DocuSign - Tabs in Custom Reports

By Roger Diller
1 min

Getting DocuSign To Auto Locate Tabs in a Custom Report

Tabs in DocuSign represent the added attributes to a document. Each tab must be associated with a Recipient, and have some way to place itself in the document. Our internal reports are using an anchor-text approach, with hidden text placed next to fields.

The Default Financial Report, for example, has hidden text in these locations.

image-20240307-223753.png

The hidden text pattern is derived from the following: https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/pdf-transform/#:~:text=PDF%20form%20field%20transformation%20enables,from%20which%20they%20were%20generated.

Supported Anchor Text types:

  • eSignSignHere

  • eSignDate

Each anchor text should be succeeded with an index based on the Recipient count. Currently, custom reports support only one recipient. Here is an example on how the text would need to appear on a report.

Signature: {eSignSignHere1} Date: {eSignDate1}