I'm creating my first template (to use in the Apply Template feature) and I'm not seeing a way to make the fields Optional, like you can in a regular envelope. There are some fields that will be optional (checking any boxes that apply), and others that I need required before they can complete the envelope. Anyone know how I can designate the fields when creating a template?
Making Template Fields Optional or Required
Best answer by Community Expert
Hello,
Thank you for the information, the add fields section is the same during the template creation and in the envelope creation, would be possible for you to attach a screenshot of the field properties?
Let us know if you need further assistance with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Reply
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationJoin the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Docusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.