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Sign Templates not saving all elements.

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Lindsay Krebs

Hi, 

I am trying to save a template consent form in Box, to send to many individual recipients. I created a template document with a standard message, and multiple sign elements: check boxes, a signature, a full name, a date. I then save this as a template. The template successfully saves my email message and my document, but NOT my elements (i.e., the checkboxes and signature fields are all gone and I need to manually specify them again).

I need to specify these before forms are sent out; I am working with populations that may not be able to place these appropriately themselves. Can anyone help?

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  • Rona

    Hi Lindsay, 

    Welcome to Box Community and glad to help! 

    I just opened a new ticket for our Product Support team regarding your issue with Sign templates. Rest assured that our team will get in touch to help address your issue and please keep an eye to your email. 

    Thanks for posting!

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  • Josepha Lenoble

    Hi, I am having the same issue. I created a form template with various input fields but when I try to use the template none of the input fields saved in the template are showing.

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  • Jaimie

    Same issue, seems broken, why have this feature if it does not work.

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  • Dom Washington

    Same here

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  • Charles Fitzpatrick

    This is happening for me also.

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  • Julius Kellinghusen

    For those who came here looking for answers: Try sending the document for signature FIRST, then creating the template from the SENT file. This solved the issue for me. 

    Not sure why Box can't just add a solution to these threads. 

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