Ability to recognize a similar document to prepopulate signature, text, and other fields
In Docusign, we can upload a document and place the signature and text box fields required to save it as a template. Then later, when we upload that same document generated from our software (that is populated with the deal specific information), it recognizes a matching document as a template, so it places the fields without us having to manually place them. Using a template doesn't work since each contract has different information and it would be more information to manually transcribe than generate and place signatures.
12
votes
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