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Add fillable fields to document using field tags

Y
Written by Yuliia Biletska
Updated over 2 months ago

You can prepare your documents(DOCX,PDF,XLXS) by adding special text tags before uploading them. These tags define where and what kind of fillable fields—like Text, Signature, or Date—should appear.

Once the aforementioned document is uploaded to document placeholder and converted to PDF, these tags will automatically be turned into fillable fields. This helps streamline your workflow by letting you control the field setup directly in the document.

Tip: The font size of fillable fields added via fillable field tags is always 12.

For example, the fillable field tags being used for the ‘Text’ line are the following:

{{t:t;r:n; l:"TextField1";}} where:
t:t - the field type -Text

r:n; - required - yes/no (y/n)

l:"TextField1"; - field name

The fillable field tags first being used on the ‘Sign Here’ line are the following:

{{t:s;r:n;l:“SignatureField1;”}} where:

t:s- the field type - Signature

r:n; - required - yes/no (y/n)

l:"SignatureField1"; - field name

The table below shows the most widely used fillable field tags along with the types of fields for which these fillable field tags can be applied.

KEY

What does it mean?

Accepted format & values

What fields need this KEY?

t

TYPE of the field

s (for signature)

i (for initials)

t (for text)

d (for dropdown)

c ( for checkboxes)

dt or date ( for dates)

For every field

r

REQUIRED

y (for required)

n (for optional)

For every field

l

LABEL

“Field name”

For every field

dd

DROPDOWN

"option1, option2,

option3, ...."

Only for Dropdown fields

w

WIDTH

w (width)

For every field

h

HEIGHT

h (height)

For every field

p

DATE FORMAT

MM/DD/YYYY

DD/MM/YYYY

HH:mm

MMM DD, YYYY

MM/DD/YY

YYYY-MM-DD

YYYY/MM/DD

YYYY-M-D

YYYY/M/D

D.M.YYYY

D-M-YYYY

D/M/YYYY

DD.MM.YYYY

DD-MM-YYYY

Only for Date fields

Text field:

{{t:t;r:n;l:"text_field_1";}}

Signature:

{{t:s;r:n;l:"signature_field_1";}}

Initials:

{{t:i;r:n;l:"initials_field_1";w:200;}}

Dropdown:

{{t:d;r:n;l:"Dd_field_1";dd:first option,second option,third option;w:200;}}

Checkbox:

{{t:c;r:n;l:"checkbox_field_1";}}

Date:

{{t:dt;r:n;l:"date_field_1";w:150;p:"DD/MM/YYYY";}}

Once a PDF document has been generated , fillable field tags in your document will be automatically converted into fillable fields.

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