This article is an overview of the DocuSign templates we are using for a faster and convenient way of sending paperwork electronically.


The objective of this article is to discuss the following:

  • Standard Fields
  • Custom Fields
  • Required Field
  • Read Only Field


For a better view, below is a guide on where these fields are located:

Standard Fields

These are commonly used fields and easy to navigate ones. This section is mixed with auto-populated, predetermined, and blank fields. This section has 10 fields but we are only going to elaborate eight (8) as two (2) of those fields, email and company, are usually used under Custom Fields.

  • Signature - a DocuSign user has a saved signature upon creating an account. In creating templates, you can use this standard field under items in need of signature. The signer just need to click on it and their saved signature will automatically populate the field. Below is an example:

  • Initial - the same with the Signature field, a DocuSign user also have a saved initial upon creating an account. Some documents require an initial for most pages which makes this an important field you would want to know. Be reminded that a merchant initial is different from their full signature. See below:

  • Date Signed - this field also auto-populates and is triggered when a document is signed. Using this field will make the date of the document is signed accurate. Be mindful in using this though, as there might be date fields that require a predetermined date, such as but not limited to: business start date, commencement date, and effective date. This is commonly used to date field beside a signature field which requires accuracy of timestamp.

  • Name - this is also a predetermined field where the email is associated, unless otherwise, the signer will manually update it on their end. Use this standard field for items requiring the signers full or printed name.

  • Title - the same with Name field, this is also a predetermined field, unless otherwise, the signer will manually update it.

  • Text - this is used for fields not found in either Standard or Custom field. If you are just keying in a data or information once and is not necessarily needed to be auto-populated, you may want to use the Text field. This is commonly used in the MPA pricing sections as those are not set in stone per account and may vary in each card type. You can also use this for products and services provided as those vary per account, as well.
  • Number - if you want to solely have the field set as strictly number format, you would want to use this field, otherwise, using the Text field is still possible.
  • Checkbox - there are items that mainly requires checking off a box and does not require a text/number.


Custom Fields

Custom fields are similar with standard fields, wherein it is auto-populated in other pages as long as used. However, most custom fields are not predetermined and still require to be keyed in once to trigger auto-population. You may want to use these fields if a certain data or information needs to be found in different pages.


All Custom Fields available won't be discussed but below are common Custom Fields you may want to use, specially with Merchant Processing Applications, in alphabetical order.

  • Bank Documentation Fields
    • Bank Account - use this field to auto-populate succeeding DDA fields.
    • Bank Name - use this field to auto-populate succeeding Name of Bank fields.
    • Bank Routing - use this field to auto-populate succeeding ABA fields.

  • Business Information Fields
    • Biz Address - use this field to auto-populate succeeding business street address fields.
    • Biz City - use this field to auto-populate succeeding business city fields.
    • Biz Email - use this field to auto-populate succeeding business email address fields.
    • Biz Phone - use this field to auto-populate succeeding business phone number fields.
    • Biz State - use this field to auto-populate succeeding business state fields.
    • Biz Website - use this field to auto-populate succeeding business website address fields.
    • Biz Zip - use this field to auto-populate succeeding business zip fields.

  • DBA - use this field to auto-populate succeeding Merchant Doing Business As (DBA) fields.
  • Legal Name - use this field to auto-populate succeeding Business Legal Name fields.
  • Owner Information Fields
    • Owner % - use this field to auto-populate succeeding percentage of ownership fields.
    • Owner City - use this field to auto-populate succeeding owner's home city fields.
    • Owner DOB - use this field to auto-populate succeeding owner's date of birth fields.
    • Owner First Name - if the owner's first and last name needs to be separated, use this field. Otherwise, you would want to use the Standard Field - Name.
    • Owner Last Name - if the owner's first and last name needs to be separated, use this field. Otherwise, you would want to use the Standard Field - Name.
    • Owner Name - this is not recommended, you may want to use Standard Field - Name.
    • Owner Phone - use this field to auto-populate succeeding owner's personal phone number fields.
    • Owner SSN - use this field to auto-populate succeeding owner's Social Security Number (SSN) fields.
    • Owner State - use this field to auto-populate succeeding owner's home state fields.
    • Owner Street Address - use this field to auto-populate succeeding owner's home street address fields.
    • Owner Title - this is not recommended, you may want to use Standard Field - Title.
    • Owner Zip - use this field to auto-populate succeeding owner's home zip fields.


Required Field

This are fields (regardless if Standard or Custom) that you would want the signer to modify or input manually. If this field remains blank, the DocuSign won't be completed. An indicator that a field is required is that the text box is filled with a specific color (depends on how many signers). In below example, Business DBA field is set to be a required field, which means, the owner is obliged to fill it out (if sent blank) or option to modify it (if sent with information).


Fields that you may want to be kept required fields (even if information is already available in the field) are as follows, but not limited to:

  • Business Information
  • Owner's Information
  • Bank Information


Read Only Field

This are fields (regardless if Standard or Custom) that you would NOT want the signer to modify or input manually. If this field remains blank, the DocuSign will still be completed. An indicator that a field is read only is that the text box is hollow. In below example, the pricing field is set to be a read only field, which means, the owner is NOT obliged to fill it out (if sent blank) or DOES NOT have option to modify it (if sent with information).


Fields that you may want to be kept required fields (even if information is already available in the field) are as follows, but not limited to:

  • Pricing Information
  • Products/Services Provided
  • Value of Products/Services