How Do I Create a Fillable Form in Docusign

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Creating a fillable form in DocuSign involves setting up a template and adding fields for recipients to fill out. Here’s how to do it:

1. Click on 'Templates' in the top menu.
2. Select 'Create a Template'.
3. Customize the field properties by adding a template name.
4. Add your template description.
5. Click 'Upload' to add your documents.
6. You can select and upload files from Desktop, Box, Dropbox, Google drive and One drive.
7. If needed, set the order in which recipients will receive the document by setting a signing order.
8. Go to the 'Add message' and provide an email subject in the space provided.
9. Enter your email message in the empty field as well.
10. Click 'Next' to enter the document editing view.
11. Drag and drop fields from the left sidebar onto your document.
12. Add fields such as date signed, signature and full name.
13. Once you’ve added all necessary fields, click 'Preview'.
14. By following these steps, you can easily create and send fillable forms using DocuSign.
15. Once you’ve added all necessary fields, click 'Save and Close'.