DocuSign: Adding Fields in 2020
This guide provides a step-by-step tutorial on how to add fields within DocuSign, a leading platform for electronic signatures and intelligent agreement management.
Main Points:
Accessing DocuSign:
- Open your preferred web browser and navigate to the DocuSign website.
- Locate and click the login option on the homepage.
- Once logged in, you'll be directed to your DocuSign home, which serves as your document management control center.
Initiating Field Addition:
- On your DocuSign home, look for the start button to begin the process of adding fields to a document.
- You'll need to input essential details such as recipient names, email addresses, and any specific messages.
Adding Standard Fields:
- Click next after filling out the initial recipient information.
- The tutorial focuses on using Standard Fields, which are crucial for creating customizable documents.
- Available fields include:
- Signature Fields
- Dates
- Text Boxes
- And more.
- These fields can be easily dragged and dropped onto your document as needed.
Best Practices for Field Placement:
- Consider the flow and logic of the document from the recipient's perspective.
- If the document is for multiple recipients, pay attention to the order in which fields will be filled out to ensure logical data capture.
Review and Finalization:
- After placing all necessary fields, thoroughly review your document.
- Double-check the accuracy of field placement and ensure all required fields are included.
- A comprehensive review helps prevent future issues.
Key Takeaways:
- DocuSign offers a user-friendly interface for adding essential fields to documents.
- Utilizing "Standard Fields" is the primary method for customizing documents for electronic signatures.
- Strategic placement of fields, considering recipient flow, is vital for efficient document processing.
- A detailed review of the document before sending is a critical step to avoid errors.
- Practicing the process will help streamline document workflows.
By following these steps, users can effectively add fields in DocuSign, preparing their documents for signatures and approvals.