Description– Name, email, company, and title are now available as new eSign fields in the eSignature module. It will also auto-fill the recipient’s name and email; if we include agent fields, the agent’s information will also be auto-populated.
Usecase- Feature Assist with auto-populating fields and reducing the effort of writing similar information before sending the document.
Navigation –
Navigate to the eSignature module. Select Sign Document.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05145736/image6-4.png)
Select Document, then click Next.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05145725/image4-7.png)
Add the signer’s details, and click next.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05145726/image3-8.png)
We have added the recipient’s details to the signer’s section. We will see autofill fields on the place fields page that we can add. The signer’s details will auto-populate in the autofill fields when added to the document.
Add the company and title fields.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05145727/image2-8.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05145721/image7-3.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05145728/image1-25.png)
Enter the subject and message of the signers. Click on Send.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05145722/image6-5.png)