Form Fields give Secured Signing customers a simple yet flexible tool to build
forms using familiar software such as MS Word and invite people to fill and
sign them online.
development team are constantly toiling away in the background on ways to make
Secured Signing simpler to use and more powerful. This month we'll shine the
light on the Form Fields they've added to Smart Tags that give you a simple way
to design forms that are Secured Signing ready.
are a great automation feature of Secured Signing which we have had for a while
now. Many customers have found them to be a powerful way to make it even
quicker to invite people to sign their document online. Adding a Smart Tag to
your template allows you to quickly and easily make documents that are Secured
Signing ready. The Signature Smart Tag tells Secured Signing where a signature
should be placed in your document and who should sign there. Using the Smart
Tag button in My Documents you can upload as many Smart Tag documents as you
like and send them all off in a single process. We also have a number of
customers using Smart Tag merges to invite large groups of people to sign a
personalised document with just a few clicks.
If this is
all new to you, please take the time to check out our Smart Tag demonstration videos
- Smart Tags- Automate
your eSign invitation from documents creation system and Smart Tag Merge Fields -
Smart Tag integration with MS Word.
of Form Field Smart Tags allows you to make a fillable form that works with
Secured Signing. It's simply a case of adding the relevant Form Field Smart Tag
where you want the person filling the form to provide their information. You
can place as many Form Fields in your form document as you need and specify
whether they are required or optional. For example, adding the Smart Tag
[!Field.Text.R] will place a text field in your document that is mandatory
(required). If you replace the R with an O then it will be an optional text
field. There are also a number of other attributes you can set including the
height and width of the field.
thing is you can build your form in whatever software you are familiar and
comfortable with. When you are done, just export it to Word or PDF format and
add it to Secured Signing.
When you send
your Smart Tag Form to someone, they will see all the Form Field Smart Tags as
fillable fields. They will need to complete all required fields before they are
able to sign the completed form. It's a much better option than sending them a
form by email they have to print, complete, sign and scan to send back to you.
The best way
to get started with Smart Tag Forms is to grab the Smart
Tag sample document and a copy of the Smart
Feel free to
get in contact for any questions you have with building Smart Tag Forms.
Til next time