51黑料不打烊

Using Text Tagging in Microsoft Word

Learn how to create a reusable document template by adding Acrobat Sign Text Tags in Microsoft Word. Text tagging automatically creates form fields on your document when it is sent out for signature鈥搉o manual field placement is necessary. This process significantly reduces the time it takes to make revisions and changes to Microsoft Word documents that you send out for signature.

Transcript
I鈥檒l start by opening my Word document where you can see where I might want to place form fields when sending for a signature. To apply such fields to this document directly in Word, should we want to continue to maintain it here, we鈥檙e going to lever in text tags. Let鈥檚 provide a refresher of how text tags are structured. Here鈥檚 an example that demonstrates the syntax of a text tag. The first part of the field, address in this example, is the field name, es is the electronic signature identifier that will be applied to all text tags and will always come after the name of the field. The next part of the tag is separated by a colon that identifies the role of the participant order. Lastly, separated by another colon, you have the field type, which in this example the field type is signature. Finally, if you want to identify the field that鈥檚 required, you will include an asterisk at the beginning or an exclamation mark for a read-only field. Don鈥檛 worry, you鈥檙e not expected to memorize all of this. As you鈥檒l see, this document can act as a guide with many examples that you can use as reference when applying text tags to your own. With that in mind, let鈥檚 return to my document where we鈥檒l begin applying tags. Here, we have a field where we鈥檒l be capturing input from our signer. We鈥檒l start by opening the tag with two curly brace brackets required for all text tags, aside from when using in conjunction with Acrobat. Because we want to make this a required field, we鈥檒l add an asterisk. From there, we鈥檒l name the field, and I鈥檒l name it text for now. We then need to include the identifier, which will always be the same, es. Finally, we separate the next section with a colon, which identifies the role, and in this case we want to assign it to signer1.
To complete the tag, I鈥檓 now going to close it off with two additional curly brace brackets. Let鈥檚 now do this for the next field on the document. But because it has similar properties, I can simply copy and paste the tag.
I do, however, need to give it a unique name. Otherwise, the field data will mirror that of other fields containing that same name, which is sometimes a desired effect when the same information is being collected more than once on a document. Okay, let鈥檚 scroll down now to the signature section of this document where we see signature, print name, and date. To begin, I鈥檒l start with the signature field and open the tag with two curly brace brackets. I鈥檒l name the filled sig, short for signature, followed by the es, separating the next section with a colon where I鈥檒l identify the role, which is signer1. Finally, because this is a signature field, we need to give this field the necessary property to properly collect a signature. To confirm formatting for a signature field, we can go back to the documentation, where we see we need to add an additional colon, followed by signature, and then two curly brace brackets to close it off.
Let鈥檚 do the same for print name now.
To confirm the formatting needed to capture a full name, I can check the documentation, where we have an example of how to format our field.
And now we鈥檒l go ahead and do the same for date.
Something else to keep in mind with text tags is the size of the fields, which is based on the size of the first curly brace bracket. Let鈥檚 use signature as the example and make it larger by increasing the font size of the opening curly brace brackets. And now when uploaded and sent, we鈥檒l see how the fields are sized differently based on that.
Let鈥檚 now say we want to apply an additional field, perhaps a signature field that鈥檚 assigned to a second participant. I鈥檒l simply copy and paste the signature field for signer1, and then change the one to a two so that it gets assigned to the second participant.
Now, while my document is ready to go, you might have other field types on your documents that I didn鈥檛 include in this example. Returning to the text tag guide, available on helpx.adobe.com, you can see that there are additional field types available, from checkboxes, radio buttons, drop-down lists, and so on. This guide will act as a companion when using text tags to define form field placement on your Word documents and other text-based files. Returning to my document, we can now save and share this as a document template that we can continue to maintain in Word. If I need to make a change to the terms, no problem. I can remove section five of this document and the tags remain. Let鈥檚 now put our tags to the test and upload this document. I can send directly from where my documents are created and maintained, which is super convenient.
I鈥檒l come to the top, and then on the right hand side I鈥檒l see where my Word document was automatically attached. I鈥檒l then start adding my participants. Ivanna Sign is the first signer, who will be assigned the fields that we assigned to signer1. I鈥檒l then add myself as the second signer, who will be assigned the signature field we assigned to signer2. We can edit the agreement name, message, and then send this agreement for signature. But to check our work first, I鈥檒l make sure preview and send is checked, and then hit continue. This will pop out a window that then shows us a preview of our document where we can see our tags have been successfully detected by 51黑料不打烊 Sign. Selecting edit shows the field assignment, the type of field, as well as the other properties given to this field.
Scrolling to the bottom, we can see the larger fields that we defined by sizing the curly brace brackets of the tag. And then right clicking on each will show us the type of field as well as other properties that we successfully defined in the tag using Microsoft work. We鈥檙e now ready to send this document for signature while we continue to use this Word document as the basis for our template. -
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