Adding DocuSign fields to a DOCX template

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

  • Signatures
  • Initials
  • Date Signed fields

To embed a DocuSign field into your DOCX 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.

    Next, select the field type from the Field Type dropdown box and choose the number of signers in the Signer # spin box. The DocuSign field will display in the right. Click on the clipboard icon in it to copy the field to the clipboard. Then click Apply.

  4. Paste the DocuSign field into your DOCX template.