Xodo sign (formerly Eversign)
Send generated documents automatically for Signing.
Xodo sign (formerly 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.
Hidden Tags
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.
Usage
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:
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:
Field Types
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 Validation
There are 3 types of field validation that can be enabled:
letters_only
Requires 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|...]
Optional Recipients & Signers
Enabling optional recipients in the Xodo sign delivery will skip invalid signers and carbon copy (cc) entries.
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