Fillable field tags in Document Generation are specifically formatted combinations of symbols that can be placed anywhere within your documents in order to preset the location, size and type of various fields such as Signature, Text, Initial fields, etc.
You can add fillable field tags before uploading your document or when a document is uploaded (by editing it in the editor).
The font size of fillable fields added via fillable field tags is always 12.
For example, the fillable field tags being used for the ‘Text’ line are the following:
{{t:t;r:n; l:"TextField1";}} where:
t:t - the field type -Text
r:n; - required - yes/no (y/n)
l:"TextField1"; - field name
The fillable field tags first being used on the ‘Sign Here’ line are the following:
{{t:s;r:n;l:“SignatureField1;”}} where
t:s- the field type - Signature
r:n; - required - yes/no (y/n)
l:"SignatureField1"; - field name
The table below shows the most widely used fillable field tags in Document Generation along with the types of fields for which these fillable field tags can be applied.
KEY | What does it mean? | Accepted format & values | What fields need this KEY? |
t | TYPE of the field | s (for signature) i (for initials) t (for text) d (for dropdown) c ( for checkboxes) dt or date ( for dates) | For every field |
r | REQUIRED | y (for required) n (for optional) | For every field |
l | LABEL | “Field name” | For every field |
dd | DROPDOWN | "option1, option2, option3, ...." | Only for Dropdown fields |
w | WIDTH | w (width) | For every field |
h | HEIGHT | h (height) | For every field |
p | DATE FORMAT | MM/DD/YYYY DD/MM/YYYY HH:mm MMM DD, YYYY MM/DD/YY YYYY-MM-DD YYYY/MM/DD YYYY-M-D YYYY/M/D D.M.YYYY D-M-YYYY D/M/YYYY DD.MM.YYYY DD-MM-YYYY | Only for Date fields |
Text field: | {{t:t;r:n;l:"text_field_1";}} |
Signature: | {{t:s;r:n;l:"signature_field_1";}} |
Initials: | {{t:i;r:n;l:"initials_field_1";w:200;}} |
Dropdown: | {{t:d;r:n;l:"Dd_field_1";dd:first option,second option,third option;w:200;}} |
Checkbox: | {{t:c;r:n;l:"checkbox_field_1";}} |
Date: | {{t:dt;r:n;l:"date_field_1";w:150;p:"DD/MM/YYYY";}} |
Once a PDF document has been generated from a DOCX, fillable field tags in your DOCX document will be automatically converted into fillable fields.
Such fillable fields can then be mapped as usual while configuring your bots.
