Accessibility Requirements
It is important that your documents are accessible to those with different abilities. To make sure you're creating accessible "source documents" (a Word doc, Google doc or PDF document) your original layout must be accessible before you import it into DocuSign for signature workflow.
Steps to incorporate accessibility:
- Start Here: Review this 10 minute video about making Word and Google Docs Accessible in DocuSign(link is external)
- We recommend a Microsoft Word Document or a properly tagged PDF/UA doc
- Use Tooltips for Form Fields(link is external). This is critical hover-over text to describe the contents of the field
- Checkboxes and Radio Buttons must have a named value
- Account Administrators should NOT disable the "Select a Style" signature adoption method. This makes it more difficult for screen readers to allow signature options for the Adopt and Sign signing step
More links for working with Accessibility in DocuSign:
- Take a Berkeley class on Accessibility(link is external) - this is highly recommended
- You can review and bookmark Berkeley's Accessibility Website(link is external) here
- DocuSign.com/accessibility for more information
- DocuSign Accessibility Overview(link is external)
- Sending Accessible Envelopes(link is external)
- Optimizing Accessibility in DocuSign for Sending(link is external)
Use these resources to create an accessible PDF(link is external), and accessible Google Docs(link is external), as well as accessible Word documents