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When preparing documents for electronic signatures, knowing the exact coordinates (X and Y values) for placing form fields can be challenging. Traditional methods often require manual calculations, which are time-consuming and prone to errors. A more systematic and efficient approach involves using text tags within the document. In this blog post, we’ll explore using BoldSign text tags via the API to dynamically position form fields in eSignature requests.
This ensures that the form fields are precisely placed where the tags were located in the document, thus maintaining the intended layout and design.
BoldSign text tags follow a specific syntax, consisting of components separated by a pipe “|” symbol and encapsulated within double curly braces {{ }}. Let’s break down the components:
Let’s consider an example to illustrate the usage of BoldSign text tags.
{{text|1|*|Enter name|field_1}} |
In this example:
curl -X 'POST' \
'https://api.boldsign.com/v1/document/send' \
-H 'accept: application/json' \
-H 'X-API-KEY: {your API key}' \
-H 'Content-Type: multipart/form-data' \
-F 'Title="Sample Document"' \
-F 'UseTextTags=true' \
-F 'Signers={
"name": "hanky",
"emailAddress": hankyWhites@boldsign.dev,
"signerType": "Signer",
"signerRole": "Signer",
"locale": "EN"
}' \
-F 'Files=@{your file}' \
The following form fields are supported in text tag creation.
S. No | Form fields | Tags |
1 | Text box | text |
2 | Signature | sign |
3 | Initials | init |
4 | Date signed | date |
5 | Editable date | editdate |
6 | Title | title |
7 | Company | company |
If you want to add form fields other than these with tags, you can use definition tags.
When text tags contain numerous directives, they may become lengthy, complicating the specification of fields with small bounds on the document. To address this challenge, you can use definition tags. Definition tags provide a structured approach to managing complex text tags, allowing developers to encapsulate field configurations for improved readability and efficiency. The fields that are not supported by texts tags are supported in the definition tags.
Definition tags consist of several properties, each serving a specific purpose in defining the attributes of a form field. Let’s examine the components and their descriptions:
{{@tag1}} |
curl -X POST 'https://api.boldsign.com/v1/document/send' \
-H 'X-API-KEY: {your-api-key}' \
-F 'Title=Sent from API Curl' \
-F 'Message=This is document message sent from API Curl' \
-F 'Signers[0][Name]=Henry \
-F 'Signers[0][EmailAddress]=henry@boldsign.dev \
-F 'Signers[0][SignerType]=Signer' \
-F 'UseTextTags=true' \
-F 'TextTagDefinitions[0][DefinitionId]=tag1' \
-F 'TextTagDefinitions[0][Type]=TextBox' \
-F 'TextTagDefinitions[0][SignerIndex]=1' \
-F 'TextTagDefinitions[0][IsRequired]=true' \
-F 'TextTagDefinitions[0][FieldLabel]=Email field' \
-F 'TextTagDefinitions[0][FieldId]=axq12367' \
-F 'TextTagDefinitions[0][Size][Width]=500' \
-F 'TextTagDefinitions[0][Size][Height]=50' \
-F 'TextTagDefinitions[0][Placeholder]=Enter your email here' \
-F 'TextTagDefinitions[0][PageNumber]=1' \
-F 'TextTagDefinitions[0][Font][Name]=Helvetica' \
-F 'TextTagDefinitions[0][Font][Size]=20' \
-F 'TextTagDefinitions[0][Font][Style]=Italic' \
-F 'TextTagDefinitions[0][Validation][Type]=Email' \
-F 'Files=@{your file};type=application/pdf'
BoldSign text tags offer a dynamic and efficient approach to embedding form fields into documents, enhancing the overall signing experience for users. By leveraging the BoldSign API and integrating text tags into your workflow, you can customize document layouts, streamline signing processes, and meet the specific needs of your organization or application. For further guidance and examples, refer to our demo sample and explore the text tag documentation. Start mastering dynamic form field positioning with the BoldSign API today!
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Gopinath is a passionate software developer with 2 years of experience at BoldSign. He is an avid writer and enjoys sharing his insights on technology and development. In his free time, he enjoys exploring new technologies and learning new things.
Gopinath is a passionate software developer with 2 years of experience at BoldSign. He is an avid writer and enjoys sharing his insights on technology and development. In his free time, he enjoys exploring new technologies and learning new things.
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