Topic
How to Create a Clickable Link in a DocuSign Document
Instructions
This can be done via DocuSign Custom Field: https://support.docusign.com/en/guides/ndse-admin-guide-custom-fields
or the Drawloop Docusign Custom Fields:
or the Drawloop Docusign Custom Fields:
In order to have a clickable hyperlink in the DocuSign document, you must have a URL field on your object that will be referenced and become the body of the URL
- Choose the recipient who is to click the hyperlink
- Add a Secure Field with the type of “Text”
- Field tag: Should be something simple like dl.link
- Group Name: #HREF
- Tool Tip: <<Object_URL_tag_here>>
- Default Value: This will be what your link says ie “Click Here”
- Locked: This will always be checked
- Include the field tag from your link field on the template and change the text color to white
- Upload the template to the Document Package and run the Document Package as usual.
