Templates are configured in the typical way using X-Author; however, you can add DocuSign specific markup that indicates you want to have a tag inserted in the document when it is generated.

These tags are used to display the Sign Here and Initial Here notes within the generated documents that are sent for eSignature. You can include these tags for multiple signatories, the below table showing tags for up to four. It is based on the suggested tag types, and characters to use with them, listed for configuring the DocuSign tags.

The tag types are entered into the templates as standard text.

Tag TypeSigner 1Signer 2Signer 3Signer 4
Signature\si1\ \si2\\si3\\si4\
Initial\in1\\in2\ \in3\ \in4\
Optional Initial\oin1\ \oin2\ \oin3\ \oin4\
Name\na1\\na2\ \na3\ \na4\
Company\cy1\ \cy2\ \cy3\ \cy4\
Title\ti1\\ti2\ \ti3\ \ti4\
Date Signed\ds1\ \ds2\ \ds3\ \ds4\
Checkbox\cb1\ \cb2\ \cb3\ \cb4\
Company\co1\ \co2\ \co3\ \co4\
Date\dt1\ \dt2\ \dt3\ \dt4\
Date Signed\ds1\ \ds2\ \ds3\ \ds4\
Email Address\em1\ \em2\ \em3\ \em4\
First Name\fn1\ \fn2\ \fn3\ \fn4\
Full Name\fna1\ \fna2\ \fna3\ \fna4\
Last Name\ln1\ \ln2\ \ln3\ \ln4\
Note\nt1\ \nt2\ \nt3\ \nt4\
Number\no1\ \no2\ \no3\ \no4\
Radio Group\rg1\ \rg2\ \rg3\ \rg4\
SSN\sn1\ \sn2\ \sn3\ \sn4\
Text\txt1\ \txt2\ \txt3\ \txt4\
Zip\zi1\ \zi2\ \zi3\ \zi4\

For more information on tags and how they are displayed in documents, see Using Anchor Tags from the DocuSign site.

To configure templates to use DocuSign tags

  1. Connect to X-Author Contracts and go the Templates tab.
  2. Click New and create a new template or click Check-Out to open an existing template.
  3. To include a marker in the template that will be used as a DocuSign tag when the document is generated, type in the desired text, per the Tag Type table.
  4. To anchor a tag to a particular word, such as Employee ID or Employee name, add a tag to the agreement such as \employee.name\. Specify the same tag name in the Anchor field of a custom tag in DocuSign. For more information about specifying anchor tags, refer the DocuSign documents. 
    For example, these tags (\in1\, \si1\, \na1\, \ds1\) are used below to include the customer initials, signature, name, and signing date.



    After typing the tags, you should highlight them one at a time and change their font color to white or to the background color for the document. This ensures the characters used for the tags are not displayed in the generated document.
  5. Finish editing the template as required and then click Check-in to have the template checked into Salesforce.

The template can now be used with agreements that will be sent for signature via DocuSign. When the document is opened — and the corresponding tags have been created in DocuSign — the tags will be displayed.

The template can also be used for standard documents you want to have manually signed. As long as you have made the tag characters white or the same as the background color, they will not show up in the document.