Tag Documents

As a part of the DocuSign process, documents that are to be signed must be tagged by the Sender. In addition to signature fields, DocuSign offers a number of other fields by default.

Tagging Fields

These fields can be used to tag the document, indicating what type of data goes where. These are dragged into the document and placed in the appropriate location on the open document. 

  • Signature - Signature Field (Required by default, can be set to optional)
  • Initial - Initial Field (Required by default, can be set to optional)
  • Signer Attachment - This marks the document for an attachment to be uploaded by the signer selected. (Required by default, can be set to optional)
  • Name - The name of the recipient.  Defaults to Full Name, can be set to just Last Name or just First Name.
  • Email Address - Automatically displays the email address of the recipient.
  • Company
  • Title
  • Date Signed - This field will auto-complete with the date signed and cannot be altered by the recipient.
  • Approve - Button for "Approve". Can be renamed, for example "Released"
  • Decline - Button for "Decline".  Can be renamed, for example "Denied"
  • Data field - A flexible field that allows signer input.  Can be required or optional, can be set to have validation that requires specific types of data entered, such as numbers or dates.
  • Check Box 
  • Radio Button - Defaults to two radio buttons with a plus sign [+] to allow adding more buttons.
  • Drop Down - A list of items to choose from. The Sender builds this list. 
  • Note - This is a note to the Signer from the Sender and will not be displayed to other recipients and will not be saved in the final document. 
  • Formula - Make a simple formula based on fields that are numbers or dates.

Tagging Documents with Multiple Signers

When tagging documents with multiple signers the sender must choose each signer and tag for them individually:

Screen grab of tagging menu

When switching signers, the previous tags will turn from yellow to another color indicating to which signer they apply (The color will match the color in the circle to the right of the signers name in the drop down menu at the top left of the screen):

 

Screen grab of switching signer experience

After tagging is complete, the sender can send the document.