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Question

How to Setup Required Field to Complete By Sender


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Need instructions on how I can setup data fields on a document that requires the sender to complete before the documents is sent to the recipients.

2 replies

Matthew.Farler
Docusign Employee
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  • Docusign Employee
  • 34 replies
  • January 30, 2025

Hello,

Mandatory pre-fill fields allow for just that scenario!  The best thing to do is to create a template and add Mandatory Pre-Fill text fields onto it.  Then, whenever a sender tries to use that template, they’ll be required to fill them in before they can send.  Here’s some more information on Pre-Fill fields:  https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=nwo1611173513994.html&_LANG=enus

Hope this helps!


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  • Community Moderator
  • 143 replies
  • February 5, 2025

Hello ​@joyce.eng ,
 

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