Form Field

use the form field action to place signable fields on a pdf for docusign recipients unlike insert text and insert checkbox which pull data from salesforce, form fields are interactive placeholders that the recipient fills in during the signing process supported field types include signature , text , and date signed before placing form fields, you must set up at least one recipient in the resources tab the recipient defines who will receive the document for signing via docusign steps to insert a form field step 1 add a recipient resource in the pdf editor, click the resources tab in the right panel click + add or manage resources to open the manage resources dialog click + create new resource and set the resource type to recipient fill in the following fields label — a display name for this recipient (e g , sample recipient name) api name — auto populated based on the label (e g , sample recipient name) name field — the salesforce field that holds the recipient's name, used by docusign for communication email field — the salesforce field that holds the recipient's email address, used by docusign to send the signing request click add to save the recipient step 2 insert form fields go to the edit tab and click + form field in the right panel click anywhere on the pdf to place the form field at that location a sample field is inserted on the pdf its appearance will update based on the field type selected in the insert form field panel on the right, configure the field field type — choose from signature , text , or date signed recipient — select the recipient this field is assigned to click apply to confirm the field will be labeled with the field type and recipient name on the pdf repeat for each additional field needed you can move or remove any placed field as required step 3 preview for signing once all form fields are placed, click the preview tab enter a salesforce record id to test the template with real data click generate preview to generate the document once the preview is generated successfully, click send for signing to dispatch the document to the recipient via docusign a confirmation message — document sent for signing successfully — will appear once the document has been sent use case you are generating a w 9 form for account records and need the account representative to sign and date the document before it is submitted you want the signature and date to be captured via docusign steps in the resources tab, create a recipient resource with the account contact's name and email fields on the last page of the w 9 (the sign here section), click + form field and place a signature field for the recipient add a date signed field next to the signature box and assign it to the same recipient optionally, add a text field for any additional input required from the signer click publish to save the template when the document is generated — either manually through a flow action or automatically via an automation — it will be sent to the configured recipients for signature via docusign