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Add Tab for Recipient in Docusign

What is the format for the data in tabs for the anchor string here?  I can't find a good example

 

 

MT090511_0-1672191700580.png

 

1 ACCEPTED SOLUTION

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Thanks for the article it was helpful.

 

you need to indicate the anchor on the word document for each tab type you want.  I added one for signature, name, title, and date.  You can set the anchor to whatever you want by placing it between two '/'  I have a step in my flow for /s1/ and /s2/ with 2 different recipient ID's.  Go ahead and make the text white so that you can't actually see it on the document as well.

 

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7 REPLIES 7
edgonzales
Most Valuable Professional
Most Valuable Professional

@MT090511 

Hey there.  Looking at this, I wonder if there is a place on the document to establish an "Anchor String" with an ID of sorts, and then maybe you put that ID in that field?

 

Not super familiar with it, but I also found this: https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/auto-place/

 

Step 9 has some info on anchor strings that might be helpful.

 

Keep us posted.

-Ed

 

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Thanks Ed! I'll check it out now

Thanks for the article it was helpful.

 

you need to indicate the anchor on the word document for each tab type you want.  I added one for signature, name, title, and date.  You can set the anchor to whatever you want by placing it between two '/'  I have a step in my flow for /s1/ and /s2/ with 2 different recipient ID's.  Go ahead and make the text white so that you can't actually see it on the document as well.

 

MT090511_0-1672329991982.png

 

Elsayen
New Member

Hi, 

 

I am facing issues where creating 2 tabs with both in the same type either text / checkbox. When I tested the flow, all checkboxes will be ticked at the same time. Can someone help on this?

Thank you.

Elsayen_0-1676629012693.png

 

use a unique signpost for each one

stacehamilton
Regular Visitor

Can you possibly elaborate by what you mean use a different signpost for each one?  for checkboxes tabs there doesn't seem to be a Data label field that I am seeing as I have the same checkbox issue with all populating. thank you.

7ristam
New Member

In "tabs label" you must enter a unique "name" for each of them:

Captura de tela 2023-09-08 155816.png

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