Active Voice

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Editing for accessibility

Forum|Forum|2 years ago
April 2, 2024
5 replies
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We are working on getting our petitions (documents students fill out and sign) to be accessible when it is in DocuSign. We are using one of the petitions as a test and have re-created it in Word and used Word’s accessibility checker. The questions I have pertain to the formatting of form fields when creating it in DocuSign. Should you “Add text” in a form field or leave it blank or leave it as is (the text box has the word text in it)? Should you put some wording in the “Data Label” box when editing or leave it blank? Are there other formatting tips that you have from your attempts at making something accessible in DocuSign?

eSignature

Best answer by Alexandre.Augusto

Hello, @dcurioso

Welcome to the DocuSign Community!

If you’re going to use the form many times, I suggest you create a Template.

Regarding your two questions, be on a Template or an Envelope you can add the Text fields and leave in blank (the word Add text is only to indicate you can type text on it. In cases where you want a pre filled information then you can add text in the Text field so it will show up to the signer. You can make a field optional or required.

The Best practices when adding fields in a Template or Envelope is to use the Data Label property to rename it for a more clear and understandable name, instead Text 05594-94848-99840-999 you could rename it for something shorter and descriptive.

I hope that helps!

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @dcurioso

Welcome to the DocuSign Community!

If you’re going to use the form many times, I suggest you create a Template.

Regarding your two questions, be on a Template or an Envelope you can add the Text fields and leave in blank (the word Add text is only to indicate you can type text on it. In cases where you want a pre filled information then you can add text in the Text field so it will show up to the signer. You can make a field optional or required.

The Best practices when adding fields in a Template or Envelope is to use the Data Label property to rename it for a more clear and understandable name, instead Text 05594-94848-99840-999 you could rename it for something shorter and descriptive.

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

D

dcurioso

Author

Active Voice

Thank you.

JohnSantos

Guru

Best practices is to add clear and descriptive titles to reflect their content. Also, make sure your tab order for your form fields is in order so users can navigate in sequence using their keyboard. Provide instructions to your labels if the form is complicated under the Tooltips.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

D

dcurioso

Author

Active Voice

Thank you, very helpful

Pau123

Active Voice

Great tips! Aside from accessibility info from Docusign, this third-party guide has been helpful for me too: https://doit.illinois.gov/initiatives/accessibility/guides/docusign.html

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