Text Tags are similar to Logiform's wildcards, you place them in your PDF where you want signatures, initials, and other data to be captured.
When Text Tags are used within a PDF form, you should set the default value of the fields to the HelloSign text tag or you can populate the form with text tags passed through from your Logiforms form. The size of the field is determined by the size of the PDF form field, and formatting of the data entered into the field is determined by the PDF form field properties.
Text Tag Overview
Text tags are defined for each expected signer and optionally the sender. If you have 3 signers specified in the recipient list, you would typically add 3 signature text tags to your PDF as in this example:
This would add 3 signature fields, shown to each of the signers as their turn to sign was presented to them. You can collect initials on each page in a similar fashion:
Sizing and Substitution
By default, the new field has the same width and height as the original tag text. The height is always fixed to the text height that HelloSign offers the signer, but you can change the width of the tag. To make the tag wider, use spaces:
RememberThe spacing must only be added at the end of the text tag not at the beginning - as shown above..
The following text tags are commonly used:
|TEXT TAG VALUE||FIELD TYPE|
|initial||Signer's initials field|
|sig||Signer's signature field|
Unsupported Text Tags
text-merge and checkbox-merge are not supported.
Your PDF Must be set to FlattenEnsure your populated PDF form has the flatten setting enabled.
- What are Electronic Signatures
- Electronic Signature Profile Settings & Options
- Collecting Signatures via Embedded/Widget Mode
- Using a Trigger to Handle Events
- Using a Trigger to initiate the Signing Process on Update
- Placing Signature (text Tags) with Dynamic PDF's
- Generating PDF Documents
- Cancelling a Document
- Manually Sending a Reminder to Sign
- Viewing a Documents Audit Log or PDF