Introducing our enhanced e-signature experience!

This feature allows you to create a pre-tagged document, simplifying the signature process for subsequent uploads.

With the latest update, 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.

Start by creating a document. In this example, I've created a document named "Declaration" with two signers.

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.

Our pre-tagging template can be found here.

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.

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.

Once all tags have been added and the text colour adjusted, your pre-tagged template is ready.

Save the document.

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!