I want to add a field in the “Add recipients” part.How to edit “Add recipients”?
For example,I want to add “role” field,It is a list item.it have “admin” add “customer” options.
As shown in the figure:
Add role field under the Email
I want to add a field in the “Add recipients” part.How to edit “Add recipients”?
For example,I want to add “role” field,It is a list item.it have “admin” add “customer” options.
As shown in the figure:
Add role field under the Email
Hello
Thank you for reaching out to the Docusign Community.
Currently, there is no option to achieve this, the closest option would the Template Roles, please see To Create a template for more information.
However, any feedback that can improve our users’ experience is always welcome. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.
Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.
Let us know if you need further assistance.
Best regards,
Christopher | Docusign Community Moderator
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