Sertifi Text Tags Creating Form Fields and Merge Fields for Word Documents

Transcription

1 Sertifi Text Tags Creating Form Fields and Merge Fields for Word Documents 1

2 Sertifi provides the ability for Customers to insert text tags inside Word or PDF documents, once uploaded the Sertifi system will create a fillable field that can be merged with data sent via the API or completed by the Signer. This document contains examples of text tags used to generate and/or merge form fields in a word document. 2

3 Contents Text Tag Format... 4 Editable Field Properties... 4 Common Text Box Tags... 6 Text Box Tips... 6 Common Check Box Tags... 7 Check Box Tips... 7 Common Radio Button Tags... 8 Radio Button Tips... 8 Mask Field

4 Text Tag Format The base formatting for a field creation text tag is: [[SFLD:FieldName:parameter1=value,parameter2=value]] SFLD is the required prefix to indicate this is a form field tag : is the required separator between the prefix and the field name FieldName is the name that will be given to the PDF field when created Parameter is optional and replaced with the options in the section below, is the separator between each parameter Each tag must open and close with double brackets [[ ]] Editable Field Properties Current properties and their defaults (property description default available values) Description Property Default Available Values Field Type T T(Textbox) T(Textbox) C(Checkbox) R(Radio button) Option Name (For checkboxes) O Checked Yes or True = Checked Any other value is unchecked Option Name (For Radio Buttons) Export Value (For checkboxes O Yes Any value determines the output value if used. E Not specified Any Value determines the out value if used. Height H Height of tag itself Width W Width of tag itself Whole numeric values greater than 0 (size in pixels) Whole numeric values greater than 0 (size in pixels) Maximum number of characters M Unlimited whole numeric values greater than 0 Required R False Yes or True = Required Signer Level SL Not specified 1-10 Signer Order SO Not specified 1-16 Multi-line ML Not Specified True will wrap text in text fields 4

5 Auto Rename RS Not Specified True will create unique field names for all fields containing this parameter 5

6 Common Text Box Tags Standard Text Box [[SFLD:FieldName]] 10 Character Limit Text Box [[SFLD:FieldName:M=10]] Custom Size Text Box [[SFLD:FieldName:W=100,H=15]] Required Text Box [[SFLD:FieldName:W=300,H=15,R=True]] Second Signer Text Box [[SFLD:FieldName:SL=2,W=100,H=15]] 2 nd First Signer Text Box [[SFLD:FieldName:SL=1,SO=2,W=100,H=15]] Text Box Tips The standard text box without a size added is very small, size parameter are recommended The Field name will be used in document database output, descriptive names are recommended The field name can be used to specify data push/pull when used with Salesforce Tags can be entered in small font (as small as 1pt) to help maintain document formatting Tags can be entered in white font so they do not display when used outside of Sertifi 6

7 Common Check Box Tags Standard Check Box Pre-checked [[SFLD:FieldName:T=C]] Filled Check Box [[SFLD:FieldName:T=C,O=yes]] Null Check Box [[SFLD:FieldName:T=C,O=no]] Required Check Box [[SFLD:FieldName:T=C,O=no,R=yes]] Check Box with Custom Output [[SFLD:FieldName:T=C,O=No,E=True]] Custom Size Check Box [[SFLD:FieldName:T=C,O=Credit Card,W=9,H=9]] Check Box Tips The standard Check box without Option (O=) parameter is checked When the Option parameter (O=) is set to anything other than Yes or True it will be an empty check box The export value will be displayed as the field value in the document database when checked The export value is what is set in salesforce Push/Pull Adding size parameters of W=9,H=9 is the optimal size for hiding the box outline on the signing page Tags can be entered in small font (as small as 1pt) to help maintain document formatting Tags can be entered in white font so they do not display when used outside of Sertifi 7

8 Common Radio Button Tags Default Radio Buttons Fields must share the same name to enable the selection of only one radio button in a group. In this example the field is named Test. Option 1 [[SFLD:Test:T=R,O=Opt1]] Option 2 [[SFLD:Test:T=R,O=Opt2]] Option 3 [[SFLD:Test:T=R,O=Opt3]] Required Selection Radio Button Male [[SFLD:Gender:T=R,R=Yes,O=M]] Female[[SFLD:Gender:T=R,R=Yes,O=F]] Custom Size Radio Button Male [[SFLD:Gender:T=R,R=Yes,O=M,W=9,H=9]] Female[[SFLD:Gender:T=R,R=Yes,O=F,W=9,H=9]] Radio Button Tips The option value will be displayed as the field value in the document database when that specific button is selected The option value is what is set in salesforce Push/Pull Adding size parameters of W=9,H=9 is the optimal size for hiding the button outline on the signing page Tags can be entered in small font (as small as 1pt) to help maintain document formatting Tags can be entered in white font so they do not display when used outside of Sertifi 8

9 Mask Field Use the field name prefix to collect sensitive data during the signing process. The data will appear masked on signed copies of the document, text will appear as *********. The actual data can be retrieved in the document database or in the unmasked version accessible to super admins only Masking a field To mask a field the field name needs to contain the prefix SENS (note the double underscore) Example format: [[SFLD:SENS CreditCard:W=300,H=15,R=True]] 9