How To Add Fields In DocuSign

How To Add Fields In DocuSign

1. Log In: Access your DocuSign account.
2. Create or Open a Document: Start a new envelope or select an existing document.
3. Click on 'Add Fields': Locate the option to add fields to your document.
4. Select Field Type: Choose the type of field you want to add (e.g., signature, date, text).
5. Drag and Drop: Place the selected field onto the document where needed.
6. Adjust Field Properties: Customize the field settings as required (e.g., required, optional).
7. Save Changes: Ensure all modifications are saved before sending the document.
8. Send Document: Complete the process by sending the document for signing.