Unlocking Personalization- A Step-by-Step Guide to Creating Custom Fields in DocuSign

How to Create Custom Fields in DocuSign

Creating custom fields in DocuSign can significantly enhance the efficiency and personalization of your e-signature process. Whether you’re sending out a contract, form, or agreement, custom fields allow you to tailor the document to meet your specific needs. In this article, we will guide you through the process of creating custom fields in DocuSign, ensuring that your documents are both user-friendly and adaptable.

Step 1: Log in to Your DocuSign Account

To begin creating custom fields, you first need to log in to your DocuSign account. If you don’t have an account yet, you can sign up for a free trial or purchase a plan that suits your requirements.

Step 2: Navigate to the Form Editor

Once logged in, navigate to the “Forms” section of your DocuSign account. Click on the “Create Form” button, and then select “Create from a document” to upload the document you want to customize.

Step 3: Add a Custom Field

After uploading your document, you will enter the Form Editor. Here, you can add custom fields by clicking on the “Add Field” button. Choose the type of field you want to add from the available options, such as text, date, or signature.

Step 4: Customize the Field

Once you’ve added a custom field, you can customize it by clicking on the field and selecting the “Field Properties” option. Here, you can set the field’s name, format, and other properties. For example, you can set a date field to only accept dates within a specific range or a text field to limit the number of characters entered.

Step 5: Place the Field in Your Document

After customizing the field, drag and drop it into your document at the desired location. You can resize and reposition the field as needed to ensure it fits well within your document.

Step 6: Save and Send Your Document

Once you’ve added all the necessary custom fields and customized your document, save your changes. You can then send the document for signature by clicking on the “Send” button. Your recipients will receive an email notification with a link to sign the document.

Step 7: Review and Edit Your Custom Fields

After your recipients have signed the document, you can review and edit your custom fields as needed. To do this, navigate to the “Sent” section of your DocuSign account and click on the document you want to review. From there, you can access the Form Editor and make any necessary changes to your custom fields.

By following these steps, you can easily create custom fields in DocuSign and improve the overall e-signature experience for you and your recipients. With custom fields, your documents will be more adaptable and user-friendly, making the process of obtaining signatures faster and more efficient.