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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