How-To Create a SecureField

Have you ever sent a document to your signers and needed to collect information from them, along with their electronic signatures? This video will show you how to create a secured field in DocuSign to collect information from your signers.

Creating a SecureField in DocuSign's eSignature Service

1. Select “Account” then “Manage SecureFields” from the menu bar in DocuSign
2. Click the “Add” button on the Manage SecureFields page
3. To create a radio button to guide your signers' choices, select “Radio Button” from the Type list.
4. Enter a group name, remembering to use the same group name for a set of radio buttons on your document.
5. Click the “Required” check box to make sure your signers make a choice from among your radio buttons in a group
6. Click “Save”

You've created a secured field that enables you to collect information from your signers! In this example, we created a set of radio buttons. You have other options for creating a secured field, available in the Type list.

For more information about SecureFields, take a look at the QuickStart Guide. Look at the DocuSign Web site for more information on DocuSign's eSign services or for additional eSign support resources!