Adding DocuSign fields to a PDF template

Using the DocuSign Inkit app, you can add the following DocuSign fields to your PDF template:

  • Signatures
  • Initials
  • Date Signed fields

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

  1. Install the DocuSign app.

  2. Edit the template in which you want to embed the field. Then, in the Destinations panel, click + Add.

    In the Add Destinations dialog box, click DocuSign and click Continue.

  3. In the DocuSign Settings page, select the Delivery Order of the signatures. You can choose from the following:

    • In order: Deliver the documents in the order they were added (default).
    • All at once: Deliver the documents all at once.
    • Custom: Set the delivery order at the time of document generation.

    Then click PDF Editor.

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

    In the Add DocuSign Field dialog box, choose the number of signers in the Signer Number spin box, select the DocuSign field type from the Field Type dropdown box and click Generate Tag. Then click Continue.

    Drag the DocuSign field to where you want it. You can resize it by dragging one of the four corners of it. Then click Continue.

  5. In the DocuSign Settings page, click Apply.

  6. Finally, save the template by clicking Save.

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