Create and Manage DocuSign Custom Fields

Opportunity

DocuSign provides many useful default fields, for example Name, Title, Email, but if you have a business process that regularly requires a field that DocuSign does not provide, Custom Fields are your solution. You can create and share them and reuse them as needed.

Note: if you need to include an active URL in your document, you must create a custom field for that URL otherwise it will not be a live link in your document. This is a DocuSign security precaution.

Process

The User Experience: 

1. Go to My Preferences > Signing and Sending > Custom Fields.
2. To create a new custom field:    
   1. Click ADD NEW FIELD
   2. Enter the properties for the field (e.g. whether it is required, what the text looks like, etc.)
   3. Click SAVE
3. To edit or delete an existing custom field:    
   1. Select the field from the Custom Fields list
   2. To edit, change the properties as desired and click SAVE
   3. To delete, click DELETE.
4. To use a custom field:
   1. Open the Customs Fields list
   2. Drag it to your document/template as you would any other field

 

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Share Custom Fields

Optional: In the Custom Fields Details screen, select Shared to allow other users on your account to use the field.

Note: You must be an admin on your DocuSign account in order to share custom fields and the option to share must be enabled on the account. See Sending Settings for more information.