Templates
Use embedded text field tags
Use {{...}} tags in source documents to detect fields and reduce repetitive builder work.
Template creators and developers12 minutes
Before you begin
- A PDF or DOCX source that you can edit before upload
What you will complete
- Automatically detected fields with reviewed geometry and roles
Add field tags to the source
Each tag provides a field name and can include role and type attributes. Keep tags on one line and leave enough visual space for the resulting field.
Example field tags
{{Client signature;role=Client;type=signature}}
{{Effective date;role=Client;type=date}}
{{Approved;role=Manager;type=checkbox}}Detect and review fields
- 1Upload the tagged documentCreate or replace a template document with the tagged source.
- 2Run detectionUse field detection in the builder after page previews render.
- 3Review every resultConfirm field type, role, page, size, and required state. Remove false positives.
- 4Save and previewSave the schema and test the signer experience before sending.