Save Merge Data for Future Use
It would be great if RightSignature saved Merge data for future use (by doc name or number) so that you could create new documents with the same data quickly, or "copy" documents and then have edit capability.
For example, let's say you used the merge fields to collect contact information. if you want to send a another document to someone you already completed a document with, you could "copy" the original contract data so you don't have to fill it all in again.
lindsay
shared this idea
1 comment
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Ryan Meinzer
commented
Yes, I think this is what I want most as well. I have a mutual NDA I have people sign everyday and would love to simply use the same doc for everyone and merely send it to every new person with their {name}, {signature}, etc. automatically within the doc as I initially set it up. This would prevent me from having to upload a new doc every time, select what fields I need them to complete and where, etc.
