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How do I add merge codes to a DocuSign letter

Zenya Allen
Zenya Allen
  • Updated

The steps below outline how to add merge codes into a DocuSign letter template.

If you are not sure how to create a letter template in which to add your merge codes, click here for more information on How do I create a letter.

This article includes: 

Adding merge codes

To add a merge code:

  1. Click the Computer screen icon on the toolbar
  2. Click the Yellow folder icon 
  3. Select the document which you want to add DocuSign merge codes to
  4. Click Mail merge on the toolbar
  5. Select Insert Field in the dropdown menu to display a list of merge codes
  6. All merge codes for DocuSign are listed in DocuSign Fields 
    1. Click on a Merge code to display the Merge Code Translation
    2. Double click on a Merge code to insert the code into your document
    3. Click Close 
    4. Repeat from step 4 until all merge codes have been entered
  7. Click the disk icon, Save on the toolbar

Adding initials to a footer

To add an initials merge code for the recipient to initial each page, you'll first need to create a footer with a table. Details of this can be found in How do I create a letter.

  1. Once your footer table is created, add the text into the first and third columns
    Tenants Initials   Landlords Initials  
  2. Click in the second column to insert the DocuSign initials merge code
  3. Double click to enter it into the table
  4. Repeat to enter an initials merge code into the third column

Adding a tick box merge code

You can add a tick box merge code, for a recipient to tick when they electronically sign the letter.

  • << DSLCHECKBOX >> A check box for Landlord modification
  • << DSTCHECKBOX >>A text box for Tenant modification 
  • << DSGCHECKBOX >>- A text box for Guarantor modification 
  • << DSCCHECKBOX >> - A text box for Contractor modification

When merged, the tick box is hidden. It only appears when your recipient views the document to sign.

Adding a free text box

You can add a text box merge code which appears in your document for the recipient to add their own text, when they electronically sign the letter.

  • << DSLDATAFIELD >> - A text box for the Landlord to complete
  • << DSTDATAFIELD >> - A text box for the Tenant to complete
  • << DSGDATAFIELD >> - A text box for the Guarantor to complete
  • << DSCDATAFIELD >> - A text box for the Contractor to complete

When you double click on the merge code to add it in to your document, a new window pops up on screen asking you to specify the size of the text box.

  1. Enter how many lines of text you require, to determine the height
  2. Click Insert
  3. Once added, it will show in the document template with the measurements and the merge code

Signature merge codes explained

You only need to enter a merge code once. It will know if the tenancy has more than one tenant or landlord and enter them all for you. For example:

  • << DS_LL_NAMESIG_V >> Landlord signature vertical layout or select ending H - horizontal layout
  • << DS_TT_NAMESIG_V >> Tenant signature vertical layout or select ending H - horizontal layout

These tags dynamically adjust the space required for signatures based on the number of recipients, allowing for more than one signatory.

These merge codes can be used on documents from a Tenancy, Tenant or Guarantor level
For more information on Understanding merge codes, click here

If you only want one person to sign, out of all Landlords and Tenants signing, you can choose individual merge codes for a Landlord or Tenant which will allow one person to sign. These are:

  • << DSLSIGN >> Landlord Signature
  • << DSTSIGN >> Tenant Signature

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How do I add merge codes