Did you know that there is a way to classify, record, and track information about envelopes sent for signature. You can use Envelope Custom Fields to do just that. These fields allow senders to enter specific values when preparing an envelope, which can be either free-text entries or selected from a predefined list that you create. Docusign eSignature provides you with this level of detail.

Benefits of using Envelope Custom Fields:

• You can control visibility - Custom fields are not visible to recipients during the signing process but can be accessed in the Certificate of Completion by those with the appropriate permissions.
• Choose to make them required or unrequired - Administrators can set fields as required, ensuring that senders must enter or select information before sending the envelope
• You can use different field types - Envelope Custom fields can be of type Text (for free-text entries) or List (for dropdown selections)

It is an easy process and you will see how easy in the following video:

Key Take-aways:

• Envelope Custom Fields will definitely help you in organizing and keeping track of sent envelopes whether if sent from different regions, different account numbers, different departments, and so on.
• As an Admin, Envelope Custom Fields can be used in separating out reports or searching for specific accounts, and much more.

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 in particular:
  Docusign eSignature Administration IV
• 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
• You can visit Docusign’s support site to find more detailed information on Envelope Custom Fields:
  Envelope Custom Fields

Continue the Conversation

How have you or your team used Envelope 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.