Using prefill with Adobe Sign

Learn how to prefill information into a document from within Adobe Sign before you send it for e-signature.

By Adobe – April 21, 2015

 

In this tutorial, learn how to prefill information into a document from within Adobe Sign before you send it for e-signature. Sign up for a free 30-day Adobe Sign trial.

Quick Steps

1. To illustrate prefill, let’s assume you need to add your name as a party to an agreement before you send it for signing.
2. To begin, click Get a Document Signed and enter the email address of the signer, type a name for the document, and click Upload to upload the document.
3. When finished, click the checkbox Preview, position signatures or add form fields. This allows you to add the fields to the document. Click Next.
4. You are now in the drag and drop authoring environment, where you can add fields. Here you want to add your own name as the disclosing party before you send the document for signing. Under Select Participant, click the dropdown arrow and choose the Prefill option. Go to the Data Fields tab and click Text Field and drag it to the appropriate space on the agreement.
5. Now add the fields related to the signer. Under Select Participant, choose the signer. Click Signer Info Fields to add the Date field and Signer Name field. At the bottom of the document, add the Signer Name again and finally the Signature field. Click Send.
6. Instead of sending the document, you’re taken to the Prefill screen. Click Start, type your name and Click to Submit to send the document to the signer.
7. When the signer sees the document, your name is already prefilled and they can go ahead and sign.