How to Add Fields in Docusign

Quick summary

Adding fields in DocuSign lets you place signature, date, and text fields directly onto a document before sending it to recipients. This step-by-step process ensures every signer knows exactly where to sign, reducing errors and speeding up document completion.

Steps

1. Click Start to begin a new document signing workflow.
2. Click the Upload button to add the document you want to send for signing.
3. Enter the email addresses of all intended recipients.
4. Add an email subject and message to accompany your document.
5. Click Next to open the document editor.
6. Drag and drop fields — such as signature, date, or text — from the left sidebar onto the document.
7. Click each field to adjust its properties as needed.
8. Review the document, then click Send to distribute it to recipients for signing.