Inserting DocuSign Signature Tags

In Vlocity Web Templates, you can create signature sections. In Vlocity Document Templates based on Microsoft Word or Microsoft PowerPoint documents, you must insert the DocuSign signature tags directly into the Microsoft Word (.docx) or Microsoft PowerPoint (.pptx) file.

Important

To ensure seamless eSignature functionality, don’t modify existing anchor tab settings or create duplicate settings in docusign portal. These settings are critical for proper operation, and any changes—whether in custom settings or within the eSignature platform may lead to unexpected behavior, errors, or disruptions.

You can insert the following DocuSign signature tags into Microsoft Word and Microsoft PowerPoint files:

• Sign Here tags: \vlcSignHere1\ through \vlcSignHere5\

• Date Signed tags: \vlcSignDate1\ through \vlcSignDate5\

• Initial Here tags: \vlcInitialHere1\ through \vlcInitialHere5\

For example, if the contract requires three signatures with corresponding dates, you would enter these tags:

\vlcSignHere1\ \vlcSignDate1\

\vlcSignHere2\ \vlcSignDate2\

\vlcSignHere3\ \vlcSignDate3\

Sample Signature Tags in a Microsoft Word Document

When you send the contract to DocuSign, DocuSign requires that the selected signer places his or her signature on the Designated Signer tab. For more information about sending contracts for signatures, see Submitting a Contract for eSignature.

Note

The ability to create document templates based on Microsoft Word and Microsoft PowerPoint documents is available only in and later.