FAQ's: How to Shrink Tabs, Use the Optional Sign Here Tab, and What to do if you Forget a Tab

Today we're discussing tabs - the visual cues you place in the location you are requesting signatures and initials when setting up documents for electronic signature.

In October, we released several new features, including one that enables you to change the size of signing tabs, electronic signature and electronic initial tags - useful to ensure that tabs and electronic signature and electronic initial tags do not obscure information on documents. Optional Sign Here Tabs enable you to present options to your customers and clients to sign. You can update envelopes that have been sent, but not yet completed with Correct on the Fly functionality - handy for those moments you've clicked “send” but realized that you forgot to tag a page for signature!

Q: How Do I Shrink Tabs? Can I Make the Signing Tags Smaller?

A: You may now shrink the signature or initial tags in the tagging screen. Simply drag the tag into the document and you will see a slider bar located on the left hand side of the tag. Slide the bar up or down to adjust the size of the tag. (You can see a preview of the size behind the tag.)

Q: What is the Optional Sign Here Tab for & How Do I Use It?

A: You can use this feature when you have purchase order forms for add-on services your customer can buy or want to use DocuSign to present multiple purchase offers - anytime your customer can choose the option they want.

Drag the "Optional Signature" into the document. When your recipient receives the envelope, s/he can accept or decline to sign the optional signature. If accepted, the signature shows on the document. If declined, the signature will not show on the document.

Correct Feature: Uploaded the wrong document? Error in your document? Forgot to place a "Sign Here" or "Initial" tab? Forgot to place a data task? Need more workflow flexibility?

A: You can update envelopes that have been sent, but not completed. You can add or remove documents until someone has completed signing. You can also edit recipients' information and their signing tasks unless they have completed signing. You can add recipients and signing tasks until the envelope is completed.

These new capabilities offer a lot more power and flexibility while you collect electronic signatures on documents. When you open an envelope to correct it, you will see the familiar sending process. Follow the steps below to access and open an envelope to correct:

1. Navigate to the document in question that contains the incorrect email address or name. It can be found in the "Inbox" or "Sent Items" folder with a status of "In Process."
2. Highlight the envelope you want to make changes to by clicking the check box next to it or by clicking it once.
3. Once you have highlighted the envelope in question, click on the "Correct" button above in the Toolbar.
4. Once you have clicked on the "Correct" button, it will take you to a screen that will look like a brand new envelope, but it is the one you previously sent out.
5. Make your changes to the document and once these are done, click "Send." This will send the corrected version of the envelope to your recipient(s).

Note: You may receive a "bounce back" email. This occurs when the correct feature sends an email to the old or "corrected" email address explaining that it is no longer active. It then sends out an email to the new email address asking for the user to sign the document.

These three questions are the three most frequently asked questions about tabs. If you have further questions, please don't hesitate to leave them in the comments - we'll answer them in a future post!