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Question

Custom fields not visible to admin (goal: to create hyperlink)

Forum|Forum|1 year ago
October 25, 2024
5 replies
135 views

We want to insert a hyperlink into our document which forwards the reader to our general terms and conditions. I found the manual on Docusign on how to add a hyperlink by creating a custom fields. We were logged in as Admin, but our menu was different and ‘custom fields’ was not available.

Is creating a custom field only available to certain accounts? And if it's not an option for us, does anyone know how to add a hyperlink via a text field? I did a few attempts, but without any luck.

Thanks in advance!

Hengfeng Ge

Hero

So you setup as the document: https://support.docusign.com/s/articles/How-to-create-a-hyperlink-in-DocuSign?language=en_US&rsc_301 ?

could you share a screenshot of you menu in the admin console?

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C

Christopher.Alpizar

Docusign Employee

Hi @Sara V,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

A

AshishK121212

Newcomer

There is no “Document Custom Field”

See snip below.

C

Christopher.Alpizar

Docusign Employee

Hello @AshishK121212,

Thank you for reaching out to the Docusign Community.

Are you the only Admin in the account?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C

Christopher.Alpizar

Docusign Employee

Hi @AshishK121212,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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