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We have a 5 page document to send out with many questions the clients have to answer on each page - there are check boxes the clients need to reply to on each page - how do I set that up?

Hello @Kari,

 

Thank you for reaching out here in the DocuSign Community.

 

I understand you are looking to add fields to your documents (specifically checkboxes).

 

During the envelope creation workflow (Manage > New > Send an Envelope), you will be prompted to add the needed document and the needed signers who will take actions on the document (in the “Add Recipients to the Envelope” section). Once you have filled in the needed information, select next and add the fields from the left side of the screen.

 

Below you may find links to helpful articles:

 

 

If you don not see the Send an Envelope option, this could be due to several reasons, which are listed below:

 

• The DocuSign Admin at your company neglected to add the permission to send documents to your User Profile. If that’s the case, you’ll need to contact the DocuSign Admin to get your user permissions updated.  

• You’re logged into the wrong account. Please confirm that you are logging into the correct account with the proper email address and password. 

• Some accounts are configured for users to utilize templates to send envelopes. If that’s the case, you will need to contact the DocuSign Admin at your company to review your User Profile settings.  

 

Let us know if you need further assistance with this.

 

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello @Kari ,


If you found my 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.


Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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