Users can create Custom Tabs to use in the DocuSign Signing Process to gather information from the customers at the time of signing. The information will be stored in the signed PDF but not imported back into the software.
Adding a Custom Tab
Specify Tab Type of Custom
Enter Anchor String - text that can be found in the RDL
Enter Custom Tab Label - this will be the text that displays when a user hovers over the box in the signing process
Enter Tab Name - the name of the information to be stored. If the same name is used for more than one tab the data saved will be the same.
Select Type
Width - used to specify the size of the text box
Height - used to specify the height of the text box
Required - used to specify if the field is required for signing or not
Locked - used to specify if the field is locked from edit
Disable Auto Size - used to disable the auto size of the text box
List of Item - when using the List Tab Type users can specify the list of choices by separating descriptions with a semi-colon
List of Value - when using the List Tab Type users can specify the value given to each list item above
List Default - when using the List Tab Type users can specify the default value
Radio Group Name - used to group several Group Tab Types together with a common name in the label of the field
Validation Pattern - available for use on all custom tab types except radio buttons, checkboxes, and list items you may supply a regular expression that will be validated when data is entered in the field. This is optional and if not provided the default DocuSign validation rules will apply. Javascript RegEx object is used for regular expression validation. Regular expressions must be supported by this object to resolve. Users can google "Regex Libraries" for sample code.
Validation Message - message to be displayed to the signer if the validation pattern fails. Optional