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Change field name

Forum|Forum|2 years ago
March 30, 2024
4 replies
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How do I edit/change the field name in a template?

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Best answer by Alexandre.Augusto

Hello, @Delta Hinson

Welcome to the DocuSign Community!

When editing your template, select a field, go to the properties panel on the right, find Data Label then rename for a more understandable name. Fields are automatically named using the type of field + a random number.

It’s a best practice rename the fields using the Data Label property.

I hope that helps,

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Delta Hinson

Welcome to the DocuSign Community!

When editing your template, select a field, go to the properties panel on the right, find Data Label then rename for a more understandable name. Fields are automatically named using the type of field + a random number.

It’s a best practice rename the fields using the Data Label property.

I hope that helps,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

C

Christopher.Alpizar

Docusign Employee

Hi @Delta Hinson,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was 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, 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.

D

Delta Hinson

Author

Newcomer

Christopher,

Good morning and thank you for your email.

Unfortunately, the information I received earlier concerning my question about changing the field name was not helpful. I tried following the instructions in the email but there was not a properties panel on the right.

I could still use the help if it’s available.

R/

Delta

C

Christopher.Alpizar

Docusign Employee

Hello @Delta Hinson,

I hope you are doing well.

I apologize for the inconvenience, I know the importance of having the ability to change the field's name as needed. I understand that you are unable to use your mobile app.

I will be more than happy to assist you, would it be possible for you to provide a screenshot of the add fields section during the template creation?

Field properties allow you to customize and control various aspects of the fields in your documents. These properties include making fields required or optional, changing the recipient, setting data validation rules, adjusting font and color, hiding recipient's entry for security, and establishing conditional field relationships. These properties can be applied to individual fields or multiple fields simultaneously. Edit Field Properties

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some 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.

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