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Box Sign - Template

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Natalie Andrews

Hi,

I'm new to box sign from DocuSign. I have managed to create a template and have a few questions, please help.

  • Can I set a template up without having to add a "Recipient" I do not know who this will be until I need them to sign the document?
  • Because, i have had to set myself up as the recipient to save the "Template". When i do use the template I have to change to the person who is the actual  recipient. I then have to manually change all 15 of the fields I have added to be completed. Can this be set up automatically so it just has to be signed by the "recipient" and not a specific person?
  • How do you quickly jump from one field to another. It is difficult to scroll through a 31 page document to find the 15 fields i have created throughout?
  • How do I stop box creating multiples of the same document? It seems every time i do in the folder there are more documents?

Thank you for your support

Natalie

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2 comments

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  • Rona

    Hi Natalie, 

    Welcome to Box Community! 

    To look further into this issue, I've created a new ticket and a member from Box Product Support will be in touch, please keep an eye out. 

    Thanks for posting!

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  • Annalea Eastley

    Natalie, can you please add info on the solution here, so those of us who are trying to answer the same questions can benefit from the help you've already provided?

    Thanks so much!

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