How to add and use tags in your documents in Stiply
Using tags helps you to streamline your process and allow you to structure your document before it's uploaded to Stiply.
What Are Tags in Stiply?
Tags in Stiply are placeholders that you add to your document before uploading it to Stiply. Once the document is uploaded, these tags are automatically converted into editable fields within the document.
Tags help you structure your document in advance and make the signing process more efficient by allowing you to add all required fields with a single click.
Key Features of Tags in Stiply
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Pre-upload organization: Tags allow you to structure your document before uploading it to Stiply.
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Efficient document processing: Tags enable you to quickly convert marked sections into editable fields.
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Improved workflow: Tags save time and accelerate document preparation by automatically placing fields.
How to Add Tags Before Uploading Your Document
Step 1: Prepare Your Document
Use a document editor (e.g., Word, Google Docs, etc.) to create your document.
Add Tags
Manually insert tags where you want signing fields to appear. For example:
Assign Tags to Specific Signers
You can assign tags to specific signers by adding a number to the tag. For example:
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The signature field for the first signer:
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The signature field for the second signer:
Step 2: Save Your Document
Save the document in a compatible format (e.g., .docx, .pdf), ensuring the tags remain in the file.
Step 3: Upload the Document to Stiply
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Log in to your Stiply account.
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Go to the Document Upload section.
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Click Upload Document and select the file containing your tags.
Step 4: Add Signers to the Request
Add the signers to your signing request.
Make sure the fields you predefined using tags correspond to the correct signers. For example:
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→ Signer 1 -
→ Signer 2
Step 5: Convert Tags into Fields
Click the Label icon (next to the attachment icon) to convert the tags into editable fields.
The fields will now be ready for recipients to sign, enter dates, and complete other required information.
If necessary, you can manually add additional fields.
Step 6: Send the Document for Signing
After reviewing the fields, proceed with sending the document for signing.
Why Use Tags in Stiply?
Using tags before uploading your document offers several advantages:
Streamlined document preparation:
Predefine where signatures, dates, and other fields should appear, reducing manual work during the signing process.
Improved accuracy:
Clearly marked fields minimize the risk of missing or incorrect information.
Faster workflows:
Tags significantly speed up document editing and field placement.
Additional Tag Options
Just like the standard fields in the Stiply document editor, tags can be made required or optional for a signer.
By default, tags are required. To make a field optional, add _optional to the tag.
For example:
This could be used if a signer may optionally indicate whether they want to use a company car.
This functionality applies to all fields except the signature field.
Available Tag Types in Stiply
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– Signature field for the first signer -
– Text field for the first signer -
– Initials field for the first signer -
– Checkbox for the first signer -
– Date field for the first signer -
– Radio button group (API only). You must define the group name (e.g., “Gender”), allowing the signer to select one predefined option.
If you’d like, I can also create a slightly more technical/API-focused version or a more simplified end-user version depending on your target audience.