Tag a Document with the DocuSign Mobile App for iOS (iPad, iPhone, iPod Touch)

To tag a document on your iPad, iPhone, or iPod Touch, follow these steps:

  1. Add documents as desired, then tap Next.
    iOS App - Add Documents
  2. Add recipients as desired, then tap Next.
iOS App - Add Recipients
  1. From the tagging screen, ensure the correct signer is displayed at the bottom center of the screen. 
    iOS App - Placing Fields For

    Note: To change signers, tap Change next to the current signer's name, then tap the signer for whom you would like to add fields instead.
    iOS App - Select Signer to add fields

  2. Tap the desired location for the tag to populate the list of available tags. Tap on the desired tag type to place it on the document.
iOS Add Fields Menu
  1. Once the tag is placed, you can adjust the tag position, resize the tag, or delete tags individually. To do so, tap on the tag to highlight it then follow instructions below:
    1. To adjust the tag position, tap and drag the tag to the desired location.
    2. To resize a tag, tap the blue dot in the lower right corner of the tag and drag to the desired size.
    3. To delete a tag, tap the tag, then tap Delete.
iOS Field Added and Selected
  1. Once the tag is placed, you can reassign fields to a different signer or delete fields in bulk. To do so, tap and hold the tag until the Bulk Edit Mode banner appears and the field is highlighted with a bold border. 
iOS App - Bulk Edit Mode
  • Note: To exit Bulk Edit Mode, tap the back arrow < in the upper left corner
  1. To reassign fields to a different signer, tap additional fields as desired until you have selected all fields which you would like to reassign. Each field selected in this mode will have a bold outline. Once all desired fields have been selected, tap the Reassign button at the bottom of the page.
iOS App - Select Fields then tap Reassign
Next, tap on the signer who should have the fields assigned to them
iOS App - Select Signer to reassign fields 
You will see a message that your fields have now been reassigned. Tap the back arrow < in the upper left to exit Bulk Edit Mode.
iOS App - Reassign Fields Completed
  1. To delete fields in bulk, tap additional fields as desired until you have selected all fields which you would like to reassign. Each field selected in this mode will have a bold outline. Once all desired fields have been selected, tap the Delete button at the bottom of the page.
iOS App - Select Fields then tap Reassign
Tap Delete again to confirm the deletion
iOS App - Delete fields confirmation
You will see a message that your fields have now been deleted. Tap the back arrow < in the upper left to exit Bulk Edit Mode.
iOS App - Delete fields completed
  1. Repeat steps 3-6 for any additional signers. When finished, ensure the tags are correct, then tap Next.
    iOS App - Fields added, tap Next to review before sending
  2. On this screen, you can review your envelope information before you send. You can also:
    1. Edit the email subject and message for notifications sent to your recipients
iOS App - Edit email subject and message
  1. Review the recipients and documents
iOS App - Review Recipients and Documents
  1. Tap the three dots ●●● to save as a draft or discard your draft
iOS App - Review Menu
iOS App - Draft Options
  1. Once you have reviewed all your information and confirmed your envelope is ready to go, tap Send in the upper right to send your envelope for signature
iOS App - Your envelope has just been sent!