Basic Tag Configuration

A detailed reference for configuring, managing, and utilizing basic tags in the e-signature process

Basic Tag Configuration

• Administrators can specify and control basic tag behaviors used in documents for e-signature and associated procedures in the Basic Tag Configuration section. During the signing process, receivers must interact with or fill out tags, which serve as placeholders or fields (such as Signature, Name, and Email).
  

  
  

  

Configuration Options : The screen provides a table with the following key columns:

Tag Name

• Displays the name of the tag (e.g., Signature, Initial, Email, Company).
• Each tag corresponds to a specific data type or action.

Required

• Indicates whether the tag is mandatory.
• If checked, the recipient must complete this field before submission (e.g., Signature, Date).

Format

• Specifies the format for the tag input (e.g., MM/DD/YYYY for date, HH:MM 24-hour format for time).
• Ensures data consistency across all documents.

Syntax

• Provides the exact tag syntax code that can be used in templates.
• For example : Signature → \signature1 {"size":"medium"}\ , 
• Email → \email1 {"size":"medium"}\
  
  

A copy icon is available next to each syntax, allowing administrators to quickly copy the code for reuse.

Overview of Basic Tags and Their Functions

• Signature – Mandatory field to capture the signer’s signature.
• Initial – Field for user initials.
• Stamp – Digital stamp placement.
• Name – Captures the signer’s full name.
• Email – Captures the signer’s email address.
• Title – Used for profession or job title.
• Company – Captures company or organization name.
• Sign Date / Sign Time – Records the exact date and time of signing.
• Checkbox – For agreement confirmations or optional selections.
• Attachment – Allows uploading additional files.
• Custom Tag – Flexible field for specific business requirements.
• Text -    Field for capturing text input.
• Number -    Numeric input field.
• Text Area -    Field for multi-line text input.
• Dropdown -    Selection field for predefined options.