Adding DocuSign fields to an HTML template
Using the DocuSign Inkit app, you can add the following DocuSign fields to your HTML template:
- Signatures
- Initials
- Date Signed fields
To embed a DocuSign field into your HTML template, do the following:
-
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.
-
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 Apply.
-
Click Edit HTML.
-
In the Editor View panel, click into the location where you want to embed a DocuSign field and then click + DocuSign Fields.
-
In the Generate DocuSign Field dialog box, select the DocuSign field type from the Field Type dropdown box and choose the number of signers in the Signer # spin box. Then click Insert a Cursor.
The DocuSign field will display in the Editor View panel. Then click Apply.
-
Finally, save the template by clicking Save.
Updated 20 days ago