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Syngrafii Templating Guide

Syngrafii Support Team
  • Updated

Contents

  1. Tutorials
  2. What is a Template Tag?
  3. Tags
  4. Tag Options (Advanced)
  5. Tag Data ID

 

Tutorials

A great way to save time for both yourself and your document signers is to template your existing documents with template tags.

  • How To Add a Signature Box

    A typical document that requires a signature contains a signature line with additional lines for the signer to print their name and the date they signed the document.

    mceclip1.png

    Let’s automate this by updating our documents with template tags. These tags will be processed by Syngrafii when you create a new Package. Syngrafii will replace the tags with a signature box in the exact location the tag was added.

    mceclip2.png

    Note: You may notice that the {{signer_1:signature_1}} tag above has a much larger font. This is because the signature box will be sized to the height and width of the tag by default. You can optionally add advanced options to a tag that will customize the size of the signature box.

    Now when you create a new signing Package with the tagged document the signer(s) will be presented with a signature box to sign the document. You will also notice below that the name and date tags have been replaced with the signer’s name and today’s date automatically.

    mceclip3.png

 

What is a Template Tag?

A tag is comprised of one or more sections as described below:

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Assigning a Signer to a Tag
If your document requires signatures from multiple signers you can assign tags to each signer by using signer_1 for the first signer, signer_2 for the second signer, and so on. If you are creating a Live Session or Video Closing Room you can add a tag for yourself by using signer_host, the remaining signers will be numbered. If you do not include a signer tag the first signer will always be assigned the tag.

When to use Tag Ids
It is recommended that you always use a unique tag id when you want to also include tag properties such as a signature date or name. This will ensure that the signature date and name are associated with the correct signature.

{{signer_1:signature_1}}
{{signer_1:signature_1_date}}

In the example above the signature is given an id of 1 associating the tags with one another.

{{signer_1:signature_contract}}
{{signer_1:signature_contract_date}}

You can also provide a name as an id, this can be helpful in larger documents where you might lose track of the next number. Try to avoid any special characters however as many will break the tag.

{{signer_1:initials}}

If you do not need to add a property tag, there is no need to include a tag id. In the example above, I have no need to include the date of the initials, {{signer_1:initials_1_date}}, so I can leave out the tag id and let Syngrafii number them for me when the Package is created.

 

Tags

  • Signature Box

    Add signature boxes to your template.

     Property   Long  Short  Notes
     Name  {{signer_#:signature_#_name}}   {{s_#:sig_#_name}}   Name of the signer who signed 
     Date  {{signer_#:signature_#_date}}   {{s_#:sig_#_date}}   Date of the signature 

    • Examples

      • Add Signature Box 1 for Signer 1 
        Long        {{signer_1:signature_1}}
        Short       {{s_1:sig_1}}
      • Add Signature Box 1 Date for Signer 1
        Long        {{signer_1:signature_1_date}}
        Short       {{s_1:sig_1_date}}

  • Initials Box

    Add initial boxes to your template.

     Property   Long  Short  Notes
     Name  {{signer_#:initials_#_name}}   {{s_#:init_#_name}}   Name of the signer who initialed 
     Date  {{signer_#:initials _#_date}}   {{s_#:init_#_date}}  Date of the initials 

    • Examples

      • Add Initials Box 1 for Signer 1
        Long        {{signer_1:initials_1}}
        Short       {{s_1:init_1}}

  • Text Box

    Add text boxes to your template.

    • Examples

      • Add Text Box for First Signer
        Long        {{text}}
        Short       {{text}}
      • Add Text Box for Signer 1
        Long        {{signer_1:text}}
        Short       {{s_1:text}}

  • Multiline Text Box

    Add multiline text boxes to your template.

    • Examples

      • Add Multiline Text Box 1 for Signer 1
        Long        {{signer_1:multiline_1}}
        Short       {{s_1:multi_1}}

  • Image Box

    Add image boxes to your template.

    • Examples

      • Add Image Box 1 for Signer 1
        Long        {{signer_1:image_1}}
        Short       {{s_1:img_1}}

  • Date Picker Box

    Add date picker to your template. Signer must enter a valid date using the date picker calendar.

    • Examples

      • Add Date Picker Box 1 for Signer 1
        Long        {{signer_1:datepicker_1}}
        Short       {{s_1:dp_1}}

  • Document Properties

    Add document properties to your template.

