Connect to X-Author Contracts and go the
Templates tab.
Click New and create a new template or click Check-Out to open an existing template.
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.
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.
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.
