Descriptive text for custom document fields

​@Katrin 

When configuring your text field properties, you’ll want to utilize the “Tooltip” feature rather than entering your descriptive words directly as the default field value. This ensures that the descriptive text is displayed as a hint to the signer, but disappears automatically as soon as they click into or start typing in the field, eliminating the need for them to manually remove it.

​@JohnSantos 

Thank you very much for your reply! Do you have a screenshot for me where I can find the tooltip feature and where I can edit it? I tried all the settings when clicking on the small the small wheel that takes me to the field settings right next to each (yellow) custom field but all editing options there don´t solve the problem.

As an admin, can I make these settings centrally somewhere so that I don't have to do this for every envelope? We have custom fields that will be used throughout the organisation.

Hello,

I need to come back to this question once more.

If I fill in the tooltip field, the descriptive word for this field is still not accepted. This only works if I also fill in the “Initial value” field with the descriptive word (third field in first screenshot). If I leave the initial value field open, only “Text” appears in each user-defined field. However, if I fill the “Initial value” field, the signatory is always shown the word used there (“Gesellschafternummer”) and must actively delete it in order to enter its value there. In this case, “Gesellschafternummer” is a five-digit number. Some signatories fail to do this or do not understand it and important information is later missing from the document.
What settings do I have to make for user-defined fields so that the descriptive word is really only there as a tooltip, is clearly recognizable as such and disappears directly when the signatory clicks in the corresponding field and can enter its value directly?

I have attached two screenshots (in german) so you can see my settings in the fields “initial value” and “tooltip”. 

Best regards,

Katrin

Hello ​@Katrin ,

You would need to put the information of what they would need to put on the field on the “Tooltip” and the format and not the name of the field again.

This is what it would look like for your signer after applying the field. The yellow field is the tooltip that would float once your signer highlights the field.

The yellow field is the tooltip that would float once your signer highlights the field.

Let us know if you need further assistance with this.

Best regards,

Rodolfo | Docusign Community Moderator
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