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Has there ever been a time when you changed the formatting on a standard field, or created a drop-down field with a number of options and thought to yourself that you would want to use these fields on other envelopes or templates at any time? Docusign eSignature gives you the ability to do just that.
You can do this by creating Document Custom Fields. You can create them in a number of different ways.
- You can create them as an Account Admin to use for yourself or share with other account users
- As an account user, you can create document custom fields just for you as a user
- You can also create Document Custom Fields during the envelope creation process
It is an easy process and you will see how easy in the following video:
Key Take-aways:
- Document Custom Fields will definitely save you time where you have fields that you would normally have to format each time
- As an Admin, Document Custom Fields can be shared account-wide so that other account users can use them
Additional Resources:
- For this topic and more information about capabilities that you or your Admin can enable for your account, please check out our instructor-led, activity driven Deep Dive Courses for eSignature Admins:
Docusign eSignature Administration 1 - Along with the above course we have a number of other webinars, deep-dives, and an in-depth template library in Docusign University:
Docusign University
Continue the Conversation
How have you or your team used Document Custom Fields? What was your use case? We’d love to hear from you. Please feel free to ask any questions or leave feedback in the comments below.
