Using RightSignature Text Tags
RightSignature can parse documents for certain blocks of text and overlay them with fields. This may useful for users that want to automate sending a one-off Document with Fields without needing to build a Template first.
These texts are contained between opening and closing square brackets "[ ]" with the following format:
Combination of possible values in tag.
[ {d,c,t,i}:{a-z}:{r,o} ]
Note: Spaces and underscores are ignored between the square brackets.
EXAMPLE: [ t:a:r ]
First Argument
Describes the Type of Field:
c : This field should be a Checkbox Field
d : This field should be a Date Field
i : This field should be a Initials Field
t : This field should be a Text Field
s : This field should be a Signature Field
Second Argument
Describes who should fill in the Field by specifying the Party's ID , which is A through Z and is in alphabetical order corresponding to the order of the Document's Recipients.
a : This field is for the 1st Party of the Document
b : This field is for the 2nd Party of the Document
c : This field is for the 3rd Party of the Document etc...If signer sequencing is enabled, it will correspond to the order of the Signers.
For Example: A = 1st Party Member, B = 2nd Party Member, ..., AA = 27th Party Member, etc...
Third Argument
Describes if the field is required or optional.
o : This field is Optional
r : This field is Required
Lets take a look at an example:
We will send a document with all types of fields for 3 different people. We will use the follow format:
Date: [ d:a:r ]
Text: [ t:a:r ]
Checkbox: [ c:a:o ]
Initials: [ i:a:r ]
Signature: [ s:a:r ]
We will only set the checkbox as the optional field in the document.
In order for RightSignature to register these Text Tags, we must enable it in in our action block
Like before, we will fill in our names and emails of our parties.
Here is the result document that our first recipients will receive:
...and the result for our second recipients:
...and our last recipients:
