What are Tags in Stiply?
Tags in Stiply are labels that are added to your document before uploading it to the platform. These tags are then converted into fields within the document once it's uploaded. Tags help organize your document and make the signing process more efficient because it makes yu add all the fields to the document with one click on a button.
Key Features of Tags in Stiply:
- Pre-Upload Organization: Tags help structure your document before it is uploaded to Stiply.
- Efficient Document Processing: Tags allow you to quickly convert marked sections into editable fields.
- Improved Workflow: Tags quicken your process and saves a lot of time in the area of document editing and adding the fields.
How to Add Tags to Your Document Before Uploading
Step 1: Prepare Your Document
- Use a document editor (e.g., Word, Google Docs, etc.) to create your document.
- Add Tags: Manually insert tags where you want to place fields for signing. For example, you can use tags like {{Signature}}, {{Date}}, {{Text}}, and {{Initial}} to mark where each field should be in the final document.
- Make sure you assign the fields to a signer by adding a number to the tag. For example: the tag for a signature field for the first signer is {{signature_0}} and for the second signer it's {{signature_1}}
Step 2: Save Your Document
- Save the document in a compatible format (such as .docx, .pdf) with the tags included.
Step 3: Upload the Document to Stiply
- Log in to your Stiply account.
- Navigate to the Document upload section.
- Click on Upload Document and select the file that includes your tags.
Step 4:Add signers to the request
- Add the signers to the request and keep in mind which tags are assigned to which signer.
Step 5: Convert Tags to Fields
- Once your document is uploaded to Stiply, the tags you added earlier can be converted into editable fields by clicking on the "Label-icon" (next to the attachments-icon).
- These fields will be ready for the recipients to sign, fill in dates, and add other information as needed.
Step 6: Send for Signature
- After reviewing the fields, you can proceed to send the document for signature.
Why Use Tags in Stiply?
Using tags before uploading your document offers several advantages:
- Streamlined Document Preparation: Tags allow you to pre-define where signatures, dates, and other information should appear, reducing manual input during the signing process.
- Improved Accuracy: With clearly marked fields, the chances of missing or incorrect information are minimized.
- Improved Workflow: Tags quicken your process and saves a lot of time in the area of document editing and adding the fields.
Commonly Used Tags:
- {{Signature}}: For signature fields where the signer needs to place their signature.
- {{Date}}: For fields where the date of the signing must be added.
- {{Text}}: For fields requiring the signer's name, address or other information that needs to be added
- {{Initial}}: For fields where the signer must add their initials.
Other possibilities with tags
Like the regular fields you place in the document editor of Stiply you can make tags required or optional for a signer to fill in. If there is nothing added to the tag it will always be a mandatory field for the signer. However you can make a field optional by adding "_optional" to the tag.
For example I want the signer to fill in a checkbox if they want to use a company car, the signer isn't obliged to check it off, only if they want to. So my tag would look something like this: {{checkbox_0_optional}}. This is applicable to all the fields except for the signature field.
There are all the varieties of tags that can be used in Stiply:
- {{Signature_0}}
- {{Text_0}}
- {{Initial_0}}
- {{Checkbox_0}}
- {{Date_0}}
- {{Radio_0_group}} - this is only useable via the API. You'll have to specify the "group" to make the buttons connect with each other, for example "Gender". The signer chooses one of the pre-determined options and cannot select another option.