ApproveIT 365
Docusign Tab sets
In the DocuSign Tab Sets list it is possible to define sets of multiple tabs (fields) that can be sent to DocuSign for a recipient to review.
This allows multiple fields on a single document (instead of only a signature field).
The following fields are available on the DocuSign Tab Sets list page:
Field | Description |
---|---|
Code | Specifies the code for the tab set. |
Description | Specifies the description for the tab set. |
Tabs | Specifies the tab/field count configured for this tab set. |
From the DocuSign Tab Sets list page the set details can be viewed by using the Lines page action.
The following fields are available on the DocuSign Tab Set Lines list page:
Field | Description |
---|---|
Tab Order | Specifies the order for the DocuSign tabs. |
Tab Type | Specifies the type of field that is used on the document in the DocuSign portal. The following values are available: numericalTabs textTabs |
Tab Position Type | Specifies the method for placing the field in the document. The following values are available: |
Anchor String | Specifies the anchor string used for the position of the field in the document. Only used in combination with Tab Position Type Anchor. |
Anchor Units | Specifies the unit code used for the position of the field in the document. The following values are available: |
X Position | Specifies the horizontal position for the field in the document. For Tab Position Type Anchor this is the offset from the anchor string. |
Y Position | Specifies the vertical position for the field in the document. For Tab Position Type Anchor this is the offset from the anchor string. |
IDYN 2024