How do I auto-navigate an envelope?

Help your signers navigate more purposefully through Documents by setting Auto-Navigation settings. Setting this feature also allows you to help signers avoid the mistake of missing optional checkboxes, and/or skip optional fields like a group of radio buttons, depending on your desired outcome. 

This setting can only be changed by an Account Administrator. Contact your Account Administrator if you don't see this option as a Sender of an Envelope, or you want to change the setting on the Account. 

See the Auto-Navigation section of the Signing Settings guide for a full explanation of the Auto-Navigation feature. 


Purpose and Scope

Auto-Navigation, nicknamed "Auto-Nav" controls the way a signer interacts with the Documents in a DocuSign Envelope. The other ways a signer can interact with the Documents include the following
  • Scroll through Documents with their mouse, or
  • Use the arrow keys on their keyboard, or
  • Expand and click on a thumbnail of a page on the right hand side (the document map), or
  • Swipe the page up, (on a mobile device or touch screen). 
The Auto-Navigation settings only controls how a signer will interact with the Documents if they use the navigation flag on the left side of the Documents to assist them with highlighting the next field or section of the Document to action. 

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Learn more about signing Documents here


Common Use Cases

Common use cases for setting the Auto-Navigation to one of its various settings can include - 
  • Point out optional fields (like checkboxes, radio buttons, or optional initial fields)
  • Navigate past optional, or additional, unchecked radio button groups on the Document - help quicken the signing process
  • Navigate to a specific area of the document, like a bookmark
  • Encourage the signer to review each page of a document (Page options) before signing at the bottom of an important Document. 


Auto-Navigation Options

To change these settings, complete the following:
  1. Login as a DocuSign Administrator, 
  2. Choose "Go to Admin" from the top, right menu, 
  3. Click on "Signing Settings" on the left, side bar, 
  4. Choose one of the options from the list under "Auto-Navigation" settings.*
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The available settings of Auto-Navigation are as follows, in summary (please read the full details here)
  1. Page Only: Auto-Nav will bring the signer to the top of each page in a Document.
  2. *Navigate required fields:  Auto-Nav will bring the signer to the next empty or filled-in required field. Optional fields are skipped.
  3. Navigate blank required fields: Auto-Nav will bring the signer to the next empty required field.
  4. Navigate all fields: Auto-Nav will bring the signer to each and every field, one by one. 
  5. Page then Navigate required fields: Auto-Nav will bring the signer to the top of each page in a Document and then moves to the next empty or filled-in required field on the page. (If there are no required fields on the page, the navigation stops at the top of the page and then goes to the next page when the signer clicks Next.)
  6. Page then Navigate blank required fields: Auto-Nav will bring the signer to the top of each page in a Document, and then moves to the next empty required field on the page. (If there are no blank required fields on the page, the navigation stops at the top of the page and then goes to the next page when the signer clicks Next.)
  7. Page then Navigate all fields: Auto-Nav will bring the signer to the top of each page in a Document, and then moves to the next required or optional field on the page. (If there are no required or optional fields on the page, the navigation stops at the top of the page and then goes to the next page when the signer clicks Next.)
*The default behavior for most accounts if this setting is not changed by an Account Administrator, or if the Sender disables the custom setting when sending is point #2 above, "Navigate all required fields". 


Sending Envelopes with Auto-Navigation

Once an Administrator changes the Auto-Nav feature, it affects all envelopes sent from that Account. Nothing further is needed by the Senders; Signers will interact with Envelopes sent from that account per the chosen setting. 

If the Administrator checks the box next to the feature "Allow senders to override", this option allows senders to disable the signing auto-navigation option for envelopes they send. 

Then, Senders can remove the custom setting on the account, and opt for the default setting (point #2 above, "Navigate all required fields") by clicking the "Edit" button in the Advanced Settings section as it shows here,  

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and unchecking "Tun on auto navigation". 

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Not seeing this option? Remember, this setting can only be changed by an Account Administrator. 

Alternatives to Auto-Navigation

If you're hard-pressed to send an Envelope, and you don't have this feature on your Account, you can consider placing required fields near optional fields to bring attention to the optional ones (so checkboxes aren't missed, for example). You can also consider putting required initials next to the words "I have read the above and elect none of the optional choices". We've also seen signers read through optional fields more often when they have to scroll through the optional fields to sign or initial at the bottom of the page (and therefore recommend against optional fields at the end of your Envelope).