Box Sign: ability to manually pre-fill or auto-populate fields for signers
Box Sign: Enable ability to pre-fill or auto-populate fields on my contract.
E.g. because we know the email is associated with:
FIRST NAME (e.g. "John")
LAST NAME (e.g. "Smith")
COMPANY (e.g. "NoName Inc.")
TITLE (e.g. "CEO")
... then I can either manually pre-fill these or have them auto-populate on my contract via the CRM<>Box integration, a ZoomInfo<>Box integration, or otherwise based on the information attached to that person’s Box account.
Obviously, the signer recipient of the contract must also have the option to correct these fields, given there will be circumstances where the pre-filled or auto-populated fields are incorrect.
AdminAnonymous
(Admin, Box)
shared this idea
We’re incredibly excited to announce read-only and pre-fill fields in Box Sign, now available to all Box Sign customers! With pre-fill fields, you can pre-fill data within specific fields prior to sending documents. Additionally you can toggle certain fields as read-only, locking field data and preventing it from being modified by signers.
Additionally: Senders can pre-populate data into read-only fields when leveraging Box Sign APIs for prefill tags or the batch send feature, when inputting data into the custom CSV. Now you can leverage Box Sign for high volume use cases with greater control over field data, like employee handbooks, compensation plans, and much more. Template tags will support read-only fields as well, enabling senders with a more streamlined sending experience without the need to manually drag and drop fields and mark them as read-only.
Learn more about read-only and pre-fill fields in this Box Sign article.
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Anonymous
commented
We also are migrating from another e-signature solution, and the feedback we got from our team is that signers are frustrated that they need to type their name in every time when we add a (recipient) Name field to a document, while both Date Signed and Email are auto-populated.
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Anonymous
commented
Any updates on this function - our Box rep said that we the Doc Gen feature would help on this front, but I think it could provide a quick and simple fix for what our company needs.
(Edited by admin) -
Anonymous
commented
This would be great if implemented! Please add
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Eric Spilman
commented
Other platforms allow the sender to populate the recipient name. Then the name pre-populates in the document where First Name, Last Name or Full Name is used. This means the recipient doesn't need to continuously type their name when completing new hire documentation.