How to Create a Docusign Envelope Custom Field

Note: You need DocuSign Admin access for this part.

Step 1 — Log in to DocuSign Go to docusign.com and sign in to your account.

Step 2 — Go to Admin Settings Click your profile/avatar in the top-right corner, then select Go to Admin.

Step 3 — Navigate to Custom Fields In the Admin panel, navigate to Settings → Custom Fields.

Step 4 — Create a New Field Click Add Field (or New).

Step 5 — Choose the Field Type Envelope Custom Fields can be of type Text (for free-text entries) or List (for dropdown selections). Pick the one that fits your needs.

Step 6 — Configure the Field

• Enter a clear Field Name (e.g., "Store in Chamelio").

• If you chose List, add your dropdown options (e.g., "Yes", "No").

• Choose whether to make the field required or optional — required fields must be filled in by the sender before the envelope can be sent.

Step 7 — Save Click Save. The field is now available to all senders on the account.