If there’s information you need a sender to fill out each time they use a template, you can assign them a merge field in the template. For example, if you create a template for a car lease agreement, the sender may want to add the make and model of the car to the document before sending it to the signer.
To add merge fields to a template:
- Follow the instructions to create a new template or edit an existing template until you get to the document editor.
- Click and drag a Textbox from the left sidebar to your document.
- Click the dropdown menu below Assigned to in the right sidebar.
- Click Sender.
- Give the field a name in the box below Merge field. This is the prompt the sender will see when they use the template to send a signature request.
