You must have the tags you want to use in your templates available in DocuSign. For all of the markers that you create when configuring agreement templates, you need to create them from the Member Options > Custom Tags section in DocuSign. The main difference between the tags in the template and in DocuSign is that you can create one tag for each type and use a variable {r} to handle multiple recipients.

For instance, in a template, you may need to have \na1\, \na2\, and \na3\ to account for the 3 recipients of a document, while in DocuSign you just need to create a \na{r}\ tag. To cover standard eSignature requirements the following set of tag types would make a good start:

  • Signature - \si{r}\
  • Initial - \in{r}\
  • Optional Initial - \oin{r}\
  • Name - \na{r}\
  • Company - \cy{r}\
  • Title - \ti{r}\
  • Date Signed - \ds{r}\

There are many other tag types available in DocuSign that you can create to handle the requirements of your implementation.

DocuSign has seven characters they use as automatic tags. While these tags have a prescribed purpose, DocuSign could change their purpose which could impact your implementation. Therefore you are required to create your own tag nomenclature or follow the examples used here.

The DocuSign automatic tag characters are: n, s, i, oi, co, t, and d.

To configure DocuSign tags

  1. From the Home tab, click Edit for the DocuSign ID Card, and then click Member Options > Custom Tags.
  2. Click Add and from the Type list, select a type that you will be using in your templates, such as Text Box.
  3. Enter a Label, Tool Tip, and Anchor. For the anchor, the text is the same as what is typed in your templates, except you replace the number with {r}. For instance, for Text Box, you would enter \t{r}\.
  4. Select Shared if you want the tags to display in documents generated by all users. If you do not select it, the tags will only work when the user who creates the tag generates a document.
  5. Click Save.

The tag is added to the Custom Tags list. When you generate a document with a template that includes the Conga equivalent of the tag created in DocuSign, it will be displayed when the recipient goes to sign the document. You should create a new tag for each type of tag you plan to use in your templates. The corresponding tags must be created in your templates as well if you want them to be included in eSignature documents.