How Do I Create a Fillable Form in Docusign
- George Apostolov
How Do I Create a Fillable Form in Docusign: step-by-step guide
Click on 'Templates' in the top menu.
Select 'Create a Template'.
Customize the field properties by adding a template name.
Add your template description.
Click 'Upload' to add your documents.
You can select and upload files from Desktop, Box, Dropbox, Google drive and One drive.
If needed, set the order in which recipients will receive the document by setting a signing order.
Go to the 'Add message' and provide an email subject in the space provided.
Enter your email message in the empty field as well.
Click 'Next' to enter the document editing view.
Drag and drop fields from the left sidebar onto your document.
Add fields such as date signed, signature and full name.
Once you’ve added all necessary fields, click 'Preview'.
By following these steps, you can easily create and send fillable forms using DocuSign.
Once you’ve added all necessary fields, click 'Save and Close'.
Quick answer: To create a fillable form in DocuSign, click Templates, select Create a Template, add a name and description, upload documents, set a signing order, add an email subject and message, click Next, drag and drop fields from the sidebar, preview, and click Save and Close.
About this DocuSign tutorial
Build and send fillable forms in DocuSign by uploading documents, adding recipients, placing custom fields, and saving your new template. This guide covers how Do I Create a Fillable Form in Docusign in 15 steps, starting with "Click on 'Templates' in the top menu" and finishing with "Once you’ve added all necessary fields, click 'Save and Close'". The interactive demo above is a click-through copy of the real DocuSign interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does how Do I Create a Fillable Form in Docusign take?
15 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your DocuSign data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under DocuSign. Related guides: How to Access Documents in DocuSign, How to Add Fields in Docusign and How to Add Witness Signature in DocuSign. Last reviewed 05 Oct 2026.
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