Use tags to customize signer fields in your word document (docx) file or PDF.  Each tag is contained between opening and closing square brackets “[ ]” with the following format:

Tag Format

Each tag is made up of three arguments, first argument, second argument and third argument.  Here is an example of a possible tag you could use:

[ s:a:r ]

FIRST ARGUMENT
This argument describes the type of field this tag will be. 

• s = signature
• c = check box
• i = initials field
• t = text field
• d = date picker

SECOND ARGUMENT
This argument designates to whom the field is assigned using A through Z in alphabetical order to correspond to the signer. 

• a = first document signer
• b = second document signer
• c = third document signer
• etc...

THIRD ARGUMENT
This argument designates the field as either required or optional.  Note that signatures are always required and cannot be set as optional. 

• o = optional
• r = required

IMPORTANT NOTES:

• Spaces and underscores are ignored between the square brackets. Signatures are always required.
• After you've added these fields to your documents, it's imperative to make the font white, or the same color as the background color of the document. This way, the tags will not show on the signed document, only the signatures.
• To make the signing space larger for the Signer, you may make the font larger or add spaces in between the brackets. Here's an example:

  • [          s:a:r          ]

Once your tags are added

Once the tags are added to your word document or PDF, you can upload the file into a ClientPoint using "Add to ClientPoint" and choose "Upload a Document".

Once the document is uploaded, ClientPoint scans the file for the tags and automatically enables ClientPoint Sign on the file and directs you into the ClientPoint Sign interface to confirm the fields are correct.

Have any questions? Please contact support@clientpoint.net.