Step-by-Step Guide- How to Add Fields to Your DocuSign Documents Efficiently

How do I add fields in DocuSign? This is a common question among users who are looking to streamline their document signing process. Adding fields to a DocuSign document is essential for ensuring that all necessary information is captured and signed off on. In this article, we will guide you through the steps to add fields in DocuSign, making your document signing experience more efficient and user-friendly.

Adding fields to a DocuSign document is a straightforward process that can be completed in a few simple steps. Whether you are creating a new document or editing an existing one, the following instructions will help you add fields with ease.

First, log in to your DocuSign account and navigate to the “Send” tab. Here, you will find the option to upload a new document or select an existing one from your library. Once you have chosen your document, click on the “Next” button to proceed.

The next step is to add fields to your document. To do this, click on the “Add Fields” button, which is located on the left-hand side of the screen. This will open a menu with various field types to choose from, such as text fields, signature fields, date fields, and more.

Let’s take a closer look at how to add different types of fields:

Text Fields: To add a text field, simply click on the “Text Field” option from the menu. Then, drag and drop the field onto your document. You can customize the field by entering a field name and setting the character limit.

Signature Fields: Signature fields are used to capture electronic signatures from the document recipients. To add a signature field, select the “Signature Field” option and place it on the document where you want the recipient to sign. You can also add a date field to the same location, which will automatically fill in the date of signing.

Date Fields: Date fields are useful for capturing the date when a document is signed. To add a date field, choose the “Date Field” option from the menu and position it on the document where you want the recipient to enter the date.

Checkbox Fields: Checkbox fields are used to indicate whether a recipient agrees to certain terms or conditions. To add a checkbox field, select the “Checkbox Field” option and place it on the document where you want the recipient to check the box.

After adding the desired fields to your document, it’s important to review the layout and make sure everything is in the correct position. You can move, resize, or delete fields as needed by clicking and dragging them around the document.

Once you are satisfied with the layout of your document, click the “Next” button to proceed. You will then be prompted to enter the recipient’s email address and any additional information you may need. Finally, click the “Send” button to send the document for signature.

By following these steps, you can easily add fields to your DocuSign documents, making the document signing process more efficient and user-friendly. If you encounter any issues or have questions about adding fields in DocuSign, don’t hesitate to reach out to the DocuSign support team for assistance.