v1

latestSwagger 2.02026-07-134146194.6 MB
CustomTabs

Creates a custom tab.

Creates a tab with pre-defined properties, such as a text tab with a certain font type and validation pattern. Users can access the custom tabs when sending documents through the Docusign web application.

Custom tabs can be created for approve, checkbox, company, date, date signed, decline, email, email address, envelope ID, first name, formula, full name, initial here, last name, list, note, number, radio, sign here, signer attachment, SSN, text, title, and zip tabs.

post/v2.1/accounts/{accountId}/tab_definitions

Path parameters

accountIdstring required

The external account number (int) or account ID GUID.

Request body

anchorstring

An optional string that is used to auto-match tabs to strings located in the documents of an envelope.

anchorCaseSensitivestring

This property controls how anchor tabs are placed. When true, the text string in a document must match the case of the anchorString property for an anchor tab to be created. The default value is false.

For example, when set to true, if the anchor string is DocuSign, then DocuSign will match but Docusign, docusign, DoCuSiGn, etc. will not match. When false, DocuSign, Docusign, docusign, DoCuSiGn, etc. will all match.

This functionality uses the following rules:

  • Unless punctuation is specified in the anchorString, this functionality ignores punctuation and the following characters:

    $~><|^+=

    For example, the anchorString water will match on the string Fetch a pail of water.

  • Strings embedded in other strings are ignored during the matching process.

  • In words that have dashes, the parts separated by dashes are treated as distinct words.

    Example: If the anchor string is forget, then an anchor tab is placed on the forget in forget-me-not, even when anchorMatchWholeWord is set to true.

  • Letters with accent marks are treated as distinct characters from their unaccented counterparts.

  • For single-character anchor strings, if the two characters appear right next to each other in the document, a single anchor tab is placed for both of them.

    Example: If the anchor string is i, then only one anchor tab is placed in skiing.

  • Unlike punctuation, numbers are not ignored when finding anchor words.

    Example: If the anchor string is cat, then -cat- is matched but 1cat2 is not when anchorMatchWholeWord is set to true (its default value).

Note: You can only specify the value of this property in POST requests.

anchorHorizontalAlignmentstring

This property controls how anchor tabs are aligned in relation to the anchor text. Possible values are :

  • left: Aligns the left side of the tab with the beginning of the first character of the matching anchor word. This is the default value.
  • right: Aligns the tab’s left side with the last character of the matching anchor word.

Note: You can only specify the value of this property in POST requests.

anchorIgnoreIfNotPresentstring

When true, this tab is ignored if the anchorString is not found in the document.

anchorMatchWholeWordstring

When true, the text string in a document must match the value of the anchorString property in its entirety for an anchor tab to be created. The default value is false.

For example, when set to true, if the input is man then man will match but manpower, fireman, and penmanship will not. When false, if the input is man then man, manpower, fireman, and penmanship will all match.

This functionality uses the following rules:

  • Unless punctuation is specified in the anchorString, this functionality ignores punctuation and the following characters:

    $~><|^+=

    For example, the anchorString water will match on the string Fetch a pail of water.

  • Strings embedded in other strings are ignored during the matching process.

  • In words that have dashes, the parts separated by dashes are treated as distinct words.

    Example: If the anchor string is forget, then an anchor tab is placed on the forget in forget-me-not, even when anchorMatchWholeWord is set to true.

  • Letters with accent marks are treated as distinct characters from their unaccented counterparts.

  • For single-character anchor strings, if the two characters appear right next to each other in the document, a single anchor tab is placed for both of them.

    Example: If the anchor string is i, then only one anchor tab is placed in skiing.

  • Unlike punctuation, numbers are not ignored when finding anchor words.

    Example: If the anchor string is cat, then -cat- is matched but 1cat2 is not when anchorMatchWholeWord is set to true (its default value).

Note: You can only specify the value of this property in POST requests.

anchorUnitsstring

Specifies units of the anchorXOffset and anchorYOffset. Valid units are:

  • pixels (default)
  • inches
  • mms
  • cms
anchorXOffsetstring

Specifies the X axis location of the tab in anchorUnits relative to the anchorString.

anchorYOffsetstring

Specifies the Y axis location of the tab in anchorUnits relative to the anchorString.

boldstring

When true, the information in the tab is bold.

collaborativestring
concealValueOnDocumentstring

When true, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.

When an envelope is completed the information is only available to the sender through the Form Data link in the Docusign console. The information on the downloaded document remains masked by asterisks.

