How do I create anchored radio buttons in DocuSign eSignature for Salesforce?

In order to create anchored radio buttons in DocuSign eSignature for Salesforce, you must create a Custom Field for each option in the radio button group.

Steps

1. Confirm that the Group Label matches for all linked Fields.
  • The Tooltip and AutoPlace Text (Anchor Text in Salesforce) values must be unique.
  • "Required", "Read Only" and "Shared" can be set as desired, but must match between each tag.

2. As explained in the DocuSign eSignature for Salesforce Anchor Tag guide , make sure the {r} placeholder is used in the AutoPlace Text so the role number can be defined in the document.

3. You can create fields in Salesforce (Under DocuSign Admin > Custom Tags) or in DocuSign eSignature (Under Admin > Document Custom Fields).

Example

Create radio button tags for a recipient to select between payment methods.
 

In Salesforce:


In DocuSign eSignature:


In use:

Tags in use
Tags are assigned to the second role in the template.