What are SmartTags?
SmartTags handle dynamic content like “Signer Name” or “Signer Phone" or can be used to create checkboxes or other types of form fields.
When to use SmartTags?
SmartTags help you to create:
Fields that Connie fills in automatically (eg. your company’s address, your name, contract issue date, etc.).
Checkboxes.
Text fields.
Image upload fields.
Number fields (eg. for salaries or social security numbers).
Date selectors.
…and many more.
💡 SmartTags are color-coded for clarity: blue SmartTags are linked to the issuer while green SmartTags are connected to the signer, making it simple to distinguish between the two at a glance.
How to use SmartTags?
Open the SmartTag Selector
You can open the SmartTag selector in two ways:
Click the SmartTag button at the top of your editor and search for the tag you need.
Use a keyboard shortcut to search and insert SmartTags instantly — no menus, no clicking, and no wasted time.
Keyboard shortcut to open the SmartTag selector
Mac: Press Shift + Cmd + S
Windows: Press Shift + Ctrl + S
Select a SmartTag or create your own
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.