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Newcomer
May 20, 2024
Solved

Requirements for Documents

  • May 20, 2024
  • 3 replies
  • 72 views

I am working on creating folders with set templates for documents that I will be frequently sending out for signatures and completion. I need to add text boxes for the possibility of a client needing to fill it in. Will there be a problem if the client does not need to fill the text box out because it doesn’t pertain to them or does everything need to be filled out to send back?

Best answer by JohnSantos

@dbreudrl - No.  That should not be a problem.  You can simply make these fields not required by not checking the “Required Field” checkbox.

 

3 replies

JohnSantos
Guru
Guru
May 20, 2024

@dbreudrl - No.  That should not be a problem.  You can simply make these fields not required by not checking the “Required Field” checkbox.

 

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Docusign Employee
June 4, 2024

Hi @dbreudrl,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | Docusign Community Moderator   

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

 

Docusign Employee
June 19, 2024

Hi @dbreudrl,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | Docusign Community Moderator   

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