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Conga Support

Use DocuSign Anchor Tags with PDF Forms

You can add DocuSign automatic anchor tags to a PDF form template for use with Conga Composer. Using this method, both Conga merge fields and DocuSign automatic anchor tags populate when the template is sent for signature. These instructions are specific to Adobe Acrobat X Standard.

  1. To add DocuSign signature tags to a PDF form (using Adobe Acrobat X Standard):
  2. Create a PDF form template with Conga Composer merge fields. Detailed information about how to use PDF forms with Conga Composer is available in the PDF forms reference guide. When the PDF form template with Composer merge fields is created, you can add DocuSign anchor tags.
  3. Open your PDF form in Adobe Acrobat and select View->Tools->Forms.
  4. Click Edit in the list of options in the right column.
  5. Determine the place in your form where you want to add a DocuSign anchor tag, then select Add New Field. Choose a Text Field.
  6. Enter a placeholder value for Field Name. The value can be whatever you like. Unlike Composer merge fields, the field name does not map a Salesforce field to the form field. The value is a placeholder to name the form field.
  7. Now add your DocuSign anchor tag. Click Preview in the top menu to return to the standard view of your PDF form.
  8. Place your cursor in your new form field and manually type your DocuSign anchor text string. 
  9. Return to Edit mode (same place as the Preview button). Select your form field, click All Properties, then select the Appearance tab. Change the text color for this form field to white. Changing the color to white ensures your DocuSign anchor text string is not shown to your eventual signer and they are only presented with the relevant DocuSign tag. Repeat this for every DocuSign anchor tag in your template.
  10. Save your form and upload your template to Salesforce.

 In your Conga Composer button URL, add the &FlattenPDFForms=1 parameter. This is REQUIRED in order for anchor tags on a PDF form to be recognized by DocuSign.