Adding document fields automatically using text tags

What does the term "text tag" mean?

A text tag refers to a distinct label or identifier that is linked to a specific element within a document or system.

By including the appropriate text tag, you can easily incorporate the corresponding element into the document.

For instance, to include a signature field in your document using Zoho Sign, instead of manually creating the field, you can simply type {{Signature}} or {{S}} to insert the signature field using a text tag.

This will come in handy when you would like to automate your digital signature collection process.

Tags for choice fields

You can also edit font related options.

To do so: {{:recipient:(font="":fontsize="<font_size>":fontcolor="<color_code>")}} For example: {{Textfield:Recipient1:Address(font="Roboto";fontsize="24";fontcolor="ff0077")}}

Zoho Sign supports only those font types that are available in the font formatting list. General format to automatic field addition: {{:Recipient:*}}

Please take note of the following:

If the document does not specify a recipient number, it will automatically be assigned to the first recipient.

To indicate that certain text fields and checkboxes are mandatory, you can use an asterisk (*) symbol.

Additionally, you can adjust the width of a field by inserting spaces between the text tag and braces. Remember to keep the tags on a single line, and add the spacing only at the end of the text tag, not at the beginning.

For instance, you can use the following examples:

  • {{S:R1 }} or {{S:R1* }} to mark a signature field for the first recipient with increased width.

  • {{S }} or {{S* }} to mark a signature field without specifying the recipient, also with increased width.

Below, you will find a sample PDF file with text tags.

Last updated