Text Tags reference

Text tags are specially formatted markers placed in a Word or PDF document. When Legalesign processes the file, those tags are converted into signature or form fields automatically.

Use text tags when you want to generate fields from the source document instead of placing them manually in template preparation.

Before you use text tags

To process text tags on upload, go to Group Settings > Templates, enable Process text tags on upload, and save the change.

Basic syntax

A simple signature tag looks like this:

<<t=signature>>

The << and >> markers tell Legalesign to interpret the content as a text tag.

The content inside the tag is made up of attributes:

• long form, for example type=signature
• terse form, for example t=signature

Multiple attributes are separated with semicolons:

<<type=signature;signer=1>>

Terse version:

<<t=signature;s=1>>

Participant mapping

If you do not specify a signer, Legalesign assumes the field is for signer 1.

Participant numbers work like this:

• signers: 1 to 99
• witnesses: 101 to 199

Examples:

• s=3 means signer 3
• s=103 means the witness associated with signer 3

Approvers are treated as signers without a signature field.

Common rules

Font size

If you do not set fontsize or fs, Legalesign attempts to infer the size from the document.

Field width

Field width is based on the distance between the first < and the last >. Add spaces inside the tag to increase width. Reduce width by using terse attributes, smaller text, or an explicit font size.

Field height

Use height or h as a multiplier on the current line height:

• h=2 doubles the height
• h=0.5 halves the height

The h attribute does not apply to signatures or initials because those use a fixed aspect ratio.

Background

Field background is always white.

Required vs optional

Fields are required by default. Use r=0 to make a field optional.

For checkboxes, set r=0 if the signer should be able to leave the box unticked.

Supported field types

Legalesign supports four core text-tag field types:

1. sender: completed during sending
2. signer: completed by a signer
3. signature: signature field
4. initials: initials field

Known issues

Position extraction from PDFs is sensitive to layout. Avoid:

• tags that break across lines
• tags that use a different font or text height from the surrounding content

Attribute reference

The only required attribute is type or t.

Examples

A signature for one signer:

<<t=signature>>

Required sender field with label Our business, default value My Biz Name, and font size 12:

<<t=sender;l=Our business;d=My Biz Name;fs=12>>

Required signer field for the first signer, requiring an email value:

<<t=signer;s=1;f=1>>

Optional dropdown field for signer 1 with three values:

<<t=signer;s=1;r=0;f=20;o=something^or^other>>

Required signer field for signer 1, widened and three times the normal line height:

<<t=signer;s=1;h=3; >>

Field codes for the f attribute

Use the field or f attribute to change appearance or validation on sender and signer fields.

1. Email
2. yyyy/mm/dd
3. yy/mm/dd
4. dd/mm/yyyy
5. dd/mm/yy
6. mm/dd/yyyy
7. mm/dd/yy
8. yyyy.mm.dd
9. yy.mm.dd
10. dd.mm.yyyy
11. dd.mm.yy
12. mm.dd.yyyy
13. mm.dd.yy
14. yyyy-mm-dd
15. yy-mm-dd
16. dd-mm-yyyy
17. dd-mm-yy
18. mm-dd-yyyy
19. mm-dd-yy
20. Dropdown, using the options attribute
21. ✓ / ✗
22. ✓ / blank
23. ✗ / blank
24. yyyy/mm/dd auto sign day, signer only
25. yy/mm/dd auto sign day, signer only
26. dd/mm/yyyy auto sign day, signer only
27. dd/mm/yy auto sign day, signer only
28. mm/dd/yyyy auto sign day, signer only
29. mm/dd/yy auto sign day, signer only
30. yyyy.mm.dd auto sign day, signer only
31. yy.mm.dd auto sign day, signer only
32. dd.mm.yyyy auto sign day, signer only
33. dd.mm.yy auto sign day, signer only
34. mm.dd.yyyy auto sign day, signer only
35. mm.dd.yy auto sign day, signer only
36. yyyy-mm-dd auto sign day, signer only
37. yy-mm-dd auto sign day, signer only
38. dd-mm-yyyy auto sign day, signer only
39. dd-mm-yy auto sign day, signer only
40. mm-dd-yyyy auto sign day, signer only
41. mm-dd-yy auto sign day, signer only
42. d mmmm yyyy auto sign day, signer only
43. Whole number
44. Number
45. Currency
46. 1 number
47. 2 numbers
48. 3 numbers
49. 4 numbers
50. 5 numbers
51. 6 numbers
52. 7 numbers
53. 8 numbers
54. 9 numbers
55. 10 numbers