Assigning Multiple Fields at Once in a Document

Created by Jamie Heindl, Modified on Mon, Jul 24, 2023 at 3:14 PM by Jamie Heindl

You can easily assign fields in templates and documents with our easy drag and select tool.  From within the document click on the "Select Multiple Annotations" button in the top row toolbar.  

Then drag the box over all of the fields you would like to assign to the signers.  If you are creating a bulk template you can assign the fields to the signer or to yourself as the preparer.  If you are creating a standard template, you can create custom signing roles and assign the fields to those roles. 

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