DocuSign Organization Management Specialist Practice Exam

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What do custom fields allow users to do in DocuSign?

Add predefined templates to documents

Add personalized data entries or information requests

Custom fields in DocuSign enable users to add personalized data entries or information requests to their documents. This feature allows senders to collect specific information from recipients that may be necessary for completing the agreement or understanding the context of the document. For example, a user might create a custom field to capture a recipient's phone number, address, or specific comments, tailoring the document's data collection to meet their unique needs.

This capability enhances the customization of the signing experience, making it more engaging and streamlining the process of gathering information that isn’t covered by the standard fields already available in the platform. The use of custom fields ensures that the information collected is relevant and specific to the transaction at hand, improving both user experience and data accuracy.

Create automated reminders for signers

Restrict access to sensitive information

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