Hello @Rachael Leyba - Olmsted County
Thank you for reaching out to Docusign Community and for your commitment to improving accessibility and empathy awareness — that’s a great initiative. I’ve gathered some information directly from DocuSign’s accessibility resources to help answer your questions.
Screen Reader Experience in DocuSign
- Docusign’s eSignature signing process is designed to work with popular screen readers such as JAWS, NVDA, and VoiceOver. When screen reader mode is enabled, signers can have both the document content and form fields read aloud, not just the fields.
- During signing, the system provides a prompt that allows users to switch to “Screen Reader Mode,” which formats the document so assistive technology can read it in order. This mode helps users navigate through headings, paragraphs, and form fields using keyboard controls.
Importance of Accessible Documents
- Although Docusign supports accessibility tools, the signer’s experience largely depends on how the original document is constructed before uploading it to DocuSign.
- DocuSign recommends that documents follow accessibility best practices, including: Using proper Heading Styles instead of just bold text, and using true Numbered or Bulleted Lists.
- Adding clear field labels and tooltips for all input fields.
- Keeping layouts simple and logical for easier keyboard navigation. These steps ensure screen readers can read the content correctly and that the signer can understand what each field requires.
About Hyperlinks, Headings, and Footnotes
- When a Word document is uploaded into DocuSign, certain interactive elements like hyperlinks or embedded footnotes may become flattened or inactive. This is expected, as DocuSign focuses on completing and signing forms rather than linking out to external pages.
- However, heading structures and document reading order—if built correctly in Word or a tagged PDF—are still recognized and help screen readers navigate the document more effectively.
Next Steps / Recommendation
To provide the best experience for signers who use assistive technology, DocuSign suggests:
- Building accessible source documents before uploading them.
- Testing envelopes using a screen reader (e.g., NVDA or VoiceOver) before sending.
- Providing tooltips for every field in DocuSign so users hear clear instructions.
For your training idea, creating two short demonstration videos—a “challenging” experience with an inaccessible form and an “ideal” experience following DocuSign’s best practices—would be a great way to raise awareness.
For your reference, you can also refer to the relevant articles below.
DocuSign Accessibility Overview
Making the Signing Experience Accessible to All
5 Steps to Send an Accessible DocuSign Envelope (this includes a video using a screen reader)
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Sincerely,
Ma. Cassandra | Docusign Community Moderator
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