Ever want to have a signer read, fill in, or sign an entire document without skimming through optional fields? Alternatively, do you want users to have an expedited signing experience? Navigation rules determine how users are guided through the document signing process. They can be leveraged to streamline the signing process or require in-depth interaction by prompting users to fill in only required fields, all fields, all empty fields, etc. Signers are guided through this process by clicking the “Next Page” or “Sign Here” icon on the left-hand side of the page.
There are currently seven different ways to set up auto navigation:
Navigate required fields: Signers will only be prompted to fill in fields marked as required. Any field marked as optional, check-boxes, and document text in between required fields will be skipped when selecting “Next” during singing. This option still requires users to review required fields that have already been filled in.
Navigate blank required fields: This option only directs signers to fields marked as required that have not been previously filled in, e.g., either from an earlier singing session or previous signers. This is typically the fastest signing experience option.
Navigate all fields: Signers are prompted to sign all fields.
Page only: In this case the signer must manually walk through the entire document until it’s completed. If you only have a one page document, the signer must select “Complete” in addition to any signing requirements. This option is useful if you request users to read a document in full.
Page then Navigate required fields: This process takes the signer to the next page (when applicable) and then prompts them to fill in all required fields and review those already filled in.
Page then Navigate blank required fields: This process takes the signer to the next page (when applicable) and then prompts them to fill in only required fields still left blank.
Page then Navigate all fields: The navigation takes users to the top of the next page and then prompts them to click “Next” to navigate all fields. If there are no fields on a page, the user is taken to the next page for completion.
To adjust the auto-navigation rules for signers, follow these steps:
Note: To adjust the navigation rules, one must be a DocuSign administrator. If you don’t see this option enabled, contact your account administrator.
- Log in to your DocuSign account, click your profile image, then click Preferences.
- Under Account Administration, click Features.
- Scroll to and click the Signing auto-navigation rule drop-down, then click the preferred rule.
- Scroll to and click Save.
Signers will now be prompted to sign based on the selected rule.