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How to drop and drag esignature fields?

  • 16 March 2022
  • 1 reply
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How to drop and drag esignature fields?

Hi Claudia,

Thank you for reaching out to the DocuSign Community.

When you create an envelope or a template and add your signers, you can click on the Next button to navigate to the tagging screen, in there you can add a unique set of fields for each recipient.

On the left side of the screen, you will see a list of our standard fields you can click them and drag them to your document and place them where you want your recipient to fill out the information, please keep in mind that the fields are color-coded to make it easier for you to identify which fields belong to which recipient.

field typesSome fields automatically populate with the signer's data, while others require the signer to enter some information or make a choice. When you add fields to a document, you can define field properties, such as font styling and character limits. 

You can also create custom versions of standard fields and save them for reuse on future documents that you send. You will be able to define any combination of field properties, such as font type or size, validation settings, or auto place action. Custom fields help speed up your document preparation by allowing you to save fields customized for your use. 

Please keep in mind that available options may vary based on your account plan and selected payment method. Your account plan might not support some options. For more information about which options are available for your account, you can review your account plan with your Account Team or contact DocuSign customer support.

You might find the following information useful:

https://support.docusign.com/en/guides/ndse-user-guide-add-fields 

https://support.docusign.com/en/guides/ndse-user-guide-field-types 

Please let us know if you need further assistance. You can always create a case to have a Support agent work the case with you.

https://support.docusign.com/en/contactSupport 

If you are not able to open the case on the same page, you should scroll down to More Support Options and select "I can't reset my password or don't have an account." you will have the option of filling out the form or calling Support.

Thank you for using DocuSign, we hope you have a wonderful rest of your day!

Best regards,

Rebeca | DocuSign Community Moderator


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