When i put tags in the document, I generally need to include some text or data (i.e. a price for the agreement). This seems like an incredibly basic question, but i can't seem to do this correctly so that my clients who receive the document can see what i've entered in the space.
For example, I'm sending to a husband and wife who will need to sign, as will I. Generally I make sure the user on the upper right hand side of the docusign is on me, not my clients, then I add a text box (data field in the old version) and type in $1000. When i send it to the client, they still see a blank. If i add the text box as one of my clients, presumably anyone else on the envelope wouldn't be able to see it (their spouse, etc). What am I doing wrong? Thanks!!