SmartTags are placeholders you can add to your templates to handle dynamic content, like a signer’s name, phone number, or other important details. Think of them as smart fields that either fill in automatically or let someone enter information when completing a document.

SmartTags are useful whenever you want to make your documents more dynamic and reusable. For example, you can use them to create:

You can open the SmartTag selector in two ways:

Start typing the name of the tag you need, and it will appear right where your cursor is. In case the SmartTag you need is not yet existing in our selection start creating a custom SmartTag that matches exactly your needs.

These tags pull in information about you as the issuer: your name, email, company name, and so on. They fill in automatically, so as long as your profile and company details are up to date in Connie, you're good to go.

These tags are filled in by the signer before they sign, like their name, email address, and phone number.

One exception: when you issue an individual document, you as the issuer need to fill in the signer's name, email, and phone number yourself.

These tags pull in details from the project the document belongs to, like the project name or date. They fill in automatically, so just make sure your project information is up to date. You can edit it in your project settings.

These tags relate to the contract or document itself, like the document title or issue date. Like project tags, they fill in automatically. Keep your document settings updated to make sure everything looks right.

General tags are your go-to for creating input fields directly in a document: text fields, checkboxes, number fields, date selectors, and more. They can be filled in by either the signer or the issuer.

What makes them special: each instance is fully independent. So if you use the same "Required Text Field" tag in three different places, each one can hold a completely different value. Perfect when you need the same type of field to capture different information.

Think: If each field should be filled out separately, use a General Tag.

Custom tags are SmartTags you create yourself, fully tailored to whatever your document needs. You can manage them in the template section: go to Templates in the left menu, then click SmartTags to create and edit your own.

Be aware that Custom Tags are shared across the entire document. This means that when you fill in one instance, all other instances update automatically. That's perfect for repeated information like names, emails, company details, ID number, ...

If you find yourself repeating the same information in multiple places, go with a Custom Tag.

​Example: If you use “Client Name” in multiple places, you only need to enter it once.