Efficiently Expand Your DocuSign Workflow- A Step-by-Step Guide to Adding Custom Fields

How to Add Fields in DocuSign: A Comprehensive Guide

In today’s digital age, electronic signatures have become an integral part of business processes. DocuSign, a leading eSignature platform, allows users to easily add fields to their documents, making it easier to collect and manage signatures. Whether you are a small business owner or a corporate professional, understanding how to add fields in DocuSign can streamline your workflow and enhance document management. In this article, we will provide a comprehensive guide on how to add fields in DocuSign, ensuring that you can make the most out of this powerful tool.

1. Log in to your DocuSign account

The first step in adding fields to your documents in DocuSign is to log in to your account. Go to the DocuSign website and enter your username and password to access your dashboard.

2. Create a new envelope or select an existing one

Once you are logged in, you will see the envelope management page. To create a new envelope, click on the “Create” button and select the type of envelope you want to create (e.g., blank envelope, document request, or custom envelope). If you have an existing envelope, you can select it from the list to edit or add fields.

3. Add a document to your envelope

After creating or selecting an envelope, you will need to add a document to it. Click on the “Add Document” button and upload the file you want to use. You can upload documents in various formats, such as PDF, Word, or PowerPoint.

4. Add fields to your document

Once the document is uploaded, you can start adding fields. To do this, click on the “Add Fields” button, and a dropdown menu will appear. Select the type of field you want to add, such as a signature, date, or text box. Click on the document area where you want to place the field, and drag it to the desired location.

5. Customize your fields

After adding a field, you can customize it to fit your needs. Click on the field to open the field properties panel. Here, you can set the field name, add a placeholder text, and configure other options, such as required fields or default values.

6. Review and send your document

Once you have added and customized all the fields, review your document to ensure everything is in place. Click on the “Send” button to send the document to the intended recipients. You can choose to send it via email, SMS, or by generating a link that can be shared.

7. Track and manage your documents

After sending your document, you can track its progress using DocuSign’s real-time tracking feature. You will receive notifications when recipients sign or decline the document, allowing you to manage your documents efficiently.

In conclusion, adding fields in DocuSign is a straightforward process that can significantly improve your document management. By following this comprehensive guide, you can easily add fields to your documents, customize them to suit your needs, and streamline your workflow. Embrace the power of DocuSign and take your electronic signature experience to the next level.