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Text Tags on Legalesign

Specially formatted text (tags) can be written in to your Word or PDF document and converted into Legalesign fields after upload.

If you know your document will be immediately ready to go with tags, then you can skip the PDF edit page - go to the PDF upload page,  tick the options to process tags and to go straight to the send page.

How to convert tags

After you upload your Word/PDF file you will be on the xEdit page. Click on 'Actions' down the left hand column to expand that menu, and then click the button 'Process for the tags'.  If you use tags all the time contact support to turn on auto-tagging for your group.

How to use tags

Here is a text tag to add a signature:

<<t=signature>>

The start and end symbols, '<<' and '>>',  tells Legalesign you are writing a text tag that will become a field.   The content between those symbols defines what kind of field you want. 't=signature' will add a signature, shorthand for 'type=signature'.

The 'type=' or 't=' part of the tag is an 'attribute'. Attributes are the detailed settings on your field, e.g. the font size, whether it is required, other validations, etc. A full table of attributes can be found below.

Legalesign assumes the tag above is for signer 1.  If you have multiple signers you will need to include the signer attribute to confirm which signer you are referring to. For example in the tags below we add a signature for signer 1 and another for signer 2 (a second signer), using the long-hand and the short-hand attribute names.

<<type=signature;signer=1>>   terse version: <<t=signature;s=1>>

<<type=signature;signer=2>>  terse version: <<t=signature;s=2>>

As you can see adding more attributes is easy; just split them with a semi colon,  write the attribute (long or short-hand version) followed by the '=' symbol, then the value you want.

And as you will have noticed, the short-hand name of an attribute is usually the first letter of the long-hand name.

In the attributes table below you'll see all the possible attributes and the values you can use.

Font size

If you do not use fontsize (fs) attribute the system will try and work it out from your document. 

Field width

The field width will be the distance between the first '<' and the last '>'. Add blank spaces to increase the width. Reduce the width by using the terse shorthand, reducing your font size and using the fontsize (fs) attribute.

Field height

Height is the height of your '<' and '>'.  Use the height or 'h' attribute to increase/decrease height. Its value will be a multiplier on the current height. 2 will make it twice the height, 0.5 will make it half the height etc.

The h attribute will not work for signatures or initials. Signatures and initials have a fixed aspect ratio and so the height will be automatically applied based on field width.

Field background

Will always be white.

Field types

Legalesign has four types of field:

i) 'sender' field - completed when sending out the document to be signed (so PDF is re-usable)
ii) 'signer' field - a field for a signer to fill out
iii) 'signature' -  a signature field, at least one is needed
iv) 'initials' - an initials field.

Required/optional

The system will assume everything is required, unless you mark it as optional (use attribute r=0).

If using checkboxes make sure you add the optional attribute - r=0 - if you want the signer to be able to leave a checkbox unticked.

Known issues

Extracting positioning info from PDFs is non-trivial and so, if you can, make your DOC/PDF as simple as possible. Avoid these situations:

i) Tags breaking across lines
ii) Tags of a different font/height from surrounding text.

Attributes

The only required field is type (t)

Attribute Terse Accepts Description
align a String Align text within a field. Use one of following values: m, middle, c, center, centre, r, right.
border b 1/0 Field have a border by default, use 0 to hide border (signer fields only)
default d String(60 chars max) Default pre-filled value
field f Integer See list of possible field types below
fontsize fs Integer Font size
height h Integer or Floating point A multiplier on the height of the field, which is the height of the line in the document. Not applicable to signature or initial fields.
index i Integer Index - ordering for fields, will be top down if left blank
label l String (60 chars max) Tell person purpose of field, recommended for sender fields
options o - Extra field information. Use this for dropdowns and secret code fields. For dropdown split the options with the symbol ^.
required r 1/0 All fields are required, set r=0 to make optional.
signer s Integer What signer this field applies to (does not apply to sender fields)
type (REQUIRED) t String - see right Must be one of these values: signature, initials, signer, sender

Examples

A signature for one signer:

<<t=signature>>

Required sender field with label 'Our business', prefilled value (default)  'My Biz Name' and fontsize 12:

<<t=sender;l=Our business;d=My Biz Name;fs=12>>

Required signer field for first signer, requiring an email:

<<t=signer;s=1;f=3>>

Non-required dropdown field for signer 1, with dropdown options i) something, ii) or, iii) other:

<<t=signer;s=1;r=0;f=20;o=something^or^other>>

A required signer field for signer 1, widened and 3 times the height of the line:

<<t=signer;s=1;h=3;                   >>


Fields - these are values for the 'field' (f) attribute

Use this to change the appearance or validation on a sender or signer field (e.g a checkbox or dropdown, or formatting requirement, like a date).

1 Email
2 yyyy/mm/dd
3 yy/mm/dd
4 dd/mm/yyyy
5 dd/mm/yy
6 mm/dd/yyyy
7 mm/dd/yy
8 yyyy.mm.dd
9 yy.mm.dd
10 dd.mm.yyyy
11 dd.mm.yy
12 mm.dd.yyyy
13 mm.dd.yy
14 yyyy-mm-dd
15 yy-mm-dd
16 dd-mm-yyyy
17 dd-mm-yy
18 mm-dd-yyyy
19 mm-dd-yy
20 Dropdown - use options attribute for values
24 ✔/✗
25 ✔/blank
26 ✗/blank
30 yyyy/mm/dd (auto sign day - signer only)
31 yy/mm/dd (auto sign day - signer only)
32 dd/mm/yyyy (auto sign day - signer only)
33 dd/mm/yy (auto sign day - signer only)
34 mm/dd/yyyy (auto sign day - signer only)
35 mm/dd/yy (auto sign day - signer only)
36 yyyy.mm.dd (auto sign day - signer only)
37 yy.mm.dd (auto sign day - signer only)
38 dd.mm.yyyy (auto sign day - signer only)
39 dd.mm.yy (auto sign day - signer only)
40 mm.dd.yyyy (auto sign day - signer only)
41 mm.dd.yy (auto sign day - signer only)
42 yyyy-mm-dd (auto sign day - signer only)
43 yy-mm-dd (auto sign day - signer only)
44 dd-mm-yyyy (auto sign day - signer only)
45 dd-mm-yy (auto sign day - signer only)
46 mm-dd-yyyy (auto sign day - signer only)
47 mm-dd-yy (auto sign day - signer only)
48 d mmmm yyyy (auto sign day - signer only)
50 Whole number
51 Number
52 Currency
53 1 number
54 2 numbers
55 3 numbers
56 4 numbers
57 5 numbers
58 6 numbers
59 7 numbers
60 8 numbers
61 9 numbers
62 10 numbers
63 11 numbers
64 12 numbers
65 1 character (any text)
66 2 characters (any text)
67 3 characters (any text)
68 4 characters (any text)
69 5 characters (any text)
70 6 characters (any text)
71 7 characters (any text)
72 8 characters (any text)
73 Secret code (use option for code - signer only)
74 Attach file (to email to sender after signing - signer only)
75 Attach file (append to final PDF, PDF only - signer only)



Contact support with any queries.

 

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