DocuSign Field Integrations

introduction the docusign integration supports date signed and text field types, expanding the document signing capabilities beyond basic signatures these field types allow one to capture when documents were signed and collect custom text input during the signing process this enhancement works with the existing docusign integration setup and includes recipient resource this defines the recipient of the generated pdf it includes the recipient's name and email insert form field action this allows you to insert date signed field and text field directly into the word document template date signed field automatically captures and displays the signing date text field enables recipients to enter custom text during document signing prerequisites before using these field types, ensure your docusign account is connected to cloudfiles navigate to salesforce → cloudfiles → integrations tab and connect your docusign account this connection is required for all docusign field types to function properly how to use these fields follow these steps to add date signed and text fields to your documents 1 create a recipient resource set up a recipient resource with all necessary details, including the email address where the docusign request will be sent this recipient will interact with the new field types during signing 2 insert form field actions open your word template in the document generation configuration from the insert form field action , you'll now see additional options select date signed field type for automatic date capture select text field type for custom text input choose the intended recipient who will interact with this field during signing 3 field behavior during signing date signed field automatically populated when the recipient signs the document in docusign, showing the exact signing timestamp text field presents an input box where recipients can enter custom text as part of the signing process 4 visual placement in template once inserted, placeholder form fields will appear in your document template date signed shows placeholder text indicating where the signing date will appear important the actual rendering in docusign may vary slightly from your template placement we recommend testing different positions to ensure fields appear in optimal locations for your specific template layout additional notes you can use multiple date signed and text fields in the same document each field must be assigned to a specific recipient coming soon enhanced field validation and formatting options since field placement can vary between your template and the final docusign rendering, test your document with different field positions to achieve the best user experience for your signers