I am trying to understand if I can add HTML elements to the note in DOCUSIGN template.
The reason is I want certain text of NOTE to be BOLD and certain to be regular characters.
Appreciate your help
Based on my testing, it's possible to specify BOLD text within a note by using the API, but not by using the DocuSign web console (UI).
For example, if I submit a "Create Envelope" API request with the following recipients structure -- including a recipient note that specifies BOLD text -- the bold text correctly renders both in the email that the recipient receives, as well as in the Note that's displayed to the recipient when they open the Envelope:
<recipients> <signers> <signer> <email>[email protected]</email> <name>John Doe</name> <recipientId>1</recipientId> <routingOrder>1</routingOrder> <note>Test note with <b>BOLD text</b>.</note> <tabs> <signHereTabs> <signHere> <documentId>1</documentId> <pageNumber>1</pageNumber> <xPosition>10</xPosition> <yPosition>100</yPosition> </signHere> </signHereTabs> </tabs> </signer> </signers> </recipients>
However, using that same technique to specify bold text within a Note using the DocuSign web console (UI) doesn't work -- the text is NOT bold in either the email that the recipient receives or in the note they see within the Envelope itself. i.e., here's how I specified the Note via the DocuSign UI:
And here's how it renders both in the email and in the Envelope for the recipient: