Issue
When sending documents from a Send for Signature workflow step to your DocuSign eSignature account, you can use anchor text and custom fields to auto-place DocuSign fields, signature, or other tags, automatically.
For this to work correctly, the anchor text on the document must match the AutoPlace text defined in the associated Document Custom Field in the eSignature account. The text in both places also must be formatted to follow certain rules.
Solution
First, you must create a Document Custom Field with the AutoPlace Text in the associated DocuSign eSignature account. This can be done by navigating to Admin > Signing and Sending > Document Custom Fields. You can add a new field there or edit an existing one. If you want to auto-place a Sign Here field for instance, you could select Type = Sign Here and specify the AutoPlace Text as/signature{r}/Note: the {r} parameter, where for the anchor text on the document these three characters will be replaced with a number to identify the numbered recipients of the envelope.Also select Shared so other users can make use of that field as well.
Next, you can place the anchor text on the documents or templates where you want these signature tags to be placed. For the final implementation, you might want to use a white font color on a white background so these anchor tags will not be visible on the signed document. For the example from above, you could use /signature1/, /signature2/, etc. for recipients number 1, 2, etc.
Overview of an actual implementation
Document Custom Fields in associated DocuSign eSignature account:
On the documents or templates, possible anchor text could be as follows:
