How to Add Phone Number Field in DocuSign: A Comprehensive Guide
In the fast-paced world of digital documentation, it’s essential to ensure that all necessary information is captured accurately. One crucial piece of information that is often required in various documents is the phone number. If you’re using DocuSign for your electronic signature needs, adding a phone number field to your documents is a straightforward process. This article will provide a comprehensive guide on how to add a phone number field in DocuSign, ensuring that your documents are complete and accurate.
Step 1: Create or Edit a Document
To add a phone number field in DocuSign, you first need to create a new document or edit an existing one. You can create a new document by signing in to your DocuSign account and selecting the “Create” option. If you’re editing an existing document, simply locate the document and click on “Edit.”
Step 2: Open the Form Editor
Once you have your document ready, open the Form Editor by clicking on the “Edit” button. The Form Editor is where you will design and customize your document, including adding fields like the phone number.
Step 3: Add the Phone Number Field
In the Form Editor, you will see a variety of field options on the left-hand side. To add a phone number field, scroll down and click on the “Phone Number” field. You can then drag and drop the field into your document at the desired location.
Step 4: Customize the Phone Number Field
After adding the phone number field, you can customize it to fit your needs. You can adjust the field’s size, position, and font style by clicking on the field and using the provided options. Additionally, you can set the field’s required status to ensure that the recipient must fill out the phone number before finalizing the document.
Step 5: Save and Send Your Document
Once you have added and customized the phone number field, save your document and send it to the intended recipient. DocuSign makes it easy to send documents by providing a range of options, including email, print, or via the DocuSign app.
Conclusion
Adding a phone number field in DocuSign is a simple and efficient way to ensure that all necessary information is captured in your electronic documents. By following the steps outlined in this guide, you can easily add a phone number field to your documents, making the process of completing and signing them a breeze. With DocuSign, you can streamline your documentation process and enhance your electronic signature experience.
