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Feature Friday

Preparer Mode

Use Preparer to Pre Fill Out Information on a Form Before it Goes to the First Signer

Use Preparer to Pre Fill Out Information on a Form Before it Goes to the First Signer

Applicability: Docs

Why: Sometimes forms require information to be filled out before being sent to the first signer. Often times you know information about the first signer that can be filled in before they get it to submit and sign. Or an employee or staff member needs to enter information into a form but only the supervisor needs to sign off.

This feature is great for a wide variety of forms ranging from council agenda item requests to employee offer letters. To view the form as a preparer simply add /prepare to the end of your URL link and begin to pre populate information into the form. Once completed, your preparer will be asked for the name and email address of the person they’ve prepared the doc for.

Form more instructions for preparing a document visit our support page here

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