I think I should be able to put a document in an envelope template.
My situation: I have a template that is used to create a document. I put that document in envelope and add a signature envelope recipient. Now I have to add fields to that envelope before I can send.
I would like to be able to put document in a ready made envelope. The field I add to my envelope are the same. The only difference is the document I put in the envelop and the signer is different.
1) My document changes everytime
2) My signer changes everytime
3) My envelope fields stay the same everytime.
Create an envelope from a document. Add signer and add recipient fields.
I would like to
Create an envelope from template. Add document and modify recipient. - I would like all the fields in the template to move into the new envelope.
Any thoughts or suggestions?