Background on Pre-Tagging Documents
With Legl you can pre-tag a document before uploading it for e-signature. Tags added during pre-tagging will automatically appear every time the document is uploaded for signature, saving you time and effort.
How to create a Pre-Tagged Document
Start by creating a document and then identify the information you need from each signer, such as name, signature, and date of signature. Add tags for each required field in the document. These tags will automatically populate during the e-signature step.
To add tags you will need to use premade snippets that you can copy and paste into your document before you upload via Legl.
Step 1: Select a tag snippet
For each tag type, we have created a snippet of text that you can copy and paste into your document.
For example, in your document you could include the following snippet:
[ sig | req | signer1 ]
This will tell us that you want to include a signature tag at that place in the document. We will automatically create this tag when you upload your document.
The following table contains a selection of tag snippets for 3 possible signers.
You only need to include tags for the signers your document requires
Field Type | Snippet |
Signature | [sig|req|signer1] [sig |req|signer2] [ sig | req|signer3 ] |
Initials | [initial|req|signer1] [initial|req|signer2] [initial|req|signer3] |
Date signed | [date|req|signer1] [date|req|signer2] [date|req|signer3] |
Title | [text|req|signer1|title] [text|req|signer2|title] [text|req|signer3|title] |
Full name | [text|req|signer1|name] [text|req|signer2|name] [text|req|signer3|name] |
Company | [text|req|signer1|company] [text|req|signer2|company] [text|req|signer3|company] |
[text|req|signer1|email] [text|req|signer2|email] [text|req|signer3|email] | |
Tickbox | [$ch|check|noreq|signer1] [$ch] |
Textbox | Required text: [text|req|signer1|] Not required text: [text|noreq|signer1|] |
Need more signers?
If you are looking to add more signers than the examples above, simply replace the number in the snippet with the appropriate signer number.
For example, if you want to add a fourth signer, adjust the snippet to reflect the signer number:
[ sig | req | signer4 ]
Step 2: Set the snippet to white
Before saving your document, make sure you set all snippets to white. This is important to hide the snippet from appearing to the document signer.
For Word
Select the snippet you want to hide.
From the Home tab, in the Font group, choose the arrow next to icon of an ‘A’ with an underline.
This will show a selection of colours, where you can select white.
For Google Docs
Select the snippet you want to hide.
From the toolbar, choose the button with the ‘A’ icon with a thick underline.
This will show a selection of colours, where you can select white
Step 3: Tagging Signer Information
In the document, locate a table with signature initials, where all the necessary tags can be found. For each signer, copy and paste the tags for their full name and signature from the table into the designated areas in the document.
Step 4: Adjusting Text Colour
Change the text colour to white for each tag to make them invisible within the document.
In your word processing software, click on the colour of the text and change it to white for all tags.
Step 5: Finalising the Template
Once all tags have been added and the text colour adjusted, your pre-tagged template is ready.
Save the document.
Step 6: Using the Pre-Tagged Template
Download the pre-tagged document as a PDF.
When creating a new signature request, upload the pre-tagged document.
Add the signer's information, and the tags will automatically appear on the screen.
Repeat this process for future document uploads – the tags will consistently appear, streamlining your workflow.
By following these steps, you've successfully pre-tagged a document for e-signature. This time-saving feature allows you to create a template once and effortlessly use it for all your signature requests. If you have any questions or encounter issues, feel free to reach out.
Thank you for using our e-signature platform!