Topic
How to create custom DocuSign secure fields.
Instructions
- Navigate to Drawloop Document Packages > DocuSign Delivery Option > Recipient.
- In the Recipient Detail Page, scroll down to the Secure Fields related list and select the New Secure Field button.
- In the New Secure Field Type menu, select the desired type of secure field.
- On the Secure Field Edit Page, fill in all relevant fields.
Additional Information
If what you are looking for is not supported by the secure fields, we also support Document Custom Fields