Rules for “placeholders” for fields and signatures in Word documents

Placeholders for the form fields

For every field in the digital form linked to the template document in Word (except special fields such as formula fields), you must place a “placeholder” in the template document. This placeholder will be used to “merge” the value of that field from the record into the document that the document generator produces. For example, if we want a sentence like “I, Moishele Zochmir, the undersigned…” to appear in the final document, then that sentence with a “placeholder” would be written as: “I, {{full_name}}, the undersigned…”, The structure of the placeholder for a field is, in order: double curly brackets to open {{ followed by the name chosen for the field (without spaces and special characters – see below) followed by double curly brackets to close }} Rules for naming fields:

There must not be a space between the curly brackets and the name you typed between them! If you perform a copy-paste action within Word, Word often automatically adds a space before or after – be careful and delete these spaces if they appear…
The names between the brackets must not contain spaces or special characters – only letters, numbers, and simple characters, such as _ and –
You may format the placeholders – underline, bold, text color, background color, or any other formatting…
Examples of valid and invalid names:

Placeholders for signatures

You can create placeholders for signatures of two types in the documents:

• Anonymous signers – these signers will not have a special “presence” in the dialog screen of sending a document for electronic signing. That is – whoever sends the signing request will not see anything that characterizes the required signer – they will simply send to a recipient with an email address or phone number…
• Named signers (those that have a name) – these signers have a special “presence” in the dialog screen of sending a document for electronic signing. You can see who is involved. For example, if a signer has the name “customer” – we will be able to see that it is a customer. If they have the name “supplier” – we will be able to see that it is a supplier…

Also, once you create placeholders for “named signers”, you can set a signing process that has several different parties – and in the dialog screen of sending a document for electronic signing – we also set an order for them The structure of the placeholder for the signature of an anonymous signer is the combination of the following characters in order – curly bracket to open { then a “vertical bar” (as explained here), then any number of “underscore” _ (as explained here) then a “vertical bar” again and finally a curly bracket to close }.

The structure of the placeholder for the signature of a named signer is the combination of the following characters in order – curly bracket to open {, then a name or number indicating the signer (without spaces or special characters), then a “vertical bar” | (as explained here), then any number of “underscore” _ (as explained here) then a “vertical bar” | again and finally a curly bracket to close }.