Recipient tab types

Recipient Tags/Tabs

Recipient tags are used to identify where on your document you want a signer to take a specific action.

Most commonly used recipient tags for DocuSign are Sign Here and Initial Here. These tags require a recipient to provide their digital signature or initials at the exact location specified in the recipient tag table.

Some tabs enable values to be entered by the signer. Those tabs' values can be preset. Other tab types use information that is already recognized by the DocuSign platform. These tabs cannot have their value updated on a per-tab basis by our integration. In some cases, the info can be set/populated from Quickbase fields using a different technique. For example, the Full Name tag uses the signer's name, which can be found within Quickbase if requested.

Here is the list of tags and whether you can or cannot set their values in the tab definition:

Tag Type	Description
Approve	Allows the recipient to approve documents without placing a signature or initials on the document. If the recipient clicks the tab during the signing process, the recipient is considered to have signed the document. No information is shown on the document of the approval, but it is recorded as a signature in the envelope history. This value can't be set.
Checkbox	Allows the recipient to check a yes/no (on/off) option. This value can be set.
Company	Displays the recipient's company name. This value can't be set.
Date Signed	Displays the date that the recipient signed the document. This value can't be set.
Date	Allows the recipient to enter a date. Date tabs are one-line fields that allow date information to be entered in any format. The tooltip for this tab recommends entering the date as MM/DD/YYYY, but this is not enforced. The format entered by the signer is retained. If you need a particular date format enforced, DocuSign recommends using a Text tab with a validation pattern and a validation message to enforce the format. This value can be set.
Decline	Allows the recipient the option of declining an envelope. If the recipient clicks the tab during the signing process, the envelope is voided. This value can't be set.
Email Address	Displays the recipient's email as entered in the recipient information. This value can't be set.
Email	Allows the recipient to enter an email address. This is a one-line field that checks that a valid email address is entered. It uses the same parameters as a Text tab, with the validation message and pattern set for email information. When getting information that includes this tab type, the original value of the tab when the associated envelope was sent is included in the response. This value can be set.
Envelope ID	Displays the envelope ID. Recipients cannot enter or change the information in this tab. This value can't be set.
First Name	Displays the recipient's first name. This tab takes the recipient's name as entered in the recipient information, splits it into sections based on spaces, and uses the first section as the first name. This value can't be set.
Formula Tab	The value of a formula tab is calculated from the values of other Number or Date tabs in the document. When the recipient completes the underlying fields, the formula tab calculates and displays the result. This value can be set. The `formula` property of the tab contains the references to the underlying tabs.
Full Name	Displays the recipient's full name. This value can't be set.
Initial Here	Allows the recipient to initial the document. May be optional. This value can't be set.
Last Name	Displays the recipient's last name. This tab takes the recipient's name as entered in the recipient information, splits it into sections based on spaces, and uses the last section as the last name. This value can't be set.
List	This tab offers a list of options to choose from. The `listItems` property is used to specify the selectable options. This value can be set.
Note	Displays additional information, in the form of a note, for the recipient. This value can be set.
Number	Allows the recipient to enter numbers and decimal (.) points. This value can be set.
Radio Group	This group tab is used to place radio buttons on a document. The `radios` property is used to add and place the radio buttons associated with the group. Only one radio button can be selected in a group. This value can be set.
Sign Here	Allows the recipient to sign a document. May be optional. This value can't be set. Note: `signHere` tabs can also be used to add a visual representation for an electronic seal in a document.
Signer Attachment	Allows the recipient to attach supporting documents to an envelope. This value can't be set.
SSN	A one-line field that allows the recipient to enter a Social Security Number. The SSN can be typed with or without dashes. It uses the same parameters as a Text tab, with the validation message and pattern set for SSN information. This value can be set.
Text	Allows the recipient to enter any type of text. This value can be set.
Title	Displays the recipient's title. This value can't be set.
View	The View tab is used with the Approve tab to handle supplemental documents. This value can be set.
Zip	Allows the recipient to enter a ZIP code. The ZIP code can be five digits or nine digits in the ZIP+4 format. The ZIP code can be typed with or without dashes. It uses the same parameters as a Text tab, with the validation message and pattern set for ZIP code information. This value can be set.