What’s the difference between a tag and a variable?
Tags can be used similarly to variables where it can display data from the Checkbox system. It can also be used to signal where email recipients can e-sign documents to the integrated Adobe Sign or DocuSign system.
Variables can also be used to display data such as a product name, a price value, or a date. This data is retrieved from a Checkbox App.
DocuSign Tag Syntax
The following are the DocuSign tags that can be inserted anywhere within the content of Doc Builder or your Rich Document Template.
| Tag Type | Tag | Example | Meaning |
| E-Signature | [[signature#_doc#]] | [[signature1_doc1]] | A signature field assigned to the recipient identified as the first signatory. |
| E-Signature Date | [[signdate#_doc1]] | [[signdate1_doc1]] | The date of when the signatory e-signed the document will be displayed |
| Signatory Name | [[name#_doc1]] | [[name1_doc1]] | The signatory’s name will be displayed based on the name of their email account |
| Signatory Initials | [[initials#_doc1]] | [[initials1_doc1]] | The signatory’s initials will be displayed based on the name of their email account |
Note: Replace the hashtag (#) placeholder with numbers corresponding to the signatory order. For example, to specify the DocuSign e-signature tag for the first and second signatory, replace the hashtag with 1 and 2.
i.e. The first signatory will sign where [[signature1_doc1]] is used and the second signatory will sign where [[signature2_doc1]] is used.
Formatting requirements:
- A space must be placed before any [[signature#_doc1]] tag
- If adding DocuSign tags to a line where there is already text, the location tag needs to be uniquely typographically emphasised.
For example, use italics:
Signature: [[signature#_doc1]]
- Change the text colour of the DocuSign tags to white to avoid from signatures etc overlapping DocuSign tag text
Note: If the above DocuSign tags are not used to specify an e-signature location in the document, DocuSign will allow you to manually add your e-signature anywhere in the document. Only documents in PDF can be e-signed through DocuSign in this way.
How to add DocuSign tags in your document
- Open a rich document template on your local device or Document Builder inside the Doc Gen block
- In the line where you want the first person in your list of email recipients to sign, type [[signature1_doc1]]
Note: You can also insert DocuSign tags into your rich style document using the Checkbox Word Add-In. Learn more. - For the second person in your list of email recipients, type [[signature2_doc1]]
- Continue in this pattern until all signature locations have been specified.
Notes:
- The tags can be used in either rich document templates (such as docx), or Document Builders.
- The first person in your list of email recipients will be asked to sign at the spot which has the tag [[signature1_doc1]]
For example:
Jane Smith will be asked to sign the top e-signature location with [[signature1_doc1]]. Once Jane has e-signed the document, John Williams will be asked to sign the bottom e-signature location with [[signature2_doc1]].
Adobe Sign Tag Syntax
The following is the Adobe Sign tag that can be inserted anywhere within the content of your Rich Document Template.
Note: Adobe Sign tags are only supported in rich style documents.
| Tag Type | Tag | Example | Meaning |
| E-Signature | {{Sig_es_:signer#:signature}} | {{Sig_es_:signer1:signature}} | A signature field assigned to the recipient identified as the first signatory. |
| E-Signature Date | {{Dte_es_:signer#:date}} | {{Dte_es_:signer1:date}} | The date of when the signatory e-signed the document will be displayed |
| Signatory Name | {{N_es_:signer#:fullname}} | {{N_es_:signer1:fullname}} | The signatory’s name will be displayed based on the name of their email account |
| Signatory Initials | {{Int_es_:signer#:initials}} | {{Int_es_:signer1:initials}} | The signatory’s initials will be displayed based on the name of their email account |
Notes:
- Replace the hashtag (#) placeholder with numbers corresponding to the signatory order. For example, to specify the Adobe Sign e-signature tag for the first and second signatory, replace the hashtag with 1 and 2
i.e. The first signatory will sign where {{Sig_es_:signer1:signature}} is used and the second signatory will sign where {{Sig_es_:signer2:signature}} is used. - If the above tags are not used to specify the e-signature location, e-signature placeholders will automatically be added at the end of the document. Only documents in PDF can be e-signed in this way.
How to add Adobe Sign tags in your document
- Open a rich document template on your local device
- In the line where you want the first person in your list of email recipients to sign, type {{Sig_es_:signer1:signature}}
- For the second person in your list of email recipients, type {{Sig_es_:signer2:signature}}
- Continue in this pattern until all signature locations have been specified.
Notes:
- The tags can be used in either rich document templates (such as docx), or Document Builders.
- The first person in your list of email recipients will be asked to sign at the spot which has the tag {{Sig_es_:signer1:signature}}
For example:
Jane Smith will be asked to sign the top e-signature location with {{Sig_es_:signer1:signature}}. Once Jane has e-signed the document, John Williams will be asked to sign the bottom e-signature location with {{Sig_es_:signer2:signature}}.
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