Our integration with DocuSign supports DocuSign's Autoplace Tabs. Autoplace Tabs disable the DocuSign Fields toolbar (see below) and enables the recipient of a document for signature to click to sign, date and/or initial the document.
When a recipient receives a document with Autoplace Tabs, they will have the ability to simply click to apply their signature and/or initials. The date is automatically applied based on the current date when the user is viewing the document.
Each tab placed in the document allows the next user to sign in the indicated space. For example, This document has two signature lines. After the first person in the approval workflow has signed, the second recipient is prompted to sign on the next line.
This is accomplished because the portable view template has autoplace tabs for two signers. In the example below, observe that there are two sets of portable view tokens for the signature, initials and date. These work as follows:
|[DocuSign(SignatureIndex=1)]||Places a signature for the first recipient of the document|
|[DocuSign(InitialIndex=1)]||Places the initials for the first recipient of the document|
|[DocuSign(DateIndex=1)]||Places the date the document is signed by the first recipient|
|[DocuSign(CheckBoxIndex=1)]||Places a checkbox the first recipient can optionally check|
|[DocuSign(TextBoxIndex=1)]||Places a text box the first recipient must enter content in|
|[DocuSign(SignatureIndex=2)]||Places a signature for the second recipient of the document|
|[DocuSign(InitialIndex=2)] ||Places the initials for the Second recipient of the document|
|[DocuSign(DateIndex=2)]||Places the date the document is signed by the second recipient|
|[DocuSign(CheckBoxIndex=2)]||Places a checkbox the second recipient can optionally check|
|[DocuSign(TextBoxIndex=2)]||Places a text box the second recipient must enter content in|
Note the pattern used to increment the order of the tokens. As you place the tokens in your form, incrementing the number (e.g. [DocuSign(SignatureIndex=1)], [DocuSign(SignatureIndex=2)], [DocuSign(SignatureIndex=3)], etc...) will create autoplace Tabs for each signer of the document based on the order of your approval flow.
Additional supported token parameters:
Unique checkbox and text box values: Users must define a "FieldName" for each token to use multiple text or checkboxes. If a name is not defined, the values entered by the signer will apply to all tokens of the same type. For example:
Text Box Required: Users can set a text box as required or optional. The token is Required="true" by default if no parameter is used. For example:
Text Box Width: Users can set the width of a text box. The text box width is 200 pixels by default if no parameter is used. For example:
The tokens that create the Autoplace tabs work in both Word Portable View templates as well as Stimulsoft portable views. The available tokens can be found in the Common Tokes tab of the Portable View configuration. For reference a sample portable view template is attached to this article.