Here’s a step-by-step guide to adding DocuSign fields—such as text fields, checkboxes, and radio buttons—to your Docupilot templates using anchor tags and JSON configuration.
By default, Docupilot supports the following fields for each signer:
- Three optional text fields
- Three required text fields
- Three optional attachments
- Three required attachment fields
For detailed information on default anchor tags supported in Docupilot, please refer to our help doc on Placing Automatic Anchor Text in Template.
In case you need additional fields, Docupilot provides customizable anchor tags, enabling you to add more fields to your template. The following 2-step process will guide you in setting up these fields efficiently.
Step 1: Place Anchor Tags in Your Docupilot Template
Start by placing anchor tags in your Docupilot template at the locations where you want the DocuSign fields to appear.
-
Text Fields: Use an anchor tags like
\tbx_1_text\,\tbx_2_text\in your template where the text field should appear. -
Checkboxes: Use an anchor tags such as
\chk_1_checkbox\,\chk_2_checkbox\for checkboxes. -
Radio Buttons: Use an anchor tags like
\rb_1_radio\,\rb_2_radio\for radio buttons.
Important Note: These fields will be placed over the tags in the generated document. So we recommend updating the font color of the tags to white (or matching the document’s background color) to hide them and maintain a clean document appearance.
Step 2: Define Field Labels Using Custom Anchor Tags
Once the anchor tags are placed and uploaded to Docupilot, navigate to Deliveries > DocuSign Delivery > More Options in your Docupilot template to define the labels and customize the fields as shown below.
- Text Fields Setup:
Key Fields in TextTabs:
- width: Specifies the width of the text input field.
- required: Marks the field as mandatory (“true” or “false”).
- tabLabel: The label/identifier used to extract data from completed documents.
- anchorString: Placeholder in your document where the text field should appear (e.g., \tbx_1_text\ ).
Example JSON for Text Field:
{
"signer1": {
"textTabs": [
{
"width": 100,
"required": "true",
"tabLabel": "Label_1",
"anchorString": "\\tbx_1_text\\",
"anchorIgnoreIfNotPresent": "true"
}
]
}
}
This configuration places a required text field in your document where \tbx_1_text\ is located. To make it optional, set the “required” field value to “false”.
- Checkbox Fields Setup:
Key Fields in checkboxTabs:
- tabLabel: The label used for the checkbox.
- anchorString: The placeholder in your document where the checkbox should appear (e.g., \chk_1_checkbox\ ).
- anchorHorizontalAlignment: Defines the horizontal alignment of the checkbox (e.g., “left”, “center”, “right”).
Example JSON for Checkboxes:
{
"signer1": {
"checkboxTabs": [
{
"tabLabel": "c1",
"anchorString": "\\chk_1_checkbox\\",
"anchorHorizontalAlignment": "left"
}
]
}
}
This configuration places a checkbox in your document where \chk_1_checkbox\ is located.
- Radio Buttons Setup:
Key Fields in radioGroupTabs:
- radios: A list of individual radio buttons.
- anchorUnits: Specifies the unit of measurement for the position (e.g., “pixels”).
- anchorString: The placeholder in your document where the radio button should appear (e.g., \rb_1_radio\ ).
- anchorXOffset and anchorYOffset: Define the position of the radio button relative to the anchor point as required.
- anchorHorizontalAlignment: Specifies the horizontal alignment of the radio button (e.g., “left”, “right”).
Example JSON for Radio Buttons:
{
"signer1": {
"radioGroupTabs": [
{
"radios": [
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
}
]
}
]
}
}
This configuration creates a radio button, positioned and aligned as specified.
Save the Configuration:
Once you’ve defined the JSON configuration in Custom Anchor Tags, save your changes to the template. This will allow you to dynamically add DocuSign fields to your templates for electronic signing.
Putting It All Together:
If you would like to have multiple fields for multiple signers, the Json can be configured in the following ways:
- Multiple Text fields and Checkboxes for single Signer:
{
"signer1": {
"textTabs": [
{
"width": 100,
"required": "true",
"tabLabel": "Label_1",
"anchorString": "\\tbx_1_text\\",
"anchorIgnoreIfNotPresent": "true"
},
{
"width": 100,
"required": "true",
"tabLabel": "Label_1_1",
"anchorString": "\\tbx_1_1_text\\",
"anchorIgnoreIfNotPresent": "true"
},
{
"width": 100,
"required": "true",
"tabLabel": "Label_1_2",
"anchorString": "\\tbx_1_2_text\\",
"anchorIgnoreIfNotPresent": "true"
}
],
"checkboxTabs": [
{
"tabLabel": "checkbox 1",
"anchorString": "\\chk_1_checkbox\\",
"anchorHorizontalAlignment": "left"
},
{
"tabLabel": "checkbox 1_1",
"anchorString": "\\chk_1_1_checkbox\\",
"anchorHorizontalAlignment": "left"
},
{
"tabLabel": "checkbox 1_2",
"anchorString": "\\chk_1_2_checkbox\\",
"anchorHorizontalAlignment": "left"
}
]
}
}
- Multiple Checkboxes and Radio Buttons for single Signer:
{
"signer1": {
"checkboxTabs": [
{
"tabLabel": "checkbox 1",
"anchorString": "\\chk_1_checkbox\\",
"anchorHorizontalAlignment": "left"
},
{
"tabLabel": "checkbox 1_1",
"anchorString": "\\chk_1_1_checkbox\\",
