Bulk-assigning recipients to form fields lets you assign every field within a form group to the same recipient in one action, instead of clicking through each field individually. This saves time when you're building Contracts that contain many input fields, such as onboarding forms, contracts, or questionnaires. The feature is available in both Contracts and Deal Rooms, and is useful for anyone preparing documents with multiple form inputs.
How to bulk-assign recipients to form fields
When you have a form group with multiple fields that all need to go to the same recipient, you can assign them in one step instead of one by one.
Open your document and locate the form group containing the fields you want to assign.
Select the form block that contains the fields.
Assign the recipient to the form group. Every field inside that group will be assigned to the chosen recipient.
If a few fields need a different recipient, adjust them individually after the bulk assignment.
Pro-tip: If most fields in a form belong to the same recipient, bulk-assign them all first, then change the few exceptions afterward. It's faster than assigning each field one at a time.
Limitations
Bulk assignment applies to all fields inside the selected form group. You cannot select only specific fields for bulk assignment.
Individual fields can still be edited after the bulk assignment if some fields need a different recipient.
Availability
Bulk-assigning recipients to form fields is included on the following plans:
E-sign: Included
Professional: Included
Enterprise: Included
Web trial: Included
Sales trial: Included