Populate Documents Quickly Using Pre-Filled Text Fields
How to instantly pre-fill batches of documents with Pre-Filled Text Fields
Save time and minimize data entry errors when sending bulk signature invites by automatically importing data from a CSV file into a template’s fillable fields. You can also pre-populate fields by adding specific parameters to an invite link.
Add Pre-Filled Text Fields to a template
Create a template and open it in the editor. In the upper toolbar, select Pre-Filled Text Fields and place them anywhere in the document.
Create a CSV file
Prepare a CSV file from which to export data. Ensure it contains a column with your signers’ email addresses and another column with the information you want to export (e.g., “Employee Name”).
Label Pre-Filled Text Fields correctly
Enter a field label in the right-hand sidebar, which appears once you select any Pre-Filled Text Field. Ensure that your label matches the corresponding column name in your CSV file. Then, save and close your template.
Prepare a bulk signature invite
Return to the Templates folder, click More next to your template, and select Bulk Invite from the dropdown.
Upload your CSV
In the Bulk Invite popup, upload your CSV file and map columns to the respective Pre-Filled Text Fields, which are recognizable by their labels. When finished, click Done.
Send documents for signature
airSlate SignNow will extract data from your CSV and match it with the Pre-Filled Text Fields in your template. Once you click Send Invites, your signatories will receive pre-populated copies of the document.
Use Pre-Filled Text Fields when sharing invite links
To auto-fill documents via an invite link, you need to modify the URL by including specific pre-fill values. Start by creating a template and adding Pre-Filled Text Fields, then generate an invite link.
Get your invite link
Copy the link from the popup and paste it into any text editor or your internet browser’s URL bar.
Embed pre-fill values in an invite link
Edit the invite’s URL using the logic described below:
- Insert a question mark (?) at the end of the URL to enter additional parameters: https://signnow.com/s/pDe06pMX?
- Type a Pre-Filled Field’s name and the equals sign (=) followed by the data you’d like to fill: Title=CEO
- To add a space, insert (%20): John%20Smith
- Separate each value with the ampersand symbol (&): Name=John%20Smith&Title=CEO
Once all is set, share the link with the signatory. The values in the URL will automatically populate the corresponding Pre-Filled Text Fields.
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Your step-by-step guide — add smart fields to your template
The critical advantage of airSlate SignNow is a uniform way to securely store data for executing eSignature workflows. Add radio buttons to your document for eSignature, give an invite hyperlink to your partners, vendors or teammates. Our innovative service simplifies the analytical and audit phases. Strengthen your relationship between partners and clients by providing a customer-orientated signing experience.
How you can add radio buttons to your document for eSignature with airSlate SignNow:
- Create your profile for free or log in if you already have one.
- Sign in through your airSlate SignNow account to avoid creating a new password.
- Import the file from your mobile or desktop device.
- Upload the necessary file from the cloud. Our web-based solution works with the most popular providers; Google Drive, OneDrive, DropBox.
- Make alterations to your form with our innovative but straightforward PDF Editor.
- Enter textual content, place pictures, leave your annotations or remarks, etc.
- Set up a diverse range of fillable fields; text, date, calculated or dropdown, and much more.
- Arrange and put in place the attachment request.
- Insert the Signature Field to allow yourself and others to eSign the document.
- Finish editing with the Save and Close button and proceed to add radio buttons to your document for eSignature.
airSlate SignNow is the best decision for automating signature workflows. Add radio buttons to your document for eSignature. Interact externally and internally with suppliers and consumers. Try it now!
How it works
See exceptional results Populate documents quickly using Pre-Filled Text Fields
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FAQs
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What is a Pre-Filled Text Field?
Pre-filled Text Fields allow users to import data from external sources, such as spreadsheets, into their documents. Pre-filled Text Fields work in conjunction with the Bulk Invite and Invite Link features. The Bulk Invite feature lets you send copies of a document to multiple recipients and automatically fill in their information using a CSV file. When using Pre-filled Text Fields in a document shared via a signing link, the required values must be included in the invite's URL. -
What is a fillable field?
Fillable fields are interactive boxes you can add to your documents, allowing signers to input their information. airSlate SignNow provides a variety of field types, including text fields, signature fields, date/time fields, calculated fields, initials fields, checkbox fields, radio button groups, dropdown fields, and attachment request fields. To add fields to your document, select the desired type from the left-hand toolbar in the editor and place it on the document. -
How do I add fillable fields to a document?
In the airSlate SignNow editor, select an item from the Tools section in the left-hand sidebar and click where you want the field to appear in the document. Adjust its size and position as needed, then click OK. Remember to save your changes by clicking Save and Close after editing. -
How do I invite signers?
Upload a document to airSlate SignNow and open it in the editor. Select Signature Field in the left-hand sidebar and click anywhere on the document to place a signature field. Then, click Invite to Sign in the top right corner of the screen, enter the recipient’s email address, and hit Send Invite. -
How many signers can I add when sending a document with airSlate SignNow?
Add as many signers as needed. Consider using Bulk Invite to expedite the process of sending documents to multiple people at once. -
How do I send signing invites in bulk?
To use the Bulk Invite feature, start by creating a document template. Next, click the More button next to the template's name and select Bulk Invite from the dropdown menu. Upload a CSV file that contains a column with your recipients’ email addresses, then click Send Invite. Each recipient will receive a copy of your document for signing. -
What is an eSignature invite link?
With airSlate SignNow, you can easily create an invite link for any document or template. This short link can be shared with anyone to collect data and signatures. Users who follow the link receive their own copy of the document that can be eSigned. Once completed, the signed documents will automatically appear in your Documents folder. -
How do I create an invite link?
Select any document or template uploaded to your airSlate SignNow account and click Create Invite Link next to its name. An invite link will appear in a new dialog box. Copy the URL and share it with as many people as you need.
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