How to create custom DocuSign secure fields.
- Navigate to Drawloop Document Packages | DocuSign Delivery Option | Recipient.
- Once you are within the Recipient Detail Page, you must scroll down to the Secure Fields related list and select the New Secure Field button.
- You will be taken to the New Secure Field Type menu. You must select which type of secure field you would like to add.
- Once you select your Secure Field Type, you will be taken to the Secure Field Edit Page. Fill in all fields relevant to your use case.
For a more detailed description, see Create DocuSign secure fields
in Nintex Help.