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

Solution

You must create a custom tag for each option in the radio button group.

  • The Group or Custom Tag Name value must match for all linked tags
  • The Tooltip and Anchor Text values must be unique.
  • "Required", "Read Only" and "Shared" can be set as desired, but must match between each tag.

As explained in the DocuSign for Salesforce Anchor Tag guide, the {r} placeholder must be used in the Anchor Text so the role number can be defined in the document.

Tags can be created in Salesforce (Under DocuSign Admin > Custom Tags), the New DocuSign Experience (Go to Admin > Custom Fields) or the Classic interface (Preferences > Custom Tags).

Example

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

In Salesforce:

 

DocuSign for Salesforce
In the New DocuSign Experience:

 

New DocuSign Experience
In Classic:
Classic Interface
 

 

Classic - list of tags

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