Automatically add tags

Question

Using MS Word documents as our source files, is there a way to include special token characters or MS Word fields inside an uploaded document so that Dousing can read the sp

Answer 1

Yes you can do this with DocuSign, as long as you insert these tokens into the document content itself, once the document is uploaded the DocuSign platform will scan through the content and insert any anchor tags where applicable.

For instance, if you have an invisible string in your Word document that is \s1 and you have a Custom Tag saved in your DocuSign account that has \s1 set for its anchor string then signature tabs (or whatever type of tab you'd like) will be inserted wherever \s1 is found in the document. Or if you don't want to save anchor tags at the account level (which means they are applied on all of your envelopes) you can anchor your tabs through api call(s) so that they are only applied to that envelope.

For more information please see the Tab Positioning section under Explore -> Features in the DocuSign Dev Center: http://www.docusign.com/developer-center/explore/features/stick-etabs

You'll see that one common approach is to set the font color of these special tokens to the same color as the document background (usually white) which in turn makes them invisible so that you only see the DocuSign tabs at those locations.