video1.0<iframe src="https://www.loom.com/embed/f92eb6461b374c49b9b1c5cbf5b505d6" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f92eb6461b374c49b9b1c5cbf5b505d6-c599db1b0c26197e.gif121.2668In 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.