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:

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 Apply.

   

4. Click Edit HTML.

   

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

   

6. 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.

   

7. Finally, save the template by clicking Save.