E-Signature tags will be passed to DocuSign or Sertifi to indicate signing locations for names, titles, dates, etc. within a document checked out for E-Signature.
Open the document (either Document Details or Document Preview).
Click the
button in the menu bar.Type the desired tag in the document.
Click
.
DocuSign
Tags for Signature 1 appear below. Substitute the signer number for additional signers.
*Notes: If tags are not included in the document, the signer can select field(s) to drag onto the document during the signing process. If added manually to the document prior to checkout, the tags will be visible in the signed document, so to hide them, change the tag font color to match the background.
Sign Here: | @@Signature-1-SignHere@@ |
Full Name: | @@Signature-1-Fullname@@ |
First Name: | @@Signature-1-Firstname@@ |
Last Name: | @@Signature-1-Lastname@@ |
Company: | @@Signature-1-Company@@ |
Date: | @@Signature-1-Date@@ |
Decline: | @@Signature-1-Decline@@ |
Email: | @@Signature-1-Email@@ |
Initial Here: | @@Signature-1-InitialHere@@ |
Number: | @@Signature-1-Number@@ |
Text: | @@Signature-1-Text@@ |
Title: | @@Signature-1-Title@@ |
Sertifi
Tags for Signature 1 appear below. Substitute the signer number for additional signers.
*Note: The default signature location (if no tags are added) is a Full Signature Stamp located at the bottom of the last page.
Full Signature Stamp: | [[SertifiSStamp_1]] |
Small Signature Box: | [[SertifiSignature_1]] |
Initial Box: | [[SertifiInitial_1]] |
Date Box: | [[SertifiDate_1]] |
Company Box: | [[SertifiCompany_1]] |
Title Box: | [[SertifiTitle_1]] |
NOTE: Another way to add Sertifi signature tags is to use the Pre-fill/Add Signature Locations button when sending a document for e-signature. See How to Send a Document for E-Signature.