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When starting a new transaction:
- Use the Options in front of the recipient who will fill out the fields and choose Form Filler.
- Make the first recipient yourself if you are the one pre-filling the form.
- Note: If using a template, add fields as needed.
- Right-click on any of the fields you wish to change the Assigned to from Participant 1 to Sender (Prefill) and repeat for all other fields that are needed.
- Once you click Send, the agreement will appear with instructions for the Sender to fill out the pre-filled fields.
- Once all fields are filled, select Click to Send.