Login to RDB ProNet
Use your RDB ProNet account to login.
Navigate to Templates dialog
In Template dialog, you can create a new template or edit a existing one.
In the template editor for the new template, click Insert Smart Tag in toolbar.
Insert Smart Tag tool will come up. Usually there're 3 steps to create Smart Tag:
This tool will remain "on top" until you have finished. You can edit the template without closing this tool.
A Text Field Smart Tag is a placeholder where will be replace by a text field to let invitee enter some text in it when signing
A Checkbox Field Smart Tag is a placeholder where will be replace by a checkbox to let invitee select something when signing.
A Date Field Smart Tag is a placeholder where will be replace by a date picker to let invitee select a date when signing
A Signature Smart Tag is a placeholder where to be replaced by a signature after signed.
If there're 2 or more signers in document and you want them to sign one by one, then:
Select a Smart Tag in editor, double click it to show Insert Smart Tag tool. The tool will be set to edit that Smart Tag only.
After editing, Click Save to save changes.
Click Remove to remove the Smart Tag.
Save the template after finished editing.
Take an example of applicant to see how to merge Smart Tag Template
The document would look like:
Select the new document from RDB ProNet
Set a signing due date / time;
Click Send button to send out the invitation.
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