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On the document that we import from our system there are options for the customer to tick a box to say that they want to opt in to future information, Please can you advise how I go about setting this up on our document ?
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Hello
Welcome to the Docusign Community and thank you for posting your concerns!
When creating an envelope and after adding all of the recipients information, you should be taken to, what we call, the tagging screen. From there you should see a list of available fields that can be dragged onto the document to where you need it.
With that said, I recommend you add a checkbox to the section that you need, checkboxes are optional so it will not show as required: Checkbox Fields
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
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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