Insert tags using the Checkbox Word Add-In

What tags can you insert into your Word document using the Checkbox Word Add-In?

The two types of tags that can be inserted in your document include Variable Tags and Rule Tags. Variable Tags simply refer to a reference variable enclosed in curly brackets (e.g. {{TXT2}}). Rule Tags refer to the syntax for conditional variable references, loops and e-signature meta tags.

Learn more about the syntax of tags that can be implemented in the Rich Style Document Template article

How to insert Variable Tags

1. Go to the “Insert Tags” tab in your Checkbox Word Add-In on Word
   
   
2. Select a section in your document where you want to insert a Variable Tag
   
   
3. Using the first drop-down menu, select the variable you want to insert and click onto the green “Insert Variable Tag” button to insert the variable with the correct syntax

How to insert Rule Tags

1. Go to the “Insert Tags” tab in your Checkbox Word Add-In on Word
   
   
2. Select the section in your document where you want to insert a Rule Tag
   
   
3. a) Using the second drop-down menu, select the rule you want to insert and click onto the green “Insert Rule Tag” button to insert the rule with the correct syntax (e.g. Condition Rule Tag)
   
   
   
   OR
   
   b) Highlight the text you would like to enclose and wrap in the Condition Rule Tag and click onto the green “Insert Rule Tag” button to insert the rule with the correct syntax
   
   
   
   Result:
   
   
   Note: You will notice that the opening and closing curly brackets are highlighted in green. This helps you clearly recognise the opening and closing of the Condition Rule Tag as well as the content in between, especially when using nested Rule Tags. 
   
   
   
4. For the Condition Rule Tag, replace the italicised placeholder condition and content (i.e. {{# insert condition}} insert content if condition is true {{/}}) with the appropriate condition rule and the content (e.g. {{#AUS=="YES"}}{{CompanyFull}}{{/}}).
   
   Note: To add loops, repeat steps 1-4 by replacing Condition Rule Tags with Loop Rule Tags. Learn more about conditional and loop syntaxes that can be implemented in Rich Style Document Templates.

Inserting DocuSign Rule Tags

1. Go to the “Insert Tags” tab in your Checkbox Word Add-In on Word
   
2. Select the section in your document where you want to insert a DocuSign Rule Tag (e.g. signature, date of signature etc)
   
   
3. Using the second drop-down menu, select the DocuSign tag you want to insert and click onto the green “Insert Rule Tag” button to insert the rule with the correct syntax
   
   
   
   
   
4. Replace the ‘#’ key with the number of the corresponding signatory in the assessment (e.g. from [[signature#_doc1]] to [[signature1_doc1]]). 
   
   Note: You must style DocuSign rule tags with different font style than rest of text in the same line (e.g. bold, italics etc). 
   
   

    

   Limitations

   • We currently do not support Image Tags and therefore must be manually included in the document. Learn how you can upload images into document templates.

Related Articles

• Connect Your App from the Checkbox Word Add-In
• Validate Tags in the Checkbox Word Add-In
• Switch Apps in the Checkbox Word Add-In