How Do I Create a Fillable Form in Docusign

Quick summary

Creating a fillable form in DocuSign starts by building a reusable template — you upload a document, define recipients, and drag and drop signature fields directly onto the document. Once all required fields are placed, you preview and save the template so it is ready to send for electronic signature.

Steps

1. Click on Templates in the top menu to access the templates section.
2. Select Create a Template to start building a new fillable form.
3. Add a template name to customize the field properties.
4. Enter a template description in the provided field.
5. Click Upload to add your documents to the template.
6. Select and upload files from Desktop, Box, Dropbox, Google Drive, or OneDrive.
7. Set a signing order to control the sequence in which recipients receive the document.
8. Go to Add message and enter an email subject in the space provided.
9. Enter your email message in the message body field.
10. Click Next to enter the document editing view.
11. Drag and drop fields from the left sidebar onto your document.
12. Add fields such as date signed, signature, and full name to the document.
13. Once all fields are placed, click Preview to review the form.
14. Click Save and Close to finalize and save your fillable form template.