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DocuSign 101: Fields and Rules | CHOOSE THE RIGHT FIELD FOR YOUR DOC 

Sofian from Solusign
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25 окт 2024

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Комментарии : 33   
@Solusign
@Solusign 2 года назад
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@rosemaryaugustine130
@rosemaryaugustine130 Год назад
this answered all my questions... wish I had this a year ago... but using those radio buttons instead of checkboxes from now on. Thanks so much!
@Solusign
@Solusign Год назад
Great 😊
@JenniferBearden-cw1hu
@JenniferBearden-cw1hu Год назад
I have a pdf document that contains a wrap text field that I uploaded to DocuSign. When the document is sent via DocuSign, it allows the signor to populate the text field, but the text field in DocuSign will not wrap. I checked "Fixed Width" based on some websites and that does not work. I saw one place that DocuSign will not allow a text box field to wrap. My question is two-fold, can a text be wrapped in DocuSign, if not, what is the most efficient way to allow my signor more text space if the one line is not enough?
@michaelohlemacher8572
@michaelohlemacher8572 7 месяцев назад
Is there any way to have the SS number let 1 digit and auto go to the next box without hitting tab
@jennrodriigues
@jennrodriigues Год назад
Thank you so much! It helps me a lot.
@Solusign
@Solusign Год назад
You're welcome!
@richiebullock2234
@richiebullock2234 2 года назад
Why doesn't my attachment field icon not show as an option to select.
@Solusign
@Solusign 2 года назад
You might not be on the business pro plan
@richiebullock2234
@richiebullock2234 2 года назад
@@Solusign I purchased the Business pro.
@Solusign
@Solusign 2 года назад
Then you need to go to your sending setting/sending and look for the option ‘enable upload attachment field”
@richiebullock2234
@richiebullock2234 2 года назад
@@Solusign the available selections apperar to be selected correctly to allow the permissions. It may be an technical issue.
@Solusign
@Solusign 2 года назад
Ok so I would contact DS support then!
@matty0256
@matty0256 Год назад
Is there a way to program fields that require a phone number to be entered so when they type in their phone number it only puts it in as a phone number format? Similar to the way a PDF form filed file is?
@Solusign
@Solusign Год назад
Nope you can’t do this
@hannahangelette857
@hannahangelette857 2 года назад
Is there a way to change the order that the fields choices are displayed on the left? For example, I'd like to bring Name up and underneath Signature. I rarely use Initial, so I'd like to move that choice down. Can this be done?
@Solusign
@Solusign 2 года назад
Nope you can’t do that
@kimnelson4751
@kimnelson4751 2 года назад
When creating a questionnaire, is there a way to trigger something to let the sender know if the DocuSigner answers "no" to one of the questionnaire questions?
@Solusign
@Solusign 2 года назад
You could do this with Zapier, but not with DocuSign alone. The rule in Zapier could be “if field xyz = no, then send an email to sender”
@nereabilbao9296
@nereabilbao9296 2 года назад
Hi Sofian, it's a great video. Thanks! But, I've a question. Can a rule be applied that if a condition is met, a text is added and if it is not met, it doesn't appear in the document? thank you so much!!!
@Solusign
@Solusign 2 года назад
Yes you can do that but formatting options are limited
@avinashsingh9089
@avinashsingh9089 Год назад
When we populating data from api in document then linked fields is not working.... manually its working
@Solusign
@Solusign Год назад
Common issue, change field labels and that should work
@avinashsingh9089
@avinashsingh9089 Год назад
@@Solusign field 1 placed at two places when data gets populated from api field 1 at one place gets populated second one is empty although its same field dragged and dropped twice
@Solusign
@Solusign Год назад
@avinashsingh9089. Check the data replication scope in signing settings to see if it’s set to “document or envelope” If you can’t see the setting, then it’s a bug. To fix it, just change the data labels so they’re different eg field_1; field _2 and map both of these to the same source
@vedeshcharles4602
@vedeshcharles4602 Год назад
I’m using DocuSign on my mobile, however I cannot add company stamp, nor am I seeing the stamp field, any suggestions?
@Solusign
@Solusign Год назад
I don’t know about the stamp. Why would you want this?
@cynthiaw.3321
@cynthiaw.3321 2 года назад
Thank you SO MUCH for uploading these videos! I am 58 and unfamiliar with a lot of technology. I need this for a job. You did a great job of explaining this!!!
@Solusign
@Solusign 2 года назад
You’re so very welcome ;)
@littlefinger5199
@littlefinger5199 2 года назад
Did you skip the Drop Down button??
@Solusign
@Solusign 2 года назад
I might have 🙊
@winfredboyd7288
@winfredboyd7288 2 года назад
?яⓞ??Ş?
@Solusign
@Solusign 2 года назад
Yup
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