Sertifi Text Tags Creating Form Fields and Merge Fields for Word Documents
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Sertifi provides the ability for Customers to insert text tags inside Word or PDF documents, once uploaded the Sertifi system will create a fillable field that can be merged with data sent via the API or completed by the Signer.
This document contains examples of text tags used to generate and/or merge form fields in a word document.
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Contents Text Tag Format ...... 4 Editable Field Properties ...... 4 Common Text Box Tags ...... 6 Text Box Tips ...... 6 Common Check Box Tags ...... 7 Check Box Tips...... 7 Common Radio Button Tags ...... 8 Radio Button Tips ...... 8
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Text Tag Format The base formatting for a field creation text tag is: [[SFLD:FieldName:parameter1=value,parameter2=value]]
• SFLD is the required prefix to indicate this is a form field tag • : is the required separator between the prefix and the field name • FieldName is the name that will be given to the PDF field when created • Parameter is optional and replaced with the options in the section below • , is the separator between each parameter • Each tag must open and close with double brackets [[ ]]
Editable Field Properties Current properties and their defaults (property | description | default | available values)
Description Property Default Available Values
Field Type T T(Textbox) T(Textbox)
C(Checkbox)
R(Radio button)
Option Name (For checkboxes) O Checked Yes or True = Checked
Any other value is unchecked
Option Name (For Radio Buttons) O Yes Any value – determines the output value if used.
Export Value (For checkboxes E Not specified Any Value – determines the out value if used.
Height H Height of tag Whole numeric values greater than 0 (size itself in pixels)
Width W Width of tag Whole numeric values greater than 0 (size itself in pixels)
Maximum number of characters M Unlimited whole numeric values greater than 0
Minimum number of characters Mi 0 whole numeric values greater than 0
Required R False Yes or True = Required
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Secure Field (masks data on S False Yes or True = Secure signed document)
Signer Level SL Not specified 1-10
Signer Order SO Not specified 1-16
Multi-line ML Not Specified True – will wrap text in text fields
Auto Rename RS Not Specified True – will create unique field names for all fields containing this parameter
Date Format Validation VD Not Specified mm/dd/yyyy
mm/dd/yy
m/d/yyyy
m/d/yy
yyy-MM-dd
yy-mm-dd
yyyy-M-d
yy-M-d
Field Validations V Not Specified Z (Zip or Zip +4)
P (Phone)
S (Social Security Number)
St (State – 2 letter abbreviation)
d (numbers)
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Common Text Box Tags Standard Text Box
[[SFLD:FieldName]]
10 Character Limit Text Box
[[SFLD:FieldName:M=10]]
Custom Size Text Box
[[SFLD:FieldName:W=100,H=15]]
Required Text Box
[[SFLD:FieldName:W=300,H=15,R=True]]
Second Signer Text Box
[[SFLD:FieldName:SL=2,W=100,H=15]]
2nd First Signer Text Box
[[SFLD:FieldName:SL=1,SO=2,W=100,H=15]]
Text Box Tips • The standard text box without a size added is very small, size parameter are recommended • The Field name will be used in document database output, descriptive names are recommended • The field name can be used to specify data push/pull when used with Salesforce • Tags can be entered in small font (as small as 1pt) to help maintain document formatting • Tags can be entered in white font so they do not display when used outside of Sertifi
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Common Check Box Tags Standard Check Box Pre-checked
[[SFLD:FieldName:T=C]]
Filled Check Box
[[SFLD:FieldName:T=C,O=yes]]
Null Check Box
[[SFLD:FieldName:T=C,O=no]]
Required Check Box
[[SFLD:FieldName:T=C,O=no,R=yes]]
Check Box with Custom Output
[[SFLD:FieldName:T=C,O=No,E=True]]
Custom Size Check Box
[[SFLD:FieldName:T=C,O=Credit Card,W=9,H=9]]
Check Box Tips • The standard Check box without Option (O=) parameter is checked • When the Option parameter (O=) is set to anything other than Yes or True it will be an empty check box • The export value will be displayed as the field value in the document database when checked • The export value is what is set in salesforce Push/Pull • Adding size parameters of W=9,H=9 is the optimal size for hiding the box outline on the signing page • Tags can be entered in small font (as small as 1pt) to help maintain document formatting • Tags can be entered in white font so they do not display when used outside of Sertifi
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Common Radio Button Tags Default Radio Buttons
Fields must share the same name to enable the selection of only one radio button in a group. In this example the field is named “Test.”
Option 1 [[SFLD:Test:T=R,O=Opt1]]
Option 2 [[SFLD:Test:T=R,O=Opt2]]
Option 3 [[SFLD:Test:T=R,O=Opt3]]
Required Selection Radio Button
Male [[SFLD:Gender:T=R,R=Yes,O=M]]
Female[[SFLD:Gender:T=R,R=Yes,O=F]]
Custom Size Radio Button
Male [[SFLD:Gender:T=R,R=Yes,O=M,W=9,H=9]]
Female[[SFLD:Gender:T=R,R=Yes,O=F,W=9,H=9]]
Radio Button Tips • The option value will be displayed as the field value in the document database when that specific button is selected • The option value is what is set in salesforce Push/Pull • Adding size parameters of W=9,H=9 is the optimal size for hiding the button outline on the signing page • Tags can be entered in small font (as small as 1pt) to help maintain document formatting • Tags can be entered in white font so they do not display when used outside of Sertifi
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