     Property   Long  Short  Notes
     Package Name   {{document:packageName}}   {{doc:packageName}}   
     Name   {{document:name}}   {{doc:name}}   
     Date Signed   {{document:date}}   {{doc:d}}   Date the document was signed by first signer 

    • Examples

      • Add Document Name
        Long        {{document:name}}
        Short       {{doc:name}}

  • Signer Properties

    Add signer properties to your template.

     Property   Long  Short  Notes
     Name  {{signer_#:name}}   {{s_#:name}}   
     Date Signed  {{s_#:date}}   {{s_#:d}}  Date the document was signed by signer. You can also customize the date format, see format options below. 

        • Date Property Formatting

          You can customize the signer date by adding format options to it.

           Option   Long  Short

           Output Example
           (English-Canada Locale)
           Date (Default)  {{s_#:date}}   {{s_#:d}}   2022-11-21
           Date Time  {{s_#:date_datetime}}   {{s_#:d_dt}}   2022-11-21 2:25 PM
           Time  {{s_#:date_time}}   {{s_#:d_t}}   2:25 PM
           Time Long  {{s_#:date_timelong}}   {{s_#:d_tl}}   2:25:50 PM
           Day  {{s_#:date_day}}   {{s_#:d_dy}}   21
           Day With Suffix  {{s_#:date_daywithsuffix}}   {{s_#:date_dws}}   21st
           Day Of Week
          		  {{s_#:date_dayofweek}}   {{s_#:d_dow}}   Monday
           Day Of Week Short  {{s_#:date_dayofweekshort}}   {{s_#:d_dows}}   Mon
           Month  {{s_#:date_month}}   {{s_#:d_m}}   11
           Month Short  {{s_#:date_monthshort}}   {{s_#:d_ms}}   Nov
           Month Long  {{s_#:date_monthlong}}   {{s_#:d_ml}}   November
           Year  {{s_#:date_year}}   {{s_#:d_y}}   2022
           Year Short  {{s_#:date_yearshort}}   {{s_#:d_ys}}   22
           Year Month  {{s_#:date_yearmonth}}   {{s_#:d_ym}}   November 2022

        • Examples

          • Add Name of Signer 1
            Long        {{signer_1:name}}
            Short       {{s_1:name}}

 

Tag Options (Advanced)

You can customize the appearance of many tags or make them optional by adding additional options to them.

 Option  Long  Short  Notes
 Width  option_width_###   o_w_###   Units @ 72dpi 
 Height  option_height_###   o_h_###   Units @ 72dpi 
 Font Size  option_fontsize_##   o_fs_##   Units @ 72dpi 
 Align to Left  option_align_left   o_a_l  
 Align to Center  option_align_center   o_a_c  
 Alight to Right  option_align_right   o_a_r  
 Optional  option_optional  o_opt  

  • Units

    When adding custom width, height, or font size the units are scaled at 72dpi. For example, 1 inch would be equal to 72, and 2 inches would be equal to 144. A standard letter size document is 8.5 x 11 inches, or 612 x 792.

  • Examples

    • Custom Signature Width and Height

      Long        {{signer_1:signature_1:option_width_200:option_height_30}}
      Short       {{s_1:sig_1:o_w_200:o_h_30}}

    • Custom Initials Width, Height, and Aligned to Right

      Long        {{signer_1:initials:option_width_40:option_height_40:option_align_right}}
      Short       {{s_1:init:o_w_40:o_h_40:o_a_r}}

    • Initial Every Page in a Document

      To add initials to the footer of your document so that the signer must initial each page you can add option_align_right to force the position of the initials box to the right side of the tag.

      mceclip0.png

      mceclip1.png

    • Optional Signature

      To add an optional signature tag to your document you can add option_optional or o_opt. Initial and Textbox tags can also be made optional.

      mceclip1.png

      mceclip2.png

Tag Data ID

Data ID is a unique identifier which can be assigned to Text Box and Multiline Textbox template fields. Data ID can be used by integrators to set and retrieve fields present in documents.

  • Examples

    • Add Data ID “text1” for Text Box

      Long        {{signer_1:text:dataid_text1}}
      Short       {{s_1:text_1:id_text1}}

    • Add Data ID “multiline1” for Mutliline Text Box

      Long        {{signer_1:multiline:dataid_multiline1}}
      Short       {{s_1:multi:id_multiline1}}

 

 

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