Introduction

Insert Form Field lets you add a signature placeholder inside your Word document. This shows where someone needs to sign when the document is sent using DocuSign.

You can use this action with the CloudFiles Word Add-in to prepare documents for e-signature using Recipients

How to Insert a Form Field for Signature

  1. In the Resources Panel, set the action to 'Insert Form Field'.
  2. Set the Type to 'Signature'
  3. Under Recipient, select the individual the signature should be assigned to. This list includes all recipients configured under the Recipients resource.
  4. Click the location in your Word document where the signature should appear.
  5. Press Insert.
  6. A placeholder with the word "signature" will appear at the selected location.

How to Insert a Form Field for Date signed/ Text Field

  1. In the Resources Panel, set the action to 'Insert Form Field'.
  2. Set the Type to 'Date signed/ Text'
  3. Under Recipient, select the individual the field should be assigned to. This list includes all recipients configured under the Recipients resource.
  4. Click the location in your Word document where the signature should appear.
  5. Press Insert.
  6. A placeholder with the word "Date signed" / "Text" will appear at the selected location.

  • The Date Signed Field will automatically populate when the recipient signs the document in DocuSign, showing the exact signing timestamp.
  • The Text Field presents an input box where recipients can enter custom text as part of the signing process.

These fields are non-editable placeholders in the generated document the actual signing happens in DocuSign. For more details, refer to section- eSignature Integration