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Question

Unable to populate template fields in Docusign using Zapier

  • 19 July 2024
  • 7 replies
  • 40 views

DocuSign fields for Name, Date Sent, and Signature are NOT populated at delivery when sent via Zapier. 

There is no mapping present in the Zapier edit view. The email is deliverable below but when the recipient opens the Docusign, the clickable fields are NOT present on the recipient’s end for Date, Name, and Signature. Instead, the recipient has to DRAG and DROP the fields themselves. This is too much friction for us. When we manually send the document in Docusign, the clickable fields are populated. Please help.

 

https://zapier.com/editor/241541153/draft/_GEN_1721340505952/fields

 

 

7 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @sgffgs 

Make sure you give your DocuSign template fields proper labels: https://support.docusign.com/s/document-item?language=en_US&bundleId=gmi1660583110357&topicId=yis1665092718418.html&_LANG=enus

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S

I click on the field and I’m not seeing that view that’s in that link you’re showing. I see the Tooltip dropdown where I gave it FullName. It still does not work. 

 

Troy Tessalone
Userlevel 7
Badge +14

@sgffgs 

Those are standard fields that have default labels.

If you use non-default standard fields, then you can set the label.

Are you using dynamic roles?

 

You may want to select a delivery method.

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S

There are 4 options on the left: 

-Standard Fields

-Custom Fields

-Pre-Fill Tools

-Suggested Fields

I picked Pre-Fill Tools. Custom Fields are locked. 

When Zapier sends it, the document has those fields on it. I do not want that. I want the dynamic orange colored clickable hover fields that are populated by the data from the previous software process (BookingKoala).

 

Troy Tessalone
Userlevel 7
Badge +14

@sgffgs 

Info from DocuSign about field types:

https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=evk1581360654067&topicId=qxn1581360652974.html&_LANG=enus

https://support.docusign.com/s/document-item?language=en_US&rsc_301=&bundleId=ulp1643236876813&topicId=vfk1578456408630.html&_LANG=enus

 

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S

Data Label is NOT showing. These links do not refer to my view. 
Can you get on a call or screenshare with me? 

Troy Tessalone
Userlevel 7
Badge +14

@sgffgs 

If you are looking to hire help, check out the directory of Certified Zapier Experts:

https://zapier.com/experts

 

You may not be able to add Labels to these Standard field types:

 

You should be able to add Labels to these Standard field types.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

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