Eversign
Send generated documents automatically for Signing.
Eversign is all about boosting your business workflow and efficiency, and getting day-to-day tasks like scanning, printing and manually signing out of the way.
Eversign delivery configration
Hidden Tags is a feature that allows text to be used in documents as a placeholder for signature, initial and other tags for a particular signer.
A hidden tag is a text element wrapped in square brackets
[ ] containing a series of options in a specific order, all divided by | symbols. You can specify a total of 9 options, such as field type, signer ID, required/non-required, field label, field identifier, and more.Only the first three options are mandatory!
Signer1
[sig|req|signer1]
Full Name [text|req|signer1]
Date [date|req|signer1]
---------------------------------------------------------------
Signer 2
[sig|req|signer2]
Full Name [text|req|signer2]
Date [date|req|signer2]
White-on-White:
Since hidden tags should in fact be hidden on your document, they should be added in same color as the background of your document. In most cases, this is white-on-white.
Example: Here's a hidden tag using all available options:
[text|req|signer1|Name|name_1|Paul McSign|125|50|letters_only]
In the example above we are creating a required 125x50px text field, prefilled with the value "Paul McSign", with "letters_only" field validation enabled. Additionally, the field label is set to "Name" and the field identifier is set to "name_1".
Options: Below you will find all 9 available options explained:
Order | Name | Description |
1 | Field Type | Enter your preferred field type. [Example: sig for Signature] |
2 | Required / Non-Required | Enter req for required or nonreq for a non-required field. |
3 | Signer Number | Enter signerX with X being the number/ID of the signer this field is for. [Example: signer1] |
4 | Field Label | Enter your field label. This will be displayed as the placeholder for text fields. [Example: Name] |
5 | Field Identifier | Enter your field identifier. [Example: signature_2] |
6 | Prefill Field Value | Enter a value to prefill your field with. Different field types come with different prefill options |
7 | Field Width Override | By default, your field will come with the same width as your hidden tag. You can override this width by entering a pixel width here. [Example: 125] |
8 | Field Height Override | By default, your field will come with the same height as your hidden tag. You can override this height by entering a pixel height here. [Example: 50] |
9 | Field Validation | Enter your preferred field validation type, if any. |
The following field types can be created using hidden tags. "Prefill Value" refers to the type of value your field can be prefilled with.
Field Type | Context | Prefill Value |
sig | Signature field | |
init | Initials field | |
text | Text field | String |
date | Date Signed field | |
check | Checkbox field | 0 for un-checked and 1 for checked |
There are 3 types of field validation that can be enabled:
letters_onlyRequires the given field value to contain letters only.numbers_only: Requires the given field value to contain numbers only.email_address: Requires the given field value to be a syntactically valid email address.
Skipping Options:
In order to skip an option, simply leave it empty without making any changes to the order of other options. A field with a field identifier but without a field label would look like below.
[text|req|signer1||name_1|...]
Enabling optional recipients in the EverSign delivery will skip invalid signers and carbon copy (cc) entries.
Last modified 1yr ago