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Home // Support // RDB ProNet: Use RDB Merge Fields With Smart Tag Documents
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.
RDB Merge Field Smart Tag takes advantage of the Merge Field function in RDB Template. It comes with a Merge Field in template. After the template has been merged to a new document, it becomes a normal smart tag with merged value. What’s more, after signed, based on the merge field, the value can be updated.
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.
After the document signed, the status will be like:
By click View Merge Fields, you can check what data changed in the merge field, e.g.
If invitee input incorrect value, you can edit the value and click Save Changes button to correct it.
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