DocuSign Fields

DocuSign has several different field types that you can use throughout your documents with Smart Flows

Field types

Signatures

DocuSign features four signature type fields for you to use in your documents.

Docusign signature types

Component, Control, or Indicator	Function
Signature	The signer signs with their full name. The system requires this field to complete the signature procedure.
Initial	The signer signs with their initials. The system requires this field to complete the signature procedure.
Optional signature	The signer signs with their full name. The field will be optional for the signer.
Optional initial	The signer signs with their initials. The field will be optional for the signer.

Recipients

The Recipient field defines who's signature is required for the signature procedure. Documents can be configured with no Recipients only if the document does not contain any fields.

If no recipient has yet been set, the system displays the Not configured message. You can select Configure on the field to open a window to select the options for the recipient and whether to use sign in person or sign by e-mail.

Other DocuSign elements

Designers often add a few additional fields to most of their documents to improve file keeping or manage agreements.

Field Type	Function
Approve	Serves as an alternative signature field. Approve fields are always required, and if the recipient clicks the Approve field during the signing ceremony, the system treats this as the recipient signing the document. If the recipient completes all other required fields, the Approve field completes the signing ceremony.
Checkbox	Adds a standard, square box for recipients to select one or more options.
Decline	Adds an option to decline document signing. If a recipient clicks the Decline field, the system skips all other fields and provides a text entry box to provide a reason for declining to sign the document.
Dropdown	Adds an animated dropdown list of options for users to select. Recipients can only choose one option from a dropdown list.
Radio	Adds a static display of options for the recipient to select. Recipients can only select one option from a Radio list. Radio lists differ from Dropdown fields in that they maintain a fixed size on the page.
Recipient e-mail	Fills with your recipient's e-mail address.
Text	Adds a text field for data collection. The Text field type accepts all characters by default.
Attachment	Adds a request for additional documents to the recipient. During the signing ceremony, the system prompts the recipient to attach additional requested documentation to complete the signing ceremony. The system adds the attachment by the recipient to the final document for retrieval.
Date Signed	Fills with the date your recipient added their signature.
Drawing	Adds a field for the recipient to add a free-form drawing. The field provides simple drawing tools to draw lines and shapes anywhere within the area of the Drawing field.
Note	Adds a free text field that fills with a message to the recipient during the signing ceremony. Notes are only visible to the assigned recipient and do not display on the completed document.
Recipient company	Fills with the recipient's company name if it is available in the data set. If no company name is available, the field converts to a Text field to allow the Recipient to type in their company name.
Recipient Name	Fills with the recipient's full name.
Title	Fills with the recipient title if it is available in the data set. If no title is available in your data set, the field converts to a Text field to allow the recipient to type in their title.
Signer full name	Fills with your recipient's first and last name in print.
Signer first name	Fills with your recipient's last name in print.
ID of the DocuSign envelope	Inserts the Envelope ID of the DocuSign envelope.