Import fields feature

With signNow, not only can you quickly send any document for signing from your desktop or mobile device, but you can also simplify document generation.

Have you ever had to generate similar documents multiple times? Suppose you’ve created a template with fillable fields and a set of roles. signNow’s Import Fields feature allows you to automatically import those fields and roles into new documents. This way, you never have to return to the document and remake your fillable fields and roles.

How does the Import Fields feature work?

signNow’s Import Fields feature allows you to automatically import an entire set of fields with roles into a new document. No more having to retype information or field labels. Simply copy the fields you need and paste them into a new document. Start by setting a document’s fields for one or more signers. Once set, copying fields into a new document only takes a few clicks.

Import fields adds the following benefits to your document-based workflow:

  • Time saved on creating multiple documents
  • No need to reenter the same information
  • Processes less prone to error

How to use the Import Fields feature?

Let’s see how to import fields using the example of a standard contract. When using a standard contract that includes slight edits, you’ll get different versions of the same document. For example, you edit customer information or add some text. This means you’ll have to create the same standard contract and make new adjustments each time you want to use it. Now you can avoid these routine processes by copying fields from the original document.

Upload a general version of this document to signNow. Add and set up the fields, labels, roles, and signing order. The next time you want to send the contract for signing with any adjustments made in Word or any other program, upload the document to signNow and automatically import fields from the original version. No re-typing needed!

September 25, 2020