Embedding DocuSign fields into an HTML template

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

  1. Set up the DocuSign app.

  2. Create an HTML template.

  3. In the Editor View panel, click into the location where you want to embed a DocuSign field and click + DocuSign Fields.

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

    • Signature
    • Inital
    • Date Signed

    Select the signer number from Signer # spin box.

    Finally, click Insert a Cursor.

  5. Click Apply.

  6. Save the template.