How to use text tags in documents. – ValidSign Support Center

Text tags can be used to indicate where certain fields in your document should be placed. Before placing the text tags on the document, it is important to consider the following questions:

Is the sender in ValidSign also a signer within the transaction?

If the sender also has to sign, this person will have to be included in the text tags as Owner . If the sender does not have to sign, you do not have to take this into account. For instance, if a document has to be signed by two people and one of them is the sender, the text tags should be placed in front of:

Owner

Signer1

If the person who sends the transaction does not have to sign himself, you can place text tags in front of:

Signer1

Signer2

What is the maximum number of signers for this document.

It is recommended to immediately place text tags for the maximum number of signers. If there are fewer recipients in the transaction, the unused text tags will simply disappear. If there is a maximum of 5 recipients for a transaction, place text tags in front of:

Signer1

Signer2

Signer3

Signer4

Signer5

The first external recipient you add to a transaction is automatically assigned the Signer1 role.

Placing signature fields

Within ValidSign there are several ways to display the signature on the document. With the click signature, first name, last name and the date of signing will be entered in the field as soon as the signature has been placed. With the graphic signature, a recipient can draw a signature using a touchscreen or computer mouse.

Below are some examples of text tags for the click signature and the graphic signature. You can copy these examples to your own document or template.

Role	Click	Graphic
Owner	{{ esl:Owner:Signature:size(200.50)}}	{{ esl:Owner:capture:size (200.50)}}
Signer1	{{esl:Signer1:Signature:size(200,50)}}	{{esl:Signer1:capture:size(200.50)}}
Signer2	{{esl:Signer2:Signature:size(200,50)}}	{{esl:Signer2:capture:size(200.50)}}
Signer3	{{esl:Signer3:Signature:size(200,50)}}	{{esl:Signer3:capture:size(200.50)}}
Signer4	{{esl:Signer4:Signature:size(200,50)}}	{{esl:Signer4:capture:size(200.50)}}
Signer5	{{esl:Signer5:Signature:size(200,50)}}	{{esl:Signer5:capture:size(200.50)}}

A signature field is always mandatory to sign for a recipient unless you make it an optional signature. You do this by including a question mark in your text tag as in the example below.

Placing other fields

In addition to the signature fields, there are several other fields that can be placed. These fields can be divided into two groups. Group one consists of fields that are filled in automatically. The other group is the fields that can be filled in by the signer. To be able to place a field for a recipient, there must be a signature field in the document for that same recipient.

Below are examples for fields that are filled in automatically. In order to have fields filled in automatically, this information from the recipient must be known. You can enter this when adding a recipient.

Function of the field	Example of the text tag	Field type
Name signer	{{esl:Signer1:SignerName:size(200,20)}}	SignerName
Company signer	{{esl:Signer1:SignerCompany:size(200,20)}}	SignerCompany
Title signer	{{esl:Signer1:SignerTitle:size(200,20)}}	SignerTitle
Sign date	{{esl:Signer1:SigningDate:size(200,20)}}	SigningDate

Automatic fields are not filled until the signer has placed the signature in the document. The signer will therefore sees these fields as empty until the signature has been placed.

Below are fields that can be filled in by the signer.

Function of the field	Example of the text tag	Field type
In a text box , recipients can enter text themselves.	{{esl_TextBox:Signer1:TextArea:size(200,50)}}	TextArea
In a text field, recipients can enter text themselves. Enters cannot be placed in a text field. The text field is therefore especially suitable for single sentences.	{{esl_TextField:Signer1:TextField:size(200,20)}}	TextField
Several options can be put in a list and the signer can choose one of the options during the signing process and this is entered in the field.	{{esl_List List:Signer1:list:options("option 1","option 2","option 3"), size (200,20)}}	list The options have to be placed behind list as in the example.
With the radio fields it is possible to place radio buttons on a document and link them together. To link them together they will have to be placed in the same group as is done in the example below ("Yes/No").	{{esl_Yes:Signer1:Radio:group("Yes/No"), size (20,20)}} {{esl_No:Signer1:Radio:group("Yes/No"), size (20,20)}}	Radio group still has to be placed behind the radio as in the example.
A checkbox field can be used to have the recipient tick a certain spot in a document.	{{esl_Conditions:Signer1:Checkbox:size(20,20)}}	check box

With fields that the recipient can fill in himself, it is important to know that each field must have a unique name. The name of a field is the part after the underscore . So, for example, if you place multiple text fields, you will each have to give them a different name. Below is an example.

You can also choose to work with fields without a unique name, then you can use the following examples.

Example of the text tag	Field type
{{esl:Signer1:TextArea:size(200.50)}}	TextArea
{{esl:Signer1:TextField:size(200,20)}}	TextField
{{esl:Signer1:list:options("option 1","option 2","option 3"), size (200,20)}}	list The options have to be placed after list as in the example.
{{esl:Signer1:Radio:group(" Yes /No"),size(20,20)}} {{esl:Signer1:Radio:group(" Yes /No"),size(20,20)}}	Radio group still has to be placed after radio as in the example.
{{esl:Signer1:Checkbox:size(20,20)}}	check box

Fields that a recipient must fill in themselves can be made mandatory to prevent signers from accidentally missing filling in these fields. You do this by using an asterisk ('*'). It should be applied as follows to require a field:

For more information, please contact the ValidSign Support Team via support@validsign.eu or 085 303 36 76.