Auto initials on all page

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7 comments

  • Official comment
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    Rocky

    Hey Osman, 

    Unfortunately, this would need to be done manually for each page and each initial field needed. Please be sure to add this suggestion to our Idea Portal - most new features and updates come directly from our users who suggest and vote on others' ideas. 

     

    Thanks

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    Thibault Gaudry

    Dear Rocky,

    is this feature still not live or plan ? it would be very very useful.

    Benoît

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  • Avatar
    Rocky

    Hi Benoit,

    While there is no exact feature for this, there are a couple of options:

    1. You can add the fields and the signer would just need to add their initials to the first field and then simply click the others to add:

    2. You can add an initial field to the header or footer section, this will add the field to every page automatically. The only drawback here, is the recipient would sign/initial the first one and then all fields would automatically be signed - so the recipient would not have necessarily read the pages that needed their initials. 

    Hope these help. 

    Thanks!

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    Thibault Gaudry

    Dear Rocky,

    Unefortunately, none of these options is a solution (the second one is good for the documents that Pandadoc will generate). Indeed, in my usage, I add many appendices (5 to 10 files that are specific for each contract) as pdf files and the client must add its intials on each page. Is there any solution for this ?

    Benoît

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  • Avatar
    Rocky

    Hey Benoit,

    One possibility is if those files are uploaded as one PDF within a native/editable document or template, then you could use the 'Replace Source file' feature. 

    For setup, in the editable template, you would need to upload a PDF (one that would be comparable in size of the replacement for particular clients), add the fields to this uploaded PDF. When the document is created, they can then click the three dots at the top of the app and select 'Replace source file', upload the new/correct PDF for this customer. This will replace the existing uploaded, 'placeholder' PDF with the correct one. The fields would stay in place as they were before, but you might have to move them a bit if the new source is lager/smaller than the original. 

    At this time there is no way to replace just a single uploaded page, so this is why all appendices would need to be gathered into one PDF to upload. 

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    Vishal Bhasin

    This features is really needed and we are having to use alternate service since this doesn't exists.

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    Christopher Ragland

    Hello Vishal,

    Thanks for your comment here. There is a feature request about this in our ideal portal - you can access it here: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/46885102-auto-fill-repeating-fields-signature-and-initial

    I recommend submitting another upvote on the request. You can also add any additional comments you'd like and subscribe to receive updates regarding the status. The steps for that can be found in this article

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