Configuring Templates
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 Type |
Signer 1 |
Signer 2 |
Signer 3 |
Signer 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.
