Embedding DocuSign fields into a PDF template

To embed a DocuSign field into your PDF template, do the following:

  1. Set up the DocuSign app.

  2. Create a PDF template.

  3. In the PDF Editor, click the DocuSign Fields tab and then click Add DocuSign Field.

    In the Add DocuSign Field dialog box, select one of the following types of DocuSign fields from Field Type dropdown box:

    • Signature
    • Inital
    • Date Signed

    Choose the signer number in the Signer Number spin box and click Generate Tag. Then click Continue.

    Drag the DocuSign field to where you want it, or enter the Coordinates for it. You can resize it by dragging one of the four corners of it. To add another field click + Add.

    Then click Apply.

  4. Save the template.

To see DocuSign fields in action, check out how to build a full-featured PDF template.