DocuSign tags

DocuSign eSignature tags for recipients let you embed signee information to pull into your organization or project templates. DocuSign tags used in a template are read when sending a document for signature.

The DocuSign tags serve as placeholders for the eSignatures. Change's DocuSign tags also include tags that serve as placeholders for text boxes, check boxes, drop-down lists, and radio buttons that are added by the document sender in the DocuSign Sender view. These tags are available for eSign 1-10 and for each project contact. When you add the tags in the template, you ensure that the corresponding item is consistently placed. For text and drop-down lists, you only place one tag in the template. For check boxes, you place one tag for each option. For radio buttons, a single tag places two buttons in the document. You can add more radio button tags for additional buttons.

When a document with these tags is opened in the DocuSign Sender view, the tags are present, but they do not have values. You can add the values from the Sender view. For example, if the template has three check box tags, when the document is opened in DocuSign, three empty check boxes are shown. You then add the value for each check box in DocuSign.

Refer to the instructions on the Instructions tab of the Excel file for information about DocuSign tags.