Bulk-assigning recipients to form fields lets you set who fills in what without clicking through each field one at a time. Assign every field in a form group at once, or select just the fields you want and assign those together. You can also reassign a set of fields to someone else at any point, which is what you need when the signer changes or a new person joins the deal.
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.
Assign or reassign a selection of fields
Open the document and find the fields you want to change.
Select the fields. You can select more than one.
Choose the recipient. Every selected field is assigned to them in one action.
Use this when only some of the fields in a group belong to one person, or when you need to move fields from one recipient to another on a document you have already built.
Pro-tip: If every field in a group belongs to the same person, assign the whole group at once. If only some of them do, select just those fields and assign them together.
Limitations
Individual fields can still be edited after assignment if some fields need a different recipient.