DocuSign tags clearly indicate locations on a document where your recipient (signer) needs to take an action. You can easily add digital signatures, initial, and use other information tags so your recipients (signers) know precisely where to sign, initial the document, or enter information as per the tag.
* Attachment tag allows sender to request additional supporting information to the document. These attachments are uploaded to the DocuSign system and shared with the sender and any other signers or viewers on the document.
Attached items are converted to a PDF and must be under 25 MB in size. For more information on supported attachments, see Supported File Formats.
You can now add custom tags to your PDF template, define properties for each one, all within Salesforce. All of your custom tags will be captured by Docusign and will be visible under Form Data.
Go to PDF Settings tab >> Docusign Settings >> Custom Fields to configure the custom fields. Once you configure them in Salesforce, you do not have to configure them in Docusign.
Name: The name will be shown as mouse hover on the PDF. It will also be stored as field name under Form Data in Docusign
Type: Select the type of the field
List Item: Semi colon separated values for field of type List
Radio Group Name: Enter same name to group multiple radio items
Max length: Maximum characters users can enter in the field
Width: The width of the field
Required: Is this field required on the PDF. Not applicable for checkbox type
Once the fields are defined, you can add those fields anywhere on the template. Please see below snippet on how to add the tags for Signer 1. Similarly, tags can be added for Signer 2, 3, and 4.
----------- Standard Tags -----------
Full name: <span style="color:white">{!Signer1.FullName}</span>
First name: <span style="color:white">{!Signer1.FirstName}</span>
Last name: <span style="color:white">{!Signer1.LastName}</span>
Title: <span style="color:white">{!Signer1.Title}</span>
Email: <span style="color:white">{!Signer1.EmailAddress}</span>
Date Signed: <span style="color:white">{!Signer1.DateSigned}</span>
Initial: <span style="color:white">{!Signer1.InitialHere}</span>
Sign: <span style="color:white">{!Signer1.SignHere}</span>
Attachment Mandatory: <span style="color:white">{!Signer1.SignerAttachment}</span>
Attachment Optional: <span style="color:white">{!Signer1.SignerAttachmentOptional}</span>----------- Custom Tags -----------
Department: <span style="color:white">{!Signer1.Department}</span>
Email: <span style="color:white">{!Signer1.Email}</span>
Joining Date: <span style="color:white">{!Signer1.JoiningDate}</span>
NotifyMe: <span style="color:white">{!Signer1.NotifyMe}</span>
Salary: <span style="color:white">{!Signer1.Salary}</span>
Size: M: <span style="color:white">{!Signer1.Size_M}</span> L: <span style="color:white">{!Signer1.Size_L}</span>
State: <span style="color:white">{!Signer1.State}</span>
