Docusign - how to NOT display the radioButton's value in the tooltip

2 min read 24-09-2024
Docusign - how to NOT display the radioButton's value in the tooltip


In the world of electronic signatures, DocuSign is a leading platform that simplifies the process of obtaining signatures while ensuring compliance and security. However, some users may encounter a common issue: the display of radio button values in tooltips. Below, we will discuss the problem and provide a solution to prevent these values from appearing in tooltips, ensuring a cleaner and more professional appearance for your documents.

Understanding the Problem

When creating templates or fields in DocuSign, radio buttons are often utilized to offer recipients multiple choices. However, one frustration users face is that when they hover over these radio buttons, the values of the selections are displayed in tooltips. This behavior can be undesirable for various reasons, including maintaining a clean user interface or protecting sensitive information.

Original Code Scenario

To illustrate this, consider the following example of how a radio button might be coded in DocuSign:

<radioGroup fieldName="options" required="true">
    <radioButton value="Option 1" label="Option 1" />
    <radioButton value="Option 2" label="Option 2" />
</radioGroup>

In the scenario above, when users hover over "Option 1" or "Option 2," the value of each radio button is displayed as a tooltip, which may not always be preferred.

Solution to Hide Radio Button Values in Tooltips

To prevent the radio button values from displaying in tooltips, you can modify the properties of the radio button fields. Here’s a step-by-step guide on how to do that:

  1. Select the Radio Button Field: In your DocuSign template, choose the radio button field you want to customize.

  2. Modify Field Properties: Access the field properties panel, which allows you to change settings related to the radio buttons.

  3. Set Tooltip to Blank: Look for the "Tooltip" field in the properties and simply leave it blank. By doing this, the tooltip will not display any value when the user hovers over the radio buttons.

  4. Preview and Test: After applying these changes, preview the document to ensure the tooltips do not display the values as intended.

Analysis and Practical Example

By hiding radio button values in tooltips, you can improve the overall user experience, particularly in scenarios where the options might be sensitive or where simplicity is key. For instance, in a medical consent form, displaying the full name of a medical procedure in a tooltip could lead to confusion or concern for the patient. Instead, using generic terms in the radio buttons and hiding the values can maintain professionalism and clarity.

Additional Benefits

  • Enhanced User Focus: When tooltips are not cluttered with unnecessary information, users can focus better on making their selections without distractions.

  • Reduced Anxiety: In cases where the options might be sensitive (e.g., legal documents, health-related forms), not showing specific values can reduce anxiety and allow users to make choices more comfortably.

  • Professional Appearance: Maintaining a clean interface enhances the professionalism of your documents, which is crucial for client trust and satisfaction.

Conclusion

In conclusion, not displaying radio button values in DocuSign tooltips can be easily managed by adjusting the tooltip settings for the fields. By following the steps outlined above, you can create a more user-friendly and visually appealing document.

For more tips and best practices on using DocuSign effectively, consider visiting the DocuSign Support Center for a wealth of resources and guidance.

By implementing these strategies, you’ll ensure that your electronic documents not only look professional but also function seamlessly for your users.