Adobe Sign agreements can have fields that are set up to allow the sender of the document to prefill data into the fields before the document is advanced to the Signing phase. You can set up your prefill document as a one-time send transaction, or as a reusable document by creating a Document Template Library.
The Prefill phase occurs before the Signing phase, so only these field types can have the Role set to Prefill by the sender:
The Transaction Phases occur in this order:
To set the Prefill Role before you drag the field onto the document, do the following:
To set the role for a field that has already been placed, double-click that field and choose Prefill (by Sender) from the Role pop-up menu.