How do I create a hyperlink in DocuSign


Recommended practice is to use Supplemental Documents for documents such as legal disclosures, terms and conditions or any document that should be viewed but not signed. In signing, supplemental documents are represented by an action strip, keeping them separate from the content that your recipients need to sign and reducing the complexity for viewing and signing. Recipients view and accept supplements before they can complete a document. For more on this feature see the Send Supplemental Documents guide.

To create a hyperlink custom field using #HREF Text field

Steps

  1. Log into DocuSign eSignature as an Administrator. 
  2. Click Settings at the top of the page.
  3. Select Document Custom Fields under SIGNING AND SETTINGS. 
  4. Click ADD FIELD.
  5. Enter:
  • Name: #HREF_DocuSignSupport
  • Type: Text Field
  •  Initial Value: { text for hyperlink } i.e. Visit the DocuSign Support Center
  1. Check: Required field and Read only. Optionally check: Shared ( if you would like others on your account to use this Custom Field )
  1. Tooltip: { url for hyperlink } i.e. https://support.docusign.com 
 
  1. Click SAVE.
 

Sending

You will create an envelope as usual. When tagging you will need to select the Custom Field panel on the left. Locate your hyperlink custom field and drag and drop on to your document.

Note: If you need to have more than one recipient interact with the hyperlink, select the Field and click on Collaboration then select Recipients Can collaborate.
In this way the tag will still be interactive even for other recipients. Collaborative fields needs to be enabled for the option to be visible.
 

Signing 

Here is what the signer will see when they receive an envelope with a hyperlinked custom field.

Once clicked singers are warned that they will be taken to an external website.

Learn More