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