Docusign Signer fields

Question

I'll appreciate suggestions on how to get this achieved.

Goal:

Add additional field to the recipient section of a template.

Current State: .

The goal is to add an additional field for example, "Location", so there would be four input field instead of three as seen in the image.

I have tried playing around with the template Json but was not successful. Any assistance would be appreciated.

Thanks

I have tried to play around with the properties here but still no avail

"signers": [
      {
        "accessCode": "", 
        "agentCanEditEmail": "false", 
        "agentCanEditName": "false", 
        "completedCount": "0", 
        "defaultRecipient": "false", 
        "deliveryMethod": "email", 
        "email": "", 
        "inheritEmailNotificationConfiguration": "false", 
        "name": "", 
        "note": "", 
        "recipientId": "1", 
        "recipientIdGuid": "00000000-0000-0000-0000-000000000000", 
        "recipientType": "signer", 
        "requireIdLookup": "false", 
        "roleName": "verification Code", 
        "routingOrder": "1", 
        "signInEachLocation": "false", 
}

Answer 1

What you are showing in your screenshots is how the DocuSign web app sets up template's recipients. You cannot customize this expereince.

However, if what you want is to add meta-data to template recipients, you can do that by not using the DocuSign web app at all, instead you will build your own app, your own UI, and you can add any field, like location to the list.

Where would you store this information? you can use custom fields which is a means of having meta-data stores in DocuSign envelopes. There are different types of custom fields, and if you want them associated with template's recipients you may have to devise a system where they are created dynamically based on the recipients that the user added to their template.

So, say your user/customer created a template called "template1" and add a signer called "signer1" and you want to have their location, you will create a custom field called template1_signer1_location and create UI to enable your user to set the value for this custom field which will then be stored in the system for future retrieval.

What you do with this information is up to you and your app, but you'll have to build all of this capability, you will not be able to use the web app.

Answer 2

You can include a "location" text field in the document.

The signer would fill in the location field as a part of signing the document.

If you don't want the location field to be a part of the signed document, create a new document titled "Additional information" and use it for the location field.

Include both documents in the envelope