Create custom fields / DocuSign

Problem

• Where can I learn about DocuSign settings for custom fields for document and envelope?

Resolution

• Can I create a custom field for my document or envelope? 
  • Yes, DocuSign has excellent documentation on how to create custom fields:
    • DocuSign: Document Custom Fields
    • DocuSign: Envelope Custom Fields
       
• Can I share my custom fields with other users? 
  • No, only an admin can share a custom field, but you can request to have it shared by completing a support ticket

User

• Miami University Staff, Faculty

System

• 1044178: DocuSign