When sending an envelope from zipForm, how do I make sure the recipients have the correct tags?

After preparing an envelope within zipForm, you will be prompted to view the envelope in DocuSign to make sure the recipients have all the proper tags.

Note: For help preparing an envelope in zipForm, please review sending an envelope in zipForm.If you've prepared an envelope in zipForm and find that the tags for the recipients are incorrect or not as expected, there can be a few common causes and solutions.


First, it is important to ensure that the roles are assigned correctly within the transaction.

To assign roles within the transaction, follow these steps:

Classic zipForm Plus

  1. Log in to zipForm Plus and click the desired transaction.
  2. Click the Parties tab, then click New.
  3. Click the Party Selection drop-down menu, then click to select the desired role.

    Note: Some roles may have similar titles. If you have created an envelope and found that the tagging is incorrect in DocuSign, review the role titles assigned to participants and adjust accordingly.
  4. Enter the contact information, then click Save. Repeat this process for any additional roles.

Future documents sent from this zipForm transaction will now use these contacts to fill the associated recipient roles.


Sometimes, you may not have roles assigned for the transaction or may need to edit the role details to ensure proper tagging.

To add or modify role details in zipForm, follow these steps:

  1. Log in to your zipForm Plus account and click the desired transaction.
  2. Click e-Sign, then click Sign.
  3. Click to select the desired documents to include, then click Next.
  4. Click to check the desired recipient roles, then click Done.
  5. Move the mouse pointer over a recipient role and click the Edit icon.
  6. Enter the desired information and click Save. This information will be populated in DocuSign.
  7. Fill in any other recipient role information, then click Next.
  8. Review the document in DocuSign to ensure the tags are correct. When finished, click Send.

The document is sent to the recipients for signature.


After you've successfully tagged a document, you can still edit recipient information or add new recipients from within DocuSign.

To modify recipient details or add new recipients in DocuSign, follow these steps:

  1. Once you've been transferred from zipForm to DocuSign, click <Go Back at the bottom of the page.
  2. Under Recipients and Routing, make any desired changes to the routing order, email address, or name of any included recipients.
  3. To add a new recipient, enter the recipient Email and Name, then click Add Signer. When finished, click Next.
  4. Review the document again to ensure proper tagging, then add any additional tags for newly added recipients. When finished, click Send.

The document is sent to the recipients for signature.

New zipForm Plus

  1. Log in to zipForm Plus and click the desired transaction.
    User-added image
  2. From the list of roles to the left hand side of the screen, click on the role you wish to add.
    User-added image
  3. Note: Some roles may have similar titles. If you have created an envelope and found that the tagging is incorrect in DocuSign, review the role titles assigned to participants and adjust accordingly.
  4. Enter the contact information, then click Save. Repeat this process for any additional roles.
    User-added image

Future documents sent from this zipForm transaction will now use these contacts to fill the associated recipient roles.


Sometimes, you may not have roles assigned for the transaction or may need to edit the role details to ensure proper tagging.

To add or modify role details in zipForm, follow these steps:

  1. Log in to your zipForm Plus account and click the desired transaction.
  2. Click Sign.
    User-added image
  3. Click Create a new signature packet
  4. Click select documents to include, choose the desired documents, click Done, then click Next.
  5. Click the Add Parties button, choose Transaction Parties, check the role you wish to edit, then click Close.
    User-added image
  6. Move the mouse pointer over a recipient role and click the Edit icon.
    User-added image
  7. Enter the desired information and click Save. This information will be populated in DocuSign.
    User-added image
  8. Fill in any other recipient role information, then click Next.
    User-added image
  9. Review the document in DocuSign to ensure the tags are correct. When finished, click Send.
    User-added image

The document is sent to the recipients for signature.


After you've successfully tagged a document, you can still edit recipient information or add new recipients from within DocuSign.

To modify recipient details or add new recipients in DocuSign, follow these steps:

  1. Once you've been transferred from zipForm to DocuSign, click Actions at the top of the page.
    User-added image
  2. Click Edit Recipients
  3. To add a new recipient, click Add Recipient, and enter the name and email address. When finished, click Done.
    User-added image
  4. Review the document again to ensure proper tagging, then add any additional tags for newly added recipients. When finished, click Send.User-added image

The document is sent to the recipients for signature.