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Is there a way to include a pop-up form appear within the envelope to have the customer complete some questions but also still completed the document signature?

C
Docusign Employee
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For example, I would like to send a subscription renewal document (standard format for doc signatures) but also include questions like:

  1. Please provide purchase order number if available
  2. When is the expected date for budget approval?

The goal is to make this exchange more interactive.

Thank you!

Best answer by Community Expert

Hello, 

Thank you for reaching out here in the DocuSign Community. 

Unfortunately, such a feature does not exist within DocuSign, the most similar option we can offer is the use of Conditional Fields, for more information, please view: https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=hew1578456460132.html&_LANG=enus

If you believe that you need further assistance, you can create a Customer Support case and a Tech Expert will be able to help. Please click the link below to open a Support case: https://support.docusign.com/en/contactSupport 

If you’re not able to open a Customer Support case via the above link, you can scroll down the page to “More Support Options” and select "I can't reset my password or don't have an account." You will have different options to contact Support.

Please click "Select as Best" below if you found the answer to be a valid solution to your issue!

Best regards, 

Nathaly | DocuSign Community Moderator

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3 replies

C
Docusign Employee
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  • Community ExpertDocusign Employee
  • Docusign Employee
  • 1935 replies
  • Answer
  • October 25, 2022

Hello, 

Thank you for reaching out here in the DocuSign Community. 

Unfortunately, such a feature does not exist within DocuSign, the most similar option we can offer is the use of Conditional Fields, for more information, please view: https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=hew1578456460132.html&_LANG=enus

If you believe that you need further assistance, you can create a Customer Support case and a Tech Expert will be able to help. Please click the link below to open a Support case: https://support.docusign.com/en/contactSupport 

If you’re not able to open a Customer Support case via the above link, you can scroll down the page to “More Support Options” and select "I can't reset my password or don't have an account." You will have different options to contact Support.

Please click "Select as Best" below if you found the answer to be a valid solution to your issue!

Best regards, 

Nathaly | DocuSign Community Moderator

C
Docusign Employee
Forum|alt.badge.img

Thank you Nathaly. This is a great start to get me thinking. Could these conditional fields support "calendar date" entries or is it just alphanumeric text entries only?

C
Docusign Employee
Forum|alt.badge.img

Hello, 

Thank you for reaching back.

Yes, it does. If you need the recipient to enter the date, you can set a normal text field with a date validation or if it needs to be automatically populated, you can add a Date Signed field (either of them works with conditional fields).

If you believe that you need further assistance, you can create a Customer Support case and a Tech Expert will be able to help. Please click the link below to open a Support case: https://support.docusign.com/en/contactSupport 

If you’re not able to open a Customer Support case via the above link, you can scroll down the page to “More Support Options” and select "I can't reset my password or don't have an account." You will have different options to contact Support.

Please click "Select as Best" below if you found the answer to be a valid solution to your issue!

Best regards, 

Nathaly | DocuSign Community Moderator

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