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Try these: smart fields, how do I use smart fields

How do I use smart fields?

Step 1: Create the template

To create a template hover over your document on the Member Home Page, then click More -> Make Template.

Step 2: Add Smart Fields

Navigate to the template in which you want to add Smart Fields, click More -> Smart Fields

Next, drag “Smart Field” from the left-hand side, onto your template. Ideally, name that Smart Field using something obvious and easy to remember.

Step 3: Get signing link

Learn how to generate a signing link here:

Step 4: Generate full link, as shown:

Once you’ve generated your signing link, append the information for smart fields to your link. Please see sample below.

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