You can indicate on your document where you want DocuSign to include certain actions. You must then add a “meta tag”. This information is made up of the recipient’s role on DocuSign and an “anchor” which is the action he should perform.

The logic of constructing this meta tag is as follows:

**{RoleName}#{anchorName}?required=false**

The writing of this meta tag must be done in English.

Consider the following example: You want the recipient with the “Signer 1” role in DocuSign to be required to sign at a specific location on a document that is not saved as a template in DocuSign. You must then enter the information on this document:

**signer1#signhere**

If this signature is optional, you must then put:

**signer1#signhere**?required=false**

Please note: the meta tag must be written in lowercase.

We advise you to write meta tags transparently so as not to change the shape of your document.

Here are the different actions that can be included in an anchor:

• signhere : the place where the recipient signs.
• initialhere : the place where the recipient puts his initials.
• datesigned : adds the signed date.
• decline : the place where the recipient refuses to sign the document.
• approve : the place where the recipient approves the document.
• company : adds the company name.
• date : the place where the recipient puts a date.
• emailaddress : adds the recipient’s email address.
• email : the place where the recipient adds an email address.
• firstname : adds the recipient’s first name.
• fullname : adds the recipient’s full name.
• lastname : adds the recipient’s last name.
• number : the place where the recipient puts a number.
• title : the place where the recipient puts a title.
• phonenumber (depends on your DocuSign plan) : adds the recipient’s phone number.
• text : the place where the recipient writes a text.

Please note: you cannot use anchors for this type of recipient: “certified delivery”, “agent”, “publisher” and “intermediary”.