DocuSign / Guide: Custom fields

Objective

• To provide basic knowledge and understanding of the DocuSign documentation settings for document and envelope custom fields

Environment

• 1044178: DocuSign

Guidelines

• 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