set an authentication type, choose the email and interface language, and select the digital signature providers the recipient may use to sign this document(s).



  6. Configure additional settings, such as document validity period, agreement validity period, folder type, description, and automatic reminders, and add a common note to all your recipients.



  7. Click Continue to proceed to the document viewer, or click Save & Close if you would like to save the document for later use.
  8. Select Prefill by you under Recipients and add prefill fields by dragging and dropping them from the Fields menu.



  9. Enter the required information in the prefill fields.
  10. Add signer fields to the document(s) for all other signers.
  11. Select Send, verify the number of fields added for each recipient, and click Confirm to send the document(s) right away.
  12. Select Send Later if you wish to schedule the sending of your document(s). Configure the date, time, and time zone and click Schedule & Send.



How to add or format prefill fields when sending templates for signatures

  1. Select Templates from the left navigation panel.
  2. Click on a template to open it, or select a template and choose Use Template(s) from the Actions dropdown menu.



  3. Enter the prefill field values and recipient details and click Continue.



  4. Edit the document details if needed, and click Continue to proceed to the document viewer.
  5. Click on the prefill field that you wish to format. 



  6. Edit the field and click Send to send the document for signatures.