How do I use ‘Import Fields’ to quickly set up fields on a new document without having to re-type labels?
We recommend using Import Fields save time and avoid having to re-type the same information on a document. If a document has been set up once with a set of fields for one or more signers, it is easy to copy those fields onto a new document.
For example, when using a standard contract that has slight edits whenever it is used, upload a general version of the contract to SignNow, set up the fields, roles, and signer order. Then, the next time the contract needs to be sent, make the edits in Word or your program of choice, upload it to SignNow, open it in the main view, and select ‘Import Fields’ from the dropdown at the top of the page. Then choose the original contract document from the first step, select the roles you’d like to import, and press Done. This will automatically import the roles and fields onto the new document. No re-typing needed!