+1Hi,
I have an envelope with seven different documents both Excel and Word.
They need to be signed from a supplier and our management.
When creating the envelope, I didn’t see buttons/ options to set and define the signature fields.
Strangely, before submitting the envelope for signature, DocuSign system asks me if I don’t prefer adding fields.
My question is: HOW?
Thank you for your help!
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
Signature and other recipient fields are added during the Add Fields/Tagging step after you upload your documents and add recipients. To access this screen, click Next after adding the recipients, then select a signer and drag the required signature fields onto the document. Fields can only be assigned to recipients who are designated as signers.
If you were prompted to add fields but did not see the field placement options, please let us know how the envelope was created (from the web app, a template, or an integration). Please send the Envelope ID via private message so we can review the envelope configuration and investigate further.
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Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer."
Hello
How are you? I'm just checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved.
If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!
If you found the response to be a valuable solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped. Feel free to Like👍and click "Best Answer."
+1Hello
How are you? I'm just checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved.
If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!
If you found the response to be a valuable solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped. Feel free to Like👍and click "Best Answer."
Hello Cassandra,
finally, and unexpectedly, it worked once I sent the documents.
The system asked me to define signature fields for each document.
Thank you.
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