Summary: Copy and paste document fields during preparation
Enhancements
Proof DEPLOY-1299 shipping on April 06, 2026
Copy-paste document fields
Users can now copy and paste document fields within the document and document template editor using standard keyboard shortcuts (Cmd/Ctrl+C and Cmd/Ctrl+V). All field attributes are preserved, including anchor text, field instructions, and signer assignment, and fields can be pasted within the same page or across pages in the same document (BIZ-5507).
- Audience: Available in business (including NST), title, and lender portals
- User Roles: All users with access to edit documents on transactions or document templates (owners, admins, CLOPS, template managers, and anyone with send & manage permissions). Not yet available to signers or notaries.
- Availability: Default on for all eligible users
- Release Stage: General availability
- Transaction Types: All draft and future transactions
Updated