I’m trying to generate purchase docs using data from Google sheets. The template has many pages and certain data like customer address shows up multiple times across the document. The template is set up so everywhere that the customer’s address shows up is set with a data label and they all match and are tied together. These fields are assigned to the salesperson and they are the first in order for signing so it goes to them for review before going to the customer for signing.
When I manually use the template to send the docs entering data into one of the fields with the data label “Customer address” results in all the fields being filled across the entire doc set but when the docs are sent via Zapier it only fills one of the fields leaving the rest to be filled by the sales person. If the salesperson enters data into one of these fields during the signing process it does pre-fill the rest of the fields but this would force them to click on the field that was prefilled, copy the info in the field and then paste it back into the field in order to force it to fill the rest of the fields.
Docusign data label being filled but not duplicating the data to the other data labels
Userlevel 7
+14
- Certified Zapier Expert
- 24257 replies
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5 March 2024
Hi
For us to have full context, we would need to see screenshots with how the steps are outlined and configured.
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