How to allow customer to choose signing options

Hello ​@Vince the broker,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and want to assure you that we are fully committed to providing you with the best service possible.

We highly recommend for you to use the radio button in your envelope. Radio buttons provide a list of options and allow the user to select only one. They are most useful for yes/no questions or to select a single preference from a list of choices. Once one of the radio buttons has been selected, it can only be unselected by selecting another radio button. Because of this, you should always use at least two radio buttons to prevent forcing the customer to make a choice or agreement they did not intend to make.

When adding radio buttons to a document, they are all placed as a single group. Within this group, the creator can add, remove, or position the individual buttons. An optional tooltip can also be added to give the recipient more guidance in their choice.

Radio buttons, as a group, can be required or optional. If you select the Required Field property, your recipient must select one of the options in order to finish signing.
 

Creating a radio button with a conditional field in DocuSign can be a great way to streamline your document workflow. Here’s a step-by-step guide to help you set this up:

Step-by-Step Guide
     

Step-by-Step Guide

1. Log in to DocuSign:

Open your DocuSign account and navigate to the document you want to edit.
2. Add Radio Buttons:

Drag and drop the "Radio Button" field from the left-hand menu onto your document.
Configure the radio buttons as needed (e.g., Yes/No options).
3. Set Up Conditional Logic:

Click on the radio button group to open its properties.
In the properties panel, look for the "Conditional Logic" section.
Click on "Add Rule" to create a new conditional rule.
4. Define the Condition:

Specify the condition that will trigger the display of the additional field. For example, if you have a "Yes" radio button, you can set the condition to show a text field when "Yes" is selected.
5. Add the Conditional Field:

Drag and drop the field you want to display conditionally (e.g., a text field) onto the document.
Configure the field as needed (e.g., make it required if necessary).
6. Link the Conditional Field to the Radio Button:

In the properties of the conditional field, set the visibility to be dependent on the radio button selection.
Ensure that the conditional field is only visible when the specified radio button (e.g., "Yes") is selected.
7. Save and Test:

Save your document and send a test envelope to ensure that the conditional logic works as expected.

Example Scenario
Imagine you have a form where the signer needs to indicate whether they have additional comments. You can set up a radio button with "Yes" and "No" options. If the signer selects "Yes," a text field will appear for them to enter their comments.
 

Tips
Preview: Always preview your document to ensure the conditional logic works correctly.
User-Friendly: Make sure the instructions are clear for the signer to understand what is required.
 

Also, at Docusign University portal you can register for free trainings and webinar. There are Self-paced trainings too.

Here you can download a complete guide to create advanced templates including several examples regarding using Conditional fields:

https://dsucustomers.docusign.com/km-guide-building-advanced-templates-become-a-nigo-ninja-part-iv/1727389
 

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Let us know if you need further assistance with this. Thank you!

Best regards,

Ma. Cassandra | Docusign Community Moderator

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

Hello ​@Vince the broker,

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know and I will gladly help you address the situation as soon as possible.

Best regards,
Ma. Cassandra | Docusign Community Moderator

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

The suggestion unfortunately did not solve my problem as I need initials in the boxes selected, not a dot. The client needs to be able to make a choice by entering their initial in one of 2 boxes. A dot or box selection will not suffice

It is a unique issue that I have never seen on any other form I have ever worked with.
Previously clients were in face to face meeting to sign the forms or would print them off, sign and send back. Using docusign was supposed to simplify the process but that is not turning out to be the case.

The only work-around I could find was to unselect the boxes as “required field”.

This poses two problems, despite painstakingly detailed instructions I have wrote out to clients, they are still human.

The first problem that can arise is clients will complete the form by not initialing a box as it will allow them to complete the form without entering any initial. Many people skip through and just complete the boxes that come up and don’t bother to read the form.

The second problem that arises is that clients will enter initials for all the boxes.
Both problems have happened to on a couple occasions.
The challenge is that when the client completes the envelope, it cannot be corrected and I have to send a whole new form and detail what they did wrong, costing more money, my valuable time and increasing client frustration.

I will be ending my subscription at the end of my current plan.
It is not because of the above mentioned issue, it is because the way you market your annual plans is designed to give the buyer the impression that there are 100 envelopes per month when in fact it is 100 envelops total for the year and I would have to purchase more.
Doing the math the monthly plan would give me 20 more envelopes
I am sure it is working well for you in getting people to sign up for annual plans but I am not a fan of being tricked and tend to cut ties with businesses that act in that manner.

Adobe Acrobat offers the same solution for $30/mth and has unlimited envelopes, they are quite straight forward with their pricing.
I have no need for the fancy additional features, I just need to be able to send out a document for clients to sign easily

I would suggest adjusting how you advertise your packages as I am not the only one who perceived your marketing this way.

Regards

Hello ​@Vince the broker,

I’m sorry to hear that you still have the same issue. I agree with you that using Docusign when signing a document should be easy. 
To further assist you, I highly recommend for you to create a support case and so you can have the option to arrange a meeting for screen sharing about this matter.

The workaround is to submit a case without logging into your account by using the “I can’t access my account” option at the bottom of the page and providing complete details of the issue in the Case description.

https://support.docusign.com/s/contactSupport?language=en_US&rsc_301

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Best regards,

Ma. Cassandra | Docusign Community Moderator

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

Hello ​@Vince the broker,

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know and I will gladly help you address the situation as soon as possible.

Best regards,
Ma. Cassandra | Docusign Community Moderator

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