How to add Initials on the Document via "Send for Signature" in the Workflow?

Forum|Forum|8 years ago
April 27, 2018
4 replies
137 views

Hello, in the Workflow, at the "Send for Signature" step, the signature field goes at the bottom of the last page. I would like to put also the signature initials at the bottom of every page automatically.

Is there a way to do that?

Thanks!

eSignature

Best answer by Community Expert

Hi,

Automatic anchor tags need to be applied directly to the template document. The syntax for the tags vary by eSignature provider. Below are links for how to implement automatic anchors for two of the most popular integrations, Adobe Sign and DocuSign. Once you find the correct anchor tag, you will need to place it as many times as you want it to to appear on the document.

https://support.docusign.com/guides/dfs-admin-guide-automatic-anchor-text-and-tags

https://helpx.adobe.com/sign/help/adobesign_text_tag_guide.html

Be sure to check-out the document before making any changes to the template.

Hope that helps!

Brian

C

Community Member

Legacy User

I would like to understand how to do this as well.

C

Community Expert

Answer

Docusign Employee

Hi,

Automatic anchor tags need to be applied directly to the template document. The syntax for the tags vary by eSignature provider. Below are links for how to implement automatic anchors for two of the most popular integrations, Adobe Sign and DocuSign. Once you find the correct anchor tag, you will need to place it as many times as you want it to to appear on the document.

https://support.docusign.com/guides/dfs-admin-guide-automatic-anchor-text-and-tags

https://helpx.adobe.com/sign/help/adobesign_text_tag_guide.html

Be sure to check-out the document before making any changes to the template.

Hope that helps!

Brian

C

Community Member

Legacy User

It worked, thanks a lot!

C

Community Member

Legacy User

Hello,

Could someone provide guidance on utilizing anchor tags for a scenario involving two "send for signature" steps? Imagine there are two external signers in the first signature step. Following that, there are a couple of review or approval steps. Finally, there's a final "send for signature" step for an internal signer. I've noticed that the second signer's signature always appears on top of the anchor tag of the first signer in first signature step, regardless of the order number assigned in the 2nd "send for signature" step. Could you please advise on how to address this situation?

Thank you.

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