In the last article, we see how to authenticate in DocuSign using API calls. If you want to start from the scratch then click here
Introduction:
In this tutorial, we will upload the desired file for signature to DocuSign, change it, and then DocuSign will offer us a JSON file to sign.
Step 1: Select the Templates tab from the DocuSign Home page. Link is here
Step 2: Select Create Template from the NEW tab in the sidebar menu.
Step 3: Add the title, and description and upload the sample pdf file.
Add your sender information by scrolling down and then click on the Next button.
Step 4: Add a text box for the first and last names, a radio button for gender selection, a checkbox for framework selection, and finally a signature with validations.
- Click on the Pre-fill tools and drag and drop Text for labels.
- Rename the labels.
- Go to the Standard Fields menu in the left sidebar and drag and drop Text for first name and last name.
- By selecting the text field, you can see customize a menu on the right side. Select letters from the Validation drop-down.
- Add the label for gender and framework selection.
- Add the radio button and checkbox for gender and framework selection.
- Add the signature box to your document.
- Click on the Save And Close button then you will be redirected to the Templates page.
Step 5: Download the JSON document file.
What’s next:
In the next article, we will send the JSON document to the other user for signature and other details.
Related Articles:
Getting Started With The DocuSign
Get Authentication Token From The DocuSign (Part-1)
Get Authentication Token From The DocuSign (Part-2)
Send Document To Other Users For Signature In DocuSign
