How to automatically place form fields using text tags in the BoldSign Mobile App?
Text Tags are placeholders inserted into a document that BoldSign automatically detects and converts into form fields during document preparation. Instead of manually adding fields, you can use Text Tags to automatically place fields such as signatures, initials, dates, and text fields in the required locations.
Text Tags are particularly useful when preparing documents on mobile devices because they help ensure consistent field placement and reduce manual effort.
Add Text Tags to the document
Before BoldSign can automatically detect and create form fields, you must first insert the appropriate Text Tags into the document at the locations where the fields should appear. During document preparation, BoldSign detects these Text Tags and converts them into the corresponding form fields.
For example:
Add the following Text Tags directly to your document:
- Customer Name: {{text|1|*|Full Name|customer_name}}
- Company Name: {{company|1|}}
- Signature: {{sign|1|}}
- Initials: {{init|1|*}}
- Date Signed: {{date|1|}}
When the document is uploaded and converted, BoldSign automatically generates:
- A required text field for Customer Name
- A Company field
- A Signature field
- A required Initial field
- A Date Signed field
If Text Tags are not added to the document, form fields must be placed manually using the field configuration screen.
Hide Text Tags
- After the Text Tags are converted into fields, the tags are not removed from the document.
- To hide Text Tags, set the Text Tag font color to match the document background color. For example, use white text on a white background so the tags are not visible in the document.
- This approach keeps the Text Tags hidden from view while still allowing BoldSign to detect and process them correctly.
The Text Tags remain in the document and are only visually hidden.
Supported form fields
The following form fields support Text Tags in the BoldSign mobile app:
| FieldName | Text Tag | Example |
|---|---|---|
| Textbox | text | Example 1: {{text|1|*|Customer Full Name|customer_name}} Example 2: {{text|1|}} |
| Signature | sign | {{sign|1|}} |
| Initial | init | {{init|1|*}} |
| Date Signed | date | {{date|1|}} |
| Editable Date | editdate | {{editdate|1|*|dd/MM/yyyy}} |
| Title | title | {{title|1|}} |
| Company | company | {{company|1|}} |
Steps to add form fields using text tags in the mobile app
Follow these steps to automatically generate fields from Text Tags:
- Open the BoldSign mobile app.
- Tap
Create New Document.
- Upload a document that contains Text Tags.
- Enter the required document details and proceed to the
Configure fieldsscreen.
- On the Configure fields screen, BoldSign automatically detects the Text Tags available in the document.
- Tap
Convertto generate the detected Text Tags into corresponding form fields.
- Review the generated fields and make any necessary adjustments.
- Tap
Sendto send the document for signature.
For more information on Text Tags, refer to this: How to automatically place form fields using Text Tags in the BoldSign web app?
- Text Tag detection must be enabled for your organization to automatically create fields from Text Tags. If the feature is disabled, BoldSign will not recognize or convert Text Tags found in documents or templates.
- To enable the Text Tag feature for your organization, contact the BoldSign Support team.
