docusignapi

Data Population Scope in DocuSign


Could you help me: How can I change the Data Population Scope in DocuSign settings? I tried to configure the text field data replication. But these settings only apply to fields with the same Data Label for a single file/document. I found this article: DocuSign Support I see here that it is possible to change the scope. But how???

Thank you in advance!

P.S. I used this video: How To Replicate Text Fields Data in DocuSign Templates And Envelopes. I see that it is possible to duplicate data both inside the page and inside the template. But I can use this function only with pages. How can I duplicate the data in the template scope?


Solution

  • Updated Answer

    The Data Population Scope can now be changed by an account administrator. The Sending / Automatically replicate information in fields with the same data label setting is used.

    In November 2024, a new Envelope/Template property will be added to enable the scope to be changed at the envelope level. Values:

    Previous Answer

    Only way to change the Data Population Scope is to contact DocuSign Customer Support. They can help you do this, there's no UI Settings to do that yourself.