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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.

Long form
Short form
Definition

{{Signature}}

{{S}}

A signature field added to the first recipient

{{Company:Recipient2}}

{{CO:R2}}

A company field added to the second recipient

{{Textfield:Recipient1*}}

{{TF:R1*}}

A mandatory text field added to first recipient

{{Jobtitle}}

{{JT}}

A job title added to the first recipient

{{Initial}}

{{I}}

An initial field added to the first recipient

{{Signdate}}

{{SD}}

A date field added to the first recipient

{{Checkbox}}

{{[]}}

A checkbox field added to the first recipient

{{Fullname}}

{{N}}

A full name field added to the first recipient

{{Customdate:Recipient1}}

{{D:R1}}

A custom date field added to the first recipient

{{Firstname}}

{{FN}}

A first name field is added to the first recipient

{{Lastname}}

{{LN}}

A last name field is added to the first recipient

{{Attachment}}

{{A}}

An attachment field is added to the first recipient.

{{Stamp}}

{{ST}}

A stamp field is added to the first recipient.

{{Email}}

{{E}}

An email field is added to the first recipient.

Tags for choice fields

Radio button

{{(Radio1):Recipient1:RadioA}} {{(Radio2):Recipient1:RadioA}} {{(Radio3):Recipient1:RadioA}} {{(Radio4):Recipient1:RadioA}}

Radio button is assigned to Recipient 1. Radio A refers to the Radio button group and Radio 1, Radio 2 are the options. Radio buttons under the same group must be placed on the same page.

Dropdown

{DD:R1:Text(options="option 1, option 2, option 3")}}

Dropdown field with 3 options being assigned to recipient 1.

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.

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