GroundBreaker requires that you create a list of custom fields in DocuSign so that it can auto-populate the template that you wish to have your investors/users sign. We will provide you with a step-by-step set of instructions below that you will need to complete only once, after you do this, you will be able to upload a new template and click-n-drag the fields you want GroundBreaker to auto-populate onto the template from the list you've created here. You will be able to use these fields across multiple documents and templates.
Note: In rare occasions, custom fields area may not appear in your admin dashboard of DocuSign. In this case, first contact your assigned GroundBreaker Account Manager with your DocuSign login credentials so we can verify this and we will contact DocuSign to ask them to activate it for you.
From this page, Custom Fields, you will need to repeat the following steps until all custom fields have been added into your account
Repeat steps 1 through 4 for each name found below. Be sure to note that the "type" should always be "Text Field".
Once you have input all of the custom fields listed, you can now click "Go To DocuSign" at the top of the screen, the system will save your changes and you're all set.