{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/f92eb6461b374c49b9b1c5cbf5b505d6\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/f92eb6461b374c49b9b1c5cbf5b505d6-c599db1b0c26197e.gif","duration":121.2668,"title":"Streamline Your Onboarding Process with Pre-Filling Features! ✍️","description":"In this video, I demonstrate how HomeCare Pro allows you to pre-fill information into fields in a template before the signing process begins. This feature, which we call pre-filling, significantly streamlines the completion of e-signature packets, making it easier for caregivers to onboard with our agency. I walk you through configuring fields by accessing the advanced settings and adding the appropriate API ID for the information you want to pre-fill, such as the caregiver's phone number or address. Once you save the template, these configurations will apply to all documents generated for signature. I encourage you to implement this feature to enhance efficiency and improve our onboarding experience."}