Before you begin
DocuSign Recipient Tags can be created using the latest version of DocuSign. If your table in Quickbase says just "Recipient Tags," you're not on the latest version and will have different steps. If that's the case, submit a technical support case and we'll work to update you to the latest version.
About DocuSign Recipient Tags
Creating DocuSign Recipient Tags is a critical part of the DocuSign template setup. You can plot tags on your Document Template similarly to our document generation extensions, like Exact Forms Plus and PDF Stamper.
Recommended next steps
The following articles list our recommended steps for creating additional DocuSign Recipient Tags on your own. You can add these tags to a familiar document, or create a new Document Template to get additional value.