@Sue H My suggestion would be to have two boxes where you place DocuSign Radio Buttons and then the Recipient selects either Radio Button A (self insure) or Radio Button B (policy), then you setup field conditionality on each of those Radio Buttons to open up a corresponding DocuSign “Initials” field.  So there would be two Initial boxes added lets call then Initials A and Initials B, then the condition would be if the Radio Button A is selected it opens up the required Initials A, then Radio Button B opens up the Initials B field.

For more on setting up Conditional fields see the article below:

https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=hew1578456460132.html&_LANG=enus

Thank you David!  I’ll work on this! Sue

​Hi @Sue H,

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Alejandro R. | Docusign Community Moderator   

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

Good Morning Alejandro,

Thank you for this email. I did peruse around to see if I could create these ‘radio buttons’ however I wasn’t able to do it. Now I see the link for a tutorial. I will look at this this week. 

I do have another issue I’d like to figure out: I am using this for customers to e-sign a lease and a credit card authorization form. I would like to be able to open the lease within Docusign and before I send it to them, I add their name, size of unit, pricing etc before I send them the lease to e-sign and initial etc. Right now I open the lease in WORD, put name etc into the WORD document, save it, then go to docusign, browse documents to add the just-created-new lease. Is this the only way to do it? 

PS I have not done any tutorials. I signed up once for a ‘podcast’ presentation but couldn’t make the time slot. 

Thank you, Sue Henric