DocuSign - Create Tab in Document Step

Use the Create Tab in Document step when you need a DocuSign tab (a signature indicator) in the document.

Knowledge of how DocuSign works is required to use the DocuSign integration provided by K2. You may learn more about DocuSign from the DocuSign website at https://www.docusign.com.

You can, for example, use the Create Tab in Document step to create a tab in the document to indicate signers where to sign. Drag the Create Tab in Document step from the DocuSign category, Favorites bar, or the Recent category onto the canvas.

Example of a Create Tab in Document step in a workflow