Smart Tagging with Anchor Text Documents

Did you know you can prepare your documents as Signority templates before uploading them?

With Anchor Text (Smart Tagging), you can embed Signority tags directly into a Word docucument so that when the document is uploaded, the tags are already there saving time and reducing manual setup.

Anchor Text lets you define:

• Where a tag appears

• What type of tag it is

• Who it is assigned to

Despite sounding technical, Anchor Text is simple and efficient once you understand the format.

What is Anchor Text?

Anchor Text is a short string of characters inserted directly into your document to tell Signority how to create a tag.

Each Anchor Text string specifies:

1. Tag location

2. Tag type

3. Assigned signer

A basic Anchor Text string looks like this:

\t1\

Breakdown:

This image shows you a partial page of content with Anchor Text placed where we want the tag, In the sample below  you can see:

1. The anchor text string in the tag, note how the tag starts exactly where the backslash does.

2. We left room for the default tag size and have the period for the sentence at the end of the tag, before having the content continue.  This will take a little practice to get right.

Adding Anchor Text to Your Document

Positioning the Tag

When placing the Anchor Text:

• Insert the string exactly where the field should appear

• Ensure there is enough space for the tag’s default size

• Keep punctuation outside the tag when possible

Example

Instead of:

Please sign here\t1\.

Use:

Please sign here \t1\.

Hiding Anchor Text

Once your Anchor Text is placed:

• Change its font color to white or whatever colour your files background is

This ensures the code does not appear in the final document while still being recognized by Signority.

Making Tag Optional

By default, all tags created through Anchor Text are required for recipients to complete.

To make a tag optional, add a lowercase o (not a zero) immediately after the first backslash:

Example

Mandatory:

\t1\

Optional:

\ot1\

Sizing Anchor Text Tags

When you add an anchor text string, Signority will add the default size of the tag unless defined. For more information on how to size Anchor text tags, see Sizing Anchor Text Tags.

Signority Anchor Text Tag Strings

This table gives you the list of tags available for use with anchor text, the strings for both mandatory and optional tags, and the tags default size in pixels (width x height).

Radio Button Options

Radio Button Options

Radio buttons are unique as a tag allow a signer to choose one option from a group.

Key Rules When Adding Radio Button Tags

• Must be used in groups of two or more

• All options must share the same group name

• Each option must have a unique value

Radio Button Anchor Text String

Because radio buttons are in a group, there are a few additional values you need to specify in the anchor text string.

A basic anchor text string for a radio button looks like this:

\r1_groupname_1\

Breakdown:

Below is an example of the anchor text strings place next to its label to add a radio button group that would allow signer to select one of three countries:

Canada    \r1_country_1\
USA       \r1_country_2\
Mexico    \r1_country_3\

This example is shown in the image below. The first Anchor Text has been set to a white font to reflect how it will appear in your final document and the second example is highlighted in red to illustrate the amount of space a radio button occupies compared to the Anchor Text string itself.

Further Reading

• Sizing Anchor Tags

• How to Upload an Anchor Text Document

• Create a Template Using Anchor Tags