This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.

createdByDisplayNamestring

The user name of the Docusign user who created this object.

createdByUserIdstring

The userId of the Docusign user who created this object.

customTabIdstring

The Docusign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.

disableAutoSizestring

When true, disables the auto sizing of single line text boxes in the signing screen when the signer enters data. If disabled users will only be able enter as much data as the text box can hold. By default this is false. This property only affects single line text boxes.

editablestring

When true, the custom tab is editable. Otherwise the custom tab cannot be modified.

fontstring

The font to be used for the tab value. Supported fonts include:

  • Default
  • Arial
  • ArialNarrow
  • Calibri
  • CourierNew
  • Garamond
  • Georgia
  • Helvetica
  • LucidaConsole
  • MSGothic
  • MSMincho
  • OCR-A
  • Tahoma
  • TimesNewRoman
  • Trebuchet
  • Verdana
fontColorstring

The font color to use for the information in the tab. Possible values are:

  • Black
  • BrightBlue
  • BrightRed
  • DarkGreen
  • DarkRed
  • Gold
  • Green
  • NavyBlue
  • Purple
  • White
fontSizestring

The font size used for the information in the tab. Possible values are:

  • Size7
  • Size8
  • Size9
  • Size10
  • Size11
  • Size12
  • Size14
  • Size16
  • Size18
  • Size20
  • Size22
  • Size24
  • Size26
  • Size28
  • Size36
  • Size48
  • Size72
heightstring

The height of the tab in pixels. Must be an integer.

includedInEmailstring

When true, the tab is included in e-mails related to the envelope on which it exists. This applies to only specific tabs.

initialValuestring

The original value of the tab.

italicstring

When true, the information in the tab is italic.

itemsstring[]

If the tab is a list, this represents the values that are possible for the tab.

lastModifiedstring

The UTC DateTime this object was last modified. This is in ISO 8601 format.

lastModifiedByDisplayNamestring

The User Name of the Docusign user who last modified this object.

lastModifiedByUserIdstring

The userId of the Docusign user who last modified this object.

lockedstring

When true, the signer cannot change the data of the custom tab.

maximumLengthstring

The maximum number of entry characters supported by the custom tab.

maxNumericalValuestring
minNumericalValuestring
namestring
numericalValuestring
paymentItemCodestring

If the custom tab is for a payment request, this is the external code for the item associated with the charge. For example, this might be your product id.

Example: SHAK1

Maximum Length: 100 characters.

paymentItemDescriptionstring

If the custom tab is for a payment request, this is the description of the item associated with the charge.

Example: The Danish play by Shakespeare

Maximum Length: 100 characters.

paymentItemNamestring

If the custom tab is for a payment request, this is the name of the item associated with the charge.

Maximum Length: 100 characters.

Example: Hamlet

requireAllstring

When true and shared is true, information must be entered in this field to complete the envelope.

requiredstring

When true, the signer is required to fill out this tab.

requireInitialOnSharedChangestring

Optional element for field markup. When true, the signer is required to initial when they modify a shared field.

scaleValuestring

Sets the size of the tab. This field accepts values from 0.5 to 1.0, where 1.0 represents full size and 0.5 is 50% of full size.

selectedstring

When true, the radio button is selected.

sharedstring

When true, this custom tab is shared.

signatureProviderIdstring

Reserved for Docusign.

stampTypestring

The type of stamp. Valid values are:

  • signature: A signature image. This is the default value.
  • stamp: A stamp image.
  • null
tabLabelstring

The label associated with the tab. This value may be an empty string. If no value is provided, the tab type is used as the value.

Maximum Length: 500 characters.

typestring

The type of this tab. Values are:

  • Approve
  • CheckBox
  • Company
  • Date
  • DateSigned
  • Decline
  • Email
  • EmailAddress
  • EnvelopeId
  • FirstName
  • Formula
  • FullName
  • InitialHere
  • InitialHereOptional
  • LastName
  • List
  • Note
  • Number
  • Radio
  • SignerAttachment
  • SignHere
  • SignHereOptional
  • Ssn
  • Text
  • Title
  • Zip5
  • Zip5Dash4
underlinestring

When true, the information in the tab is underlined.

validationMessagestring

The message displayed if the custom tab fails input validation (either custom of embedded).

validationPatternstring

A regular expression used to validate input for the tab.

validationTypestring

Specifies how numerical data is validated. Valid values:

  • number
  • currency
widthstring

The width of the tab in pixels. Must be an integer.

Response

Successful response.