The name/description will replace the word “Text” in the placeholder field. You can also add a name to the fields by adding “ n:examplename”. How to add a name/description to the fields To make the checkbox fields mandatory, you can add “ r:1” to the tags, as follows: To make the text or date fields optional instead of required you can add “ r:0” to the tags, as follows: Signature fields are always ' required' and cannot be set as ' optional'. The checkbox field can be skipped by default. Tip: to easily test documents with tags you don’t really need to send them out, after uploading and adding the email addresses you can easily view the result by clicking on “Prepare document”.īy default, the text and date fields are required. The t|1, d|1 and s|1 tags will be for the next added email address and the t|2, d|2 and s|2 tags will be for the second signer. In this case, the t|0, d|0 and s|0 tags will still be associated with the sender of the document, so do not use them here. The t|1, d|1 and s|1 tags will be for the next added email address and the t|2, d|2 and s|2 tags will be for the other email address.Įxample 2: You don’t need to sign yourself and have 2 external signers In this case, you’ll be assigned to the t|0, d|0 and s|0 tags as by default the sender is always the first added email address. If you add more signers then tags then those signers will still be able to sign the document, but will not be directed to the locations in the document and have the ability to add text, dates and signatures wherever they want in the document.Įxample 1: You need to sign yourself and have 2 external signers If you only add 2 signers then the last tags (in this example t|2, d|2 and s|2) will not be used. This document has template tags for 3 signers. This means that for example “s|1” can be the first or last signer depending on what you specified in the order of signing (if used of course). The template tags are assigned to the order at which the email addresses are added to the contact field and are not the same as the order of signing. The numbers in the tags are used to make distinctions between the signers and group multiple tags (input fields) to one specific signer. Even if the sender does not need to sign this document, you must still start with "1" for your signers. Important: Signer "0" always refers to the Sender. Signer 0: this is the first person that needs to sign (including you). For the " Bulk send " feature you'll need to create a Template within SignRequest.While making a template please be sure to test, before sending to contacts. Preferably an enter or a proper line-height. You should keep a distance between the tags.(If you select the text, ctrl all, they should be visible, or when using the latest Word & Office 365, temporarily change the color of the page to grey, so the white text is visible.) The font color of the tags should be made white, so they aren't visible in the contract.You can change the size of the text, date and signature fields by adjusting the size of the font and adding spaces.(The number that appears within the template tag refers to the contact person in the document, not the signing order position). The signing order must be set in the document/ template prepare view. It is not possible to set the signing order within the template tags.Then, add a " | " and a number for every different user. ![]() To create a text field use " t ", for a date field use " d " and for a signature field use " s ". So to test and view all tags, we advise you to add at least 2 email addresses. In this example, we use two signers, if fewer signers are added to the SignRequest by default these will not be shown. ![]() The above video shows how to create a template with tags in a base document. Template tags are a way in which you can add data to a base document in your chosen word-processing program (Word, Google Docs) that is automatically recognised by SignRequest. To create a template of a document within SignRequest, click here. This help article shows you how to create a Template with tags in a base document. SignRequest offers two ways to create a template: It takes a few minutes to create and test the template, but when done it makes working with SignRequest easier and faster. Therefore, it’s possible to create a contract (template) in which the fields are automatically added. ![]() ![]() Do you want to get the same contract electronically signed multiple times by different signers? In that case, it’s a hassle to add fields to the contract every time.
0 Comments
Leave a Reply. |