Once your envelope includes files, recipients, and messages, you add the fields that instruct your signers to provide their signature, initials, or other information. You add a unique set of signing fields for each recipient.
Note: If you find you cannot add fields to the documents and templates you create, most likely this is because of your user permission profile. Contact your DocuSign administrator and ask to adjust your permission settings. These settings are documented in this administrator help guide.
The Add Fields view has the following basic areas:
When recipients review your document, they navigate through the fields based on the Auto-Navigation setting for your account. Your DocuSign administrator sets this option using the DocuSign Admin view. The default behavior is to navigate through all fields on the document. Alternate navigation options include Page only, where recipients scroll through documents manually, and Navigate Required Fields, which steps recipients through just the fields marked as required. If you use Radio Buttons on your documents, the options to navigate blank required fields are recommended for a smoother signing experience.
Start a new envelope and add documents and recipients as usual, and then click Next.
In the recipients list at the top of the page, select a person to add fields for.
Note: The fields you add apply only to the selected recipient and are color-coded to match the recipient's color. You can only add fields for the recipients you designated as signers.
Select two or more fields (SHIFT+Click or click and drag), and use the alignment tools in the Field Properties panel.
There are several shortcut keys available in the Add Fields view. These shortcuts provide an alternative to mouse control to perform common actions on your recipient fields. Here are a few of the most commonly used shortcuts. See the Shortcut Keys guide for a complete list:
Change recipient: Ctrl+Shift+. or Ctrl+Shift+,
For more information on topics related to adding fields, see the following:
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