"anchorHorizontalAlignment": "left"
},
{
"tabLabel": "checkbox 1_2",
"anchorString": "\\chk_1_2_checkbox\\",
"anchorHorizontalAlignment": "left"
}
],
"radioGroupTabs": [
{
"radios": [
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
},
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_1_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
},
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_2_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
}
]
}
]
}
}
- Mutliple Text Fields and Radio Buttons for single Signer:
{
"signer1": {
"textTabs": [
{
"width": 100,
"required": "true",
"tabLabel": "Label_1",
"anchorString": "\\tbx_1_text\\",
"anchorIgnoreIfNotPresent": "true"
},
{
"width": 100,
"required": "true",
"tabLabel": "Label_1_1",
"anchorString": "\\tbx_1_1_text\\",
"anchorIgnoreIfNotPresent": "true"
},
{
"width": 100,
"required": "true",
"tabLabel": "Label_1_2",
"anchorString": "\\tbx_1_2_text\\",
"anchorIgnoreIfNotPresent": "true"
}
],
"radioGroupTabs": [
{
"radios": [
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
},
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_1_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
},
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_2_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
}
]
}
]
}
}
- Multiple fields for single Signer
{
"signer1": {
"textTabs": [
{
"width": 100,
"required": "true",
"tabLabel": "Label_1",
"anchorString": "\\tbx_1_text\\",
"anchorIgnoreIfNotPresent": "true"
},
{
"width": 100,
"required": "true",
"tabLabel": "Label_1_1",
"anchorString": "\\tbx_1_1_text\\",
"anchorIgnoreIfNotPresent": "true"
},
{
"width": 100,
"required": "true",
"tabLabel": "Label_1_2",
"anchorString": "\\tbx_1_2_text\\",
"anchorIgnoreIfNotPresent": "true"
}
],
"checkboxTabs": [
{
"tabLabel": "checkbox 1",
"anchorString": "\\chk_1_checkbox\\",
"anchorHorizontalAlignment": "left"
},
{
"tabLabel": "checkbox 1_1",
"anchorString": "\\chk_1_1_checkbox\\",
"anchorHorizontalAlignment": "left"
},
{
"tabLabel": "checkbox 1_2",
"anchorString": "\\chk_1_2_checkbox\\",
"anchorHorizontalAlignment": "left"
}
],
"radioGroupTabs": [
{
"radios": [
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
},
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_1_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
},
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_2_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
}
]
}
]
}
}
- Multiple fields for Multiple Signers
{
"signer1": {
"textTabs": [
{
"width": 100,
"required": "true",
"tabLabel": "Label_1",
"anchorString": "\\tbx_1_text\\",
"anchorIgnoreIfNotPresent": "true"
},
{
"width": 100,
"required": "true",
"tabLabel": "Label_1_1",
"anchorString": "\\tbx_1_1_text\\",
"anchorIgnoreIfNotPresent": "true"
},
{
"width": 100,
"required": "true",
"tabLabel": "Label_1_2",
"anchorString": "\\tbx_1_2_text\\",
"anchorIgnoreIfNotPresent": "true"
}
],
"checkboxTabs": [
{
"tabLabel": "checkbox 1",
"anchorString": "\\chk_1_checkbox\\",
"anchorHorizontalAlignment": "left"
},
{
"tabLabel": "checkbox 1_1",
"anchorString": "\\chk_1_1_checkbox\\",
"anchorHorizontalAlignment": "left"
},
{
"tabLabel": "checkbox 1_2",
"anchorString": "\\chk_1_2_checkbox\\",
"anchorHorizontalAlignment": "left"
}
],
"radioGroupTabs": [
{
"radios": [
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
},
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_1_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
},
{
"anchorUnits": "pixels",
"anchorString": "\\rb_1_2_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
}
]
}
]
},
"signer2": {
"textTabs": [
{
"width": 100,
"required": "true",
"tabLabel": "Label_2",
"anchorString": "\\tbx_2_text\\",
"anchorIgnoreIfNotPresent": "true"
},
{
"width": 100,
"required": "true",
"tabLabel": "Label_2_1",
"anchorString": "\\tbx_2_1_text\\",
"anchorIgnoreIfNotPresent": "true"
},
{
"width": 100,
"required": "true",
"tabLabel": "Label_2_2",
"anchorString": "\\tbx_2_2_text\\",
"anchorIgnoreIfNotPresent": "true"
}
],
"checkboxTabs": [
{
"tabLabel": "checkbox 2",
"anchorString": "\\chk_2_checkbox\\",
"anchorHorizontalAlignment": "left"
},
{
"tabLabel": "checkbox 2_1",
"anchorString": "\\chk_2_1_checkbox\\",
"anchorHorizontalAlignment": "left"
},
{
"tabLabel": "checkbox 2_2",
"anchorString": "\\chk_2_2_checkbox\\",
"anchorHorizontalAlignment": "left"
}
],
"radioGroupTabs": [
{
"radios": [
{
"anchorUnits": "pixels",
"anchorString": "\\rb_2_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
},
{
"anchorUnits": "pixels",
"anchorString": "\\rb_2_1_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
},
{
"anchorUnits": "pixels",
"anchorString": "\\rb_2_2_radio\\",
"anchorXOffset": "-25",
"anchorYOffset": "-5",
"anchorHorizontalAlignment": "right"
}
]
}
]
}
}
- Sample Output:
Below sample snippet provides a preview of the expected output for each DocuSign field, configured using custom anchor tags in your Docupilot template.
By following these two steps, you can set up DocuSign fields in your Docupilot templates and streamline your electronic signing process.
Feel free to try this setup and reach out if you need any assistance—we’re here to help!