Hi there,
I'm a Realtor working to create a scalable system for building DocuSign templates with anchor tags — and I’m doing it all on a Mac (macOS). I’m not using Salesforce, just standard DocuSign templates and TAR-promulgated PDF forms. Also, I’m SUPER detailed/overall longer-term goal OCD… I want to do it right the first time and not have to worry about what could go wrong, haha.
Here’s what I have and what I’m hoping to accomplish:
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I have downloaded black TAR forms (PDFs from zipForm or Texas REALTORS)
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I need a software that I can add white text anchor tags (e.g.,
\seller_signature1\
) -
Copy/paste multiple anchor tags or text boxes at once to save time
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Export the final doc as a flattened PDF with embedded/burned-in, searchable text so DocuSign automatically detects the anchor tags
I know that Preview on Mac works — anchor tags show up in DocuSign — but it’s painfully slow. You can’t bulk copy/paste or move anchor blocks around efficiently, and I’m working with 200+ documents, so speed matters.
Is there a tool (free or low-cost) that:
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Works on Mac
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Preserves the text layer (not image-based like Canva)
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Allows bulk tag management or reusable layouts
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Produces DocuSign-friendly PDFs?
Thanks in advance for any suggestions or workflows that work for you!