What are Custom Tags
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.
Create Custom SmartTags
Video guide on Custom SmartTags
Step-by-step guide
1. Go to Templates
You’ll find Templates in the menu on the left-hand side.
2. Open the SmartTags tab
Click the SmartTags tab in the menu bar at the top.
3. Click New SmartTag
This button is in the top right corner.
4. Set up the Custom SmartTag
Here you can fill in the following information:
SmartTag Category (optional)
Assign this SmartTag to a category. You can create and manage categories in the SmartTag tab.
Name
The internal name of your SmartTag. This is only visible to your team, not to signers.
Caption
The text shown to the person filling in the field.
Description
A short explanation of how the field should be used.
Type
Choose what type of content can be entered in this field:
Text – a single line of text
Multi-line text – multiple lines of text
Number – numbers only
Date – a date only
Time – a time only
Checkbox – can be checked or left unchecked
Choice – select one option from a list
Dropdown – select one option from a dropdown menu
Image – an uploaded image
Is the field required?
Tick this box to make the field mandatory.
Who needs to fill in the field?
Choose who is responsible for completing this field:
Document issuer – the field is filled in before the document is issued
Primary signer – the field is filled in by the signer during the signing process
5. Click Save
Your new SmartTag will now appear in the SmartTag overview.
Good to know
You can also create the SmartTag right in the editor while creating or editing a template, document, or SignPage.