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How do I post a document with working links to other documents?

  • September 4, 2019
  • 15 replies
  • 162 views
C
Docusign Employee
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We have a Master Agreement which is referred to in our document and there is a "link" in the document that should take the signers to that other document. Can this be done and if so how? Thank you!

Best answer by Community Expert

You can create a Hyperlink in a DocuSign field and add it to the document in the envelope as outlined here...

https://support.docusign.com/en/articles/How-to-create-a-hyperlink-in-DocuSign

These hyperlinks basically open a new browser window to that externally available webpage or document.

15 replies

C
Docusign Employee
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  • Community ExpertDocusign Employee
  • Docusign Employee
  • Answer
  • September 4, 2019

You can create a Hyperlink in a DocuSign field and add it to the document in the envelope as outlined here...

https://support.docusign.com/en/articles/How-to-create-a-hyperlink-in-DocuSign

These hyperlinks basically open a new browser window to that externally available webpage or document.

C
Docusign Employee
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Hi David, So is the only way to use a Hyperlink is buy adding the supplemental documents? Please don’t hesitate to contact me with any questions! Regards, [https://platform.vanare.com/media/junxure_logo.png] Charleen Fragomeni Lead Administrative Assistant 3651 Trust Drive, Raleigh, NC 27616 866.586.9873 ext. 2120 www.junxure.com<http://www.junxure.com/> Join us in San Diego for our 2019 >drive summit this September 23-25!
C
Docusign Employee
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I followed the instructions step by step but my links will not open??? Please don’t hesitate to contact me with any questions! Regards, [https://platform.vanare.com/media/junxure_logo.png] Charleen Fragomeni Lead Administrative Assistant 3651 Trust Drive, Raleigh, NC 27616 866.586.9873 ext. 2120 www.junxure.com<http://www.junxure.com/> Join us in San Diego for our 2019 >drive summit this September 23-25!
C
Docusign Employee
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What happens when you send the envelope and then try to click on the Hyperlinks you added to DocuSign? Error message? Nothing?

Have you verified your browser isn't blocking Pop-ups?

C
Docusign Employee
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When I click on the links nothing happens. Please don’t hesitate to contact me with any questions! Regards, [https://platform.vanare.com/media/junxure_logo.png] Charleen Fragomeni Lead Administrative Assistant 3651 Trust Drive, Raleigh, NC 27616 866.586.9873 ext. 2120 www.junxure.com<http://www.junxure.com/> Join us in San Diego for our 2019 >drive summit this September 23-25!
C
Docusign Employee
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Verify you have turned off "pop-up" blocking in your browser. It sounds link the link is clickable which means the custom field you created is most likely correct. If the URL was wrong then typically you would get to the wrong page or an error. If the issue is a pop-up blocker then typically when you click on a link nothing happens cause the pop-up isn't able to appear.

C
Docusign Employee
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Hi David, I have turned off the pop up blockers. When I hover over the “link” nothing happens – I don’t get the “arrow” to double-click to open the url….. I have checked the URL and it is a good address. Please don’t hesitate to contact me with any questions! Regards, [https://platform.vanare.com/media/junxure_logo.png] Charleen Fragomeni Lead Administrative Assistant 3651 Trust Drive, Raleigh, NC 27616 866.586.9873 ext. 2120 www.junxure.com<http://www.junxure.com/> Join us in San Diego for our 2019 >drive summit this September 23-25!
C
Docusign Employee
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Are you viewing this as a Recipient?

Also could you either send a image of the Custom Field you created or add the exact text that was added to the Tooltip area of the Custom field?

C
Docusign Employee
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Hi David, I decided to go back and start from scratch – and this time the links worked! So sorry for all of the inconvenience I sent your way! Thank you for your patience and working with me! Have a great weekend! 😊 Please don’t hesitate to contact me with any questions! Regards, [https://platform.vanare.com/media/junxure_logo.png] Charleen Fragomeni Lead Administrative Assistant 3651 Trust Drive, Raleigh, NC 27616 866.586.9873 ext. 2120 www.junxure.com<http://www.junxure.com/> Join us in San Diego for our 2019 >drive summit this September 23-25!
C
Docusign Employee
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Hello, Im having the same issue. The hyperlinks sets up fine, but then when I try sending it to myself to test it out, the link doesn't work. When I go over it with my mouse, there's no arrow or pointer.

Adding screenshots to helpScreen Shot 2022-02-09 at 11.53.16 AMScreen Shot 2022-02-09 at 11.53.27 AM

C
Docusign Employee
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@Laura Monteleone​ Please review the following article, the field you created does not follow the rules necessary for that field to be a Hyperlink.

https://support.docusign.com/en/articles/How-to-create-a-hyperlink-in-DocuSign

C
Docusign Employee
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Hi David,

thanks for the quick reply. I followed it exactly all over again but I dont know what I'm doing wrong. I realized that maybe I needed to add "#HREF_" before? which i did now, but still doesn't work. Can you let me know what you noticed that I did wrong?Screen Shot 2022-02-09 at 12.11.41 PMScreen Shot 2022-02-09 at 12.11.30 PM

C
Docusign Employee
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The Name must be set to #HREF_DocuSignSupport. This is a requirement for the field to work properly. You cannot add you own field name after the #HREF. You can create multiple custom fields with that same Name and need to unfortunately differentiate and pick the correct field when placing on the document.

C
Docusign Employee
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thank you!!! it works! It wasn't totally clear that I had to write exactly that, I thought it was just an example.

C
Docusign Employee
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Glad its working. There is definitely room for improvement on this Hyperlink ability especially so you can more easily differentiate but at least it works.

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