Adding DocuSign Fields to a Template

After you create a template from your data set, you can begin to map your DocuSign Fields. Once you open your template, you can add your DocuSign field and configure it to match your use case.

Note:You can have a signature placeholder in the template for an in-person signing ceremony and a different signature placeholder in the same template for a sign by e-mail ceremony for a different recipient. When Designers add fields in this manner, the DocuSign envelope sends both an email and provides an in-person link to both recipients.
1. In your template, place your cursor where you wish to add the signature block.
2. In the Template Builder tab, select the E-signature button.

The blank E-signature field displays with the message " Select or tap here to configure."

The Mapping window displays.

Adding E-signature field

3. In the Mapping window, select the Formatting tab.

The Formatting window displays.

4. In the list view, select the E-signature option.

The Mapping window refreshes with the E-signature options in grayscale.

5. Select the checkbox next to the Insert DocuSign element.

The E-signature settings display in color and can be edited.

Field Name

Function

Signature

The signer signs with their full name. The system requires this field in order to complete the signature procedure.

Initial

The signer signs with their initials. The system requires this field in order to complete the signature procedure.

Optional signature

The signer signs with their full name. The field will be optional for the signer.

Optional initial

The signer signs with their initials. The field will be optional for the signer.

Date signed

Fills with the date your signer added their signature.

Signer full name

Fills with your signer's full name in print.

Signer first name

Fills with your signer's first name in print.

Signer last name

Fills with your signer's last name in print.

Signer e-mail address

Fills with your signer's e-mail address.

ID of the DocuSign envelope

Inserts the Envelope IDClosed DocuSign assigns a unique Envelope ID for each envelope created. of the DocuSign envelope.
6. In the Type dropdown menu, select the type of field you wish to add.
7. Select the Configure button.

The Recipient window displays.

Enabling and selecting DocuSign field type

Figure 1-110   Enabling and selecting DocuSign field type

Decision Info: If you want to have your recipients sign via e-mail you'll want to select Sign. If you want your recipients to sign in person via a human interaction, select Sign in Person.
8. In the Action dropdown menu, select Sign.
Decision Info: You can input the e-mail and name for the fields by typing in the info in the Recipient window. However, we recommend using your data set to ensure that your document is scalable for your organization. Mapping the fields with your data set ensures that you can get consistent resultswithout having to configure your E-mail and Name fields repeatedly manually.
9. Determine how you want to fill your E-mail and Name fields
9.1. To fill in your E-mail and Name fields by typing them, continue to STEP 10 on .
9.2. To fill in your E-mail and Name fields with fields from your data set, skip to STEP 14 on .

Select Action type

Figure 1-111   Select Action type

Configure Recipient field with Rich Text

10. In the E-mail field, type in the e-mail of your Recipient.
11. In the Name field, type in the name of your Recipient.
12. Select the OK button.

The Recipient window no longer displays.

Complete Recipients fields with typed input

Figure 1-112   Complete Recipients fields with typed input

13. Select the OK button.

Confirm DocuSign field config

Figure 1-113   Confirm DocuSign field config

14. In the Mapping field, select the OK button.

Confirm DocuSign field config

Figure 1-114   Confirm DocuSign field config

The Mapping window no longer displays.

The E-signature field displays with E-signature above and within the field.

Figure 1-115   Configure E-signature field

Configure Recipient field with mapped Data Set fields

15. In the E-mail field, select the green fields icon.

The Select Field window displays.

Open Select Field window

Figure 1-116   Open Select Field window

16. Use the scroll bar or the search field to locate your desired field from your data set.
17. Double-click your desired field.
18. Select the OK button.

The Select Field window no longer displays.

Select mapped field

Figure 1-117   Select mapped field

19. Repeat STEP 14 through STEP 17 for the Name field.
20. In the Recipient window, select the OK button.

The Recipient window no longer displays.

In the Mapping window, your mapped data set info displays next to the Configure button.

Figure 1-118   Close configured Recipient window

21. Select the OK button.

The E-signature field displays with E-signature above and within the field.

Confirm DocuSign field config

Figure 1-119   Confirm DocuSign field config