We want to upload the attached PDF file and provide an option to the signer to fill in the information that is requested and then be able to place a check mark in either YES or NO boxes. HELP, can this be done in DocUSign?
If this can be done, would the document need to be uploaded with Adobe PDF fillable fields or rather a blank form with no PDF fillable fields?
Thanks a bunch. Lori & G2
Best answer by Community Expert
Hi,
Thank you for reaching out here in the DocuSign Community.
You can accomplish your goal through our eSignature application, and it can be done both with Adobe fields and with a blank PDF with no fields.
For detailed steps on how to send your document and add your fields within DocuSign eSignature, see:
How to send an envelope - Add signing fields.
If you would prefer to use Adobe fields instead, you can follow the steps mentioned in the guide provided below:
Let us know if you need further assistance with this
Best regards,
Alejandro R. | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hi,
Thank you for reaching out here in the DocuSign Community.
You can accomplish your goal through our eSignature application, and it can be done both with Adobe fields and with a blank PDF with no fields.
For detailed steps on how to send your document and add your fields within DocuSign eSignature, see:
How to send an envelope - Add signing fields.
If you would prefer to use Adobe fields instead, you can follow the steps mentioned in the guide provided below:
Let us know if you need further assistance with this
Best regards,
Alejandro R. | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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