Form Tags

SureDocs form tags allow you to provide or request additional information during the signing process. For example, you might use a text label to fill out an empty field on a form or an input text box if you need your client to fill out the field. There are three types of SureDocs form fields:

• Text – Places a label on your document.
• Input – Places a text field into your SureDoc indicating that your client must fill out the text field at the “sign” time.
• Check – Places a check box for your clients to check when signing.
  
  
  
  

	Placing Text Labels

1. In an open SureDoc, click Text in the toolbar at the top of the screen.
2. Move your cursor to the desired location on your document and click to place the text tag.
3. From the Tag Properties section at the bottom of the screen, choose the “signer” for whom you’re placing this text tag or “label” from the provided drop-down menu.
4. In the Enter Text field, type the label you wish to insert into your SureDoc.
5. Choose the font, size, color, and style for the label using the drop-down fields and buttons provided.

	Placing Input Fields

1. In an open SureDoc, click Input in the toolbar at the top of the screen.
2. Move your cursor to the desired location on your document and click to place the text tag.
3. From the Tag Properties section at the bottom of the screen, choose the “signer” for whom you’re placing this text tag or “label” from the provided drop-down menu.
4. If desired, type a default response for the input text field into the Enter Default Text field.  This will prevent your customers from having to type out common responses when you deliver the document for signing.
5. If desired, check the Required box to indicate that the signer must fill out the field.
6. Choose the font, size, color, justification, and style for the label using the drop-down fields and buttons provided.
7. Type any instructions or comments for your signer into the Instructions or Comments field provided.

	Placing Check Boxes

1. In an open SureDoc, click Check in the toolbar at the top of the screen.
2. Move your cursor to the desired location on your document and click to place the text tag.
3. From the Tag Properties section at the bottom of the screen, choose the “signer” for whom you’re placing this text tag or “label” from the provided drop-down menu.
4. If desired, type a default response for the input text field into the Enter Default Text field.  This will prevent your customers from having to type out common responses when you deliver the document for signing.
5. Choose the size and style for the check box using the drop-down field and button provided.
6. If desired, check the Include Border box to display a border around the check box.
7. If desired, check the Checked By Default box to set the default for the box to checked instead of blank.
8. Type any instructions or comments for your signer into the Instructions or Comments field provided.

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