Rather than creating many e-Sign templates to cover all variations, you can create one template to retrieve the coordinates of the signature fields. And with text tags in the mix, it's become much easier to create eSign document templates as you only need to place tags that are converted to eSign fields when the request is sent.
Note: With text tags, you can indicate whose signer the field is for, what kind of field it is, and whether or not the field is needed.
Different Elements of Text Tags
Here are the different elements of text tags and what they each stand for:
Steps to include eSign text tags in existing document templates
Navigate to the
Automationsection and click on theDocument Templatetab.Locate the document template you want to update, and click on the
Ellipsisbutton, and select theDownloadoption to download the existing document template.
Open the downloaded template in any word processor.
Pastethe eSign text tag [text|noreq|signer1|Label|UniqueId] where desired. For more details on how to use 'Text Tags,' click here.Savethe document andre-uploadthe updated document template to Lawcus.
You may delete the old template for more clarity.
Note: You can follow the same process for new templates as well.