Once your document includes files, recipients, and messages, you add the fields that instruct your signers to provide their signature, initials, or other information. You add a unique set of signing fields for each recipient.
The Add Fields view has the following basic areas:
l Recipients. Lists all of the recipients for your document. Fields are added by recipient.
Use the Other Actions menu to easily edit the Recipients list to edit recipient details, or add or remove recipients.
l Fields. Contains the set of fields you can add to your document.
l Documents. Displays the active page of your document to which you can add fields.
l Page Guide. Contains a scrolling list of all of the pages in your document. This list includes all of the pages of all of the files you added to the document. Click on any page in the Page Guide to make it the active page of your document. From the Page Guide, you can also delete individual pages from your documents and use the Other Actions to add or remove documents.
l Field Properties. (Not shown) Contains the properties for a selected field or fields, allow-ing you to edit thallow-ings like formattallow-ing, recipient assignment, and tool tips. This panel slides in over the Page Guide when one or more fields are selected.
When recipients review your document, they navigate through the fields based on the Auto-Navigation setting for your account. Your DocuSign administrator sets this option using the new admin view. (Learn more...) The default behavior is to navigate through all fields on the
document. Alternate navigation options include Page only, where recipients scroll through documents manually, and Navigate Required Fields, which steps recipients through just the fields marked as required. If you use Radio Buttons on your documents, the options to navigate blank required fields are recommended for a smoother signing experience.
To add fields to a document
1. From the Send a Document view, click Next.
The Add Fields view appears.
2. In the Recipients List, select a recipient.
Note: The fields you add apply only to the selected recipient. You can only add fields for the recipients you designated as signers.
3. In the Page Guide, select a page you want to tag with fields.
The selected page becomes the active page and displays in the center Document panel.
4. To rotate pages, with the desired page in the active page area, click the left or right rotate icons at the top right of the view:
5. From the Fields Palette, click and drag one of the available field types to add it to the act-ive page.Learn more about field types.
6. To add fields automatically by matching to characters in your document, use the AutoPlace action.Learn more about AutoPlace.
7. To adjust the size of a field, click and drag on the drag handle on the lower-right corner of the field.
8. To adjust the look, the assigned recipient, or other characteristics of a field, click the field. The Field Properties panel slides in over the Page Guide. Set the properties as desired.Learn more about field properties.
9. To align fields, select two or more fields (SHIFT + Click or click and drag), and use the alignment tools in the Field Properties panel:
10. Use the Page Guide to scroll through the pages and add more fields for your recipient as desired.
11. To add fields for the rest of your document recipients, repeat steps 2 through 7.
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Delete Pages From a Document
If you upload files containing pages you don't want to include in your DocuSign document, you can easily delete the unwanted pages.
To delete pages
1. After preparing your document with files, recipients, and messages, continue to the Add Fields view.
2. In the Documents list at the right, scroll through the page guide to locate the page you want to delete.
3. Hover over the page thumbnail with your mouse until a red delete icon appears at the bottom right corner of the image.
4. Click the red delete icon to remove the page from your document. Any fields on the page are deleted, along with the page.
Adjust Field Size
Once you place a field on your document, you can adjust many aspects of it. For some field types, you can adjust the size. The fields which you can scale have a drag marker at the bottom right of the field:
Fields are also scaled relative to the size (dimensions) and resolution of your document. If you are uploading scanned documents, sometimes this relationship causes your fields to appear very small on your document.
This topic provides information on how to adjust your field size for both of these situations.
To adjust the actual size of a field 1. Prepare your document as usual.
2. Place a scalable field on your document. This is any field with the drag markers as shown above.
3. Hover your mouse over the drag markers until it changes to a double-headed arrow, indic-ating you can size the field.
4. Click and drag the field to the size required.
Note: Signature and Initial fields are both placed at 100% of their possible sizing. You can reduce the size of these field types, but you cannot make them any larger. If these fields seem too small, see the following advice for dealing with tiny fields.
For fields appearing very tiny
If you upload a scanned file to DocuSign, and your fields appear very small, then the cause is likely one of the following:
l The resolution of your uploaded file
l The page size of your uploaded file
When you scan a document you select a resolution (in dpi) and a page size. DocuSign is maintaining the scanned resolution and page size when the system converts your scanned file to a PDF. If the resolution is high or the page is oversized, then fields appear very small when placed on your document.
Try the following solutions:
1. Scan your original at a lower resolution. Generally, 200 dpi or lower should produce a manageable resolution.
2. Check the page output size for your scan. If you can set it to 8.5x11", you should get a file that will display fields at an appropriate scale.