Create an envelope for a single signer using data tags

Add specially formatted text that can be positioned anywhere within the contents of your document, specifying the size, location and type of fields.

Step 1

From the dashboard, go to User Guides, the Add-ons category and then find the ‘Add data tags’ guide.

Step 2

Open your document on your device and insert the data tags in the correct place on your document. For one signer, use the code SIDX:1 and save the document once completed.

Step 3

Upload the document to eSign for signing via ‘Get Started’ or ‘Library’.

Step 4

Add one recipient in the Envelope Signer(s) section and click ‘Continue’.

Step 5

The data tags will be picked up and show the relevant fields in the document.

Data tag format examples

Data Tag: request-text

{{T:request-text|R:true|SIDX:1}}

{{T:request-text|R:false|SIDX:1}}

{{T:request-text|R:false|SIDX:2}}

{{T:request-text|R:true|W:30|H:3|SIDX:1}}

R = Required

SIDX = Signer

H = Height

W = Width

Data Tag: signature

{{T:signature|S:M|SIDX:1}}

The above examples will appear as a medium-sized signature.

Data Tag = add-text

{{:add-text|W:30|H:3|TXT:}}

{{T:add-text|TXT:}}

H = Height

W = Width