We’re super excited to be releasing the Import Fields feature. As the name implies, it allows users to import the fields (and roles, of course) from an existing template or document. And that includes team templates. NOTE: Your fields will be placed in the exact same location as they were in the original document/template, so depending on your new document you may have to reposition them. Don’t forget that you can’t drag fields from one page to another.
Details over the fold …
Where You Will Find It
In any document or template’s editing view, you’ll see the Import Fields at the very top of your screen (to the right of the Hide Menus button). You may also have History available up there, which would show up between Hide Menus and Import Fields. You can also import fields from within the invite process. How cool is that?
How It Works
1. Navigate to the Source Document
You can choose from Documents, Archive, or Templates (Team Templates coming soon).
2. Select the Specific Document/Template
Browse through your files and find the one from which you would like to import your fields.
3. See a List of Roles and Associated Fields
For reference purposes, you will see how many fields there are for each role.
4. Select the Roles You Want to Import
After you’ve selected the roles you wish to import, click the Import Fields button.
5. Congratulations! Your Fields and Roles Have Been Imported!
You will now see the fields in the exact same location as they were in the original document. And the roles are over on the right. You could even add new roles if necessary.
Examples of When You Could Use It
1. Making Slight Changes to the Underlying Document
Maybe you’ve got all the fields and roles set up just right and you want to use them in another nearly-identical document, that contains only slight changes in text. But to re-do all those fields…the horror! Not anymore! Just import fields.
2. Customizing a Team Template That’s Been Shared With You
Your team admin has built this amazing template with all the fields and roles you could ever need. The problem is that you need some slight alterations, or a customized version with information specific to you. Or you have to upload different contracts for each client but need to use those same fields every time. Import those fields!
3. To Correct an Error (Whatever the Reason May Be)
You’ve spent 25 minutes creating an unbelievable template with fields for you and your signer. Then by accident you insert a text element instead of a field and have saved it. Uh oh – now it’s in there, but you don’t want that in your template. No problem. Just re-upload the document and import the fields you spent so long creating. Or, maybe you mis-spelled your client’s name or some terms have changed in the contract. Not to worry. Just upload the correct document and import your precious fields.
This is just a brief look at the Import Fields feature. We’ll be creating a more thorough guide as well as a video tutorial. Stay tuned for that!