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

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

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:
approveTabs
checkboxTabs
companyTabs
dateSignedTabs
firstNameTabs
fullNameTabs
initialsHereTabs
lastNameTabs

numericalTabs
signatureTabs

textTabs
titleTabs

Tab Position Type

Specifies the method for placing the field in the document. The following values are available:
Anchor
Fixed

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:
pixels
inches
mms
cms

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