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Auto-Fill Fields

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Kate Hueter
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Available on All Plans

Auto-filled fields makes the signing experience easier and faster for your signers. This feature pulls information from your signers, provided from either their own HelloSign profile or from the name and email address entered in by the requester, and populates the information into the corresponding fields. Auto-fill fields are only able to be assigned to signers.  

The fields available for Auto Fill are: 
Screen_Shot_2020-10-26_at_12.01.49_PM.png

 

Sending a Request to a HelloSign User

When sending to a HelloSign user who HAS their profile information filled out you will simply place the auto-fill fields down in the desired location on your document by selecting them from the Auto-fill Fields section on the lefthand side menu in the editor. Shown Above. 

Once the signer opens the request they will see those fields already populated with the information they filled out within their HelloSign profile. If they need to make a change to the information, for example their title at their company has changed but they haven't update their profile, the signer will be able to edit the field just like a normal textbox. 

**Important to note: HelloSign will not automatically save any changes signers make to the auto-filled fields back to their profile. After the request has been completed and submitted the signer will get an option to save the changes they made back to their profile. On 'Thank you for submitting' page the signer can simply click on 'Go to my profile' to be redirected to save the changes they made. 
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Sending a Request to a Non-HelloSign User

When sending a request to a non-HelloSign user or a HelloSign user who does not have their profile filled out the auto-fill fields will only be able to pull the name and email address fields. This information is pulled from the name and email which were entered by the requester in the 'Who needs to Sign' step. The date field will also auto populate with the current date the signer completes the request. 

To use these fields place them on your document in the desired location when in the editor. Once the signer opens the document, their name and email will be auto filled if those fields are on the request. The company and title fields will not populate with information and the signers will fill them out as normal textboxes. If one or both of these fields are placed on the document more than once the duplicate fields will populate as the signer fills out the first field of its kind. 

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**Important to note: HelloSign will not automatically save any information signers put into the auto-filled fields back to HelloSign user's profile. After the request has been completed and submitted the signer will get an option to save the information back to their profile. On 'Thank you for submitting' page the signer can simply click on 'Go to my profile' to be redirected to save their information. 

 

 

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