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.