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Tag properties

Every tag you place on a document has a set of configurable properties that control how it looks, how it behaves during signing, and who can see or interact with it. You configure properties in the properties panel on the right side of the template editor.

Properties are organized into four categories: basic, formatting, advanced, and data labels.

Basic properties

These properties are available on all or nearly all tag types and cover the core signing behavior.

PropertyTypeDefaultDescriptionSupported tag types
isRequiredBooleanfalseWhen enabled, the recipient must fill in or interact with this tag before they can complete their signing step. Tags marked required display a visual indicator during signing.All interactive tag types
isReadOnlyBooleanfalseWhen enabled, the tag is pre-filled by the sender and the recipient cannot change the value. Use this to display fixed information that the recipient should see but not edit.Text, Number, Date, Dropdown
labelStringA unique key that identifies this tag in your data. Tags that share the same label value auto-populate from one another — fill in any one of them and all matching tags update. See Data labels.All tag types
placeholderStringHint text shown inside the tag before the recipient enters a value. Disappears when the recipient starts typing. Use this to give examples or formatting guidance.Text, Number, Date
tooltipStringHelp text shown when the recipient hovers over or focuses the tag during signing. Use this for longer guidance that would not fit in the placeholder.All tag types

Required vs. optional

Recipients cannot complete their signing step until every required tag on the document is filled in. Optional tags can be left blank. The tag shows a visual indicator when required.

Read-only tags

A read-only tag lets you display a pre-filled value that the recipient can see but not modify. To use this, enter the value in the tag before sending the agreement. The recipient sees the value in place during signing.

Note: Read-only does not apply to signature or initial tags, which must always be completed interactively by the recipient.


Formatting properties

Formatting properties control the visual appearance of text inside a tag and the tag's own border and background. These properties apply to tag types that display text or have an interactive input area.

Text appearance

PropertyTypeDefaultDescriptionSupported tag types
fontFamilyStringSystem defaultThe typeface used to render text inside the tag. Select from the available font options in the properties panel.Text, Number, Date, Dropdown, Auto-fill (Name, Email, Date, Title, Company), Formula
fontSizeNumber12Font size in points. Available sizes: 8, 9, 10, 11, 12, 14, 16, 18, 20, 24, 28, 36, 48, 72.Text, Number, Date, Dropdown, Auto-fill, Formula
fontColorString (hex)#000000Color of the text rendered inside the tag. Enter a hex color value or use the color picker.Text, Number, Date, Dropdown, Auto-fill, Formula
boldBooleanfalseRenders text in bold weight.Text, Number, Date, Dropdown, Auto-fill, Formula
italicBooleanfalseRenders text in italic style.Text, Number, Date, Dropdown, Auto-fill, Formula
underlineBooleanfalseRenders text with an underline.Text, Number, Date, Dropdown, Auto-fill, Formula

Alignment

PropertyTypeDefaultDescriptionSupported tag types
textAlignleft | center | rightleftHorizontal alignment of text within the tag bounding box.Text, Number, Date, Dropdown, Auto-fill, Formula
verticalAligntop | middle | bottommiddleVertical alignment of text within the tag bounding box.Text, Number, Date, Dropdown, Auto-fill, Formula

Tag appearance

PropertyTypeDefaultDescriptionSupported tag types
backgroundColorString (hex)TransparentFill color of the tag area. Use this to visually group related tags or highlight important inputs.Text, Number, Date, Checkbox, Dropdown
borderColorString (hex)Theme defaultColor of the tag border.Text, Number, Date, Checkbox, Dropdown

Advanced properties

Advanced properties control visibility, shared behavior, template-level restrictions, and form-fill mode organization.

Visibility

PropertyTypeDefaultDescriptionSupported tag types
visibilityScopeALL_RECIPIENTS | ONLY_ASSIGNED_RECIPIENT | SENDER_ONLYALL_RECIPIENTSControls which parties can see this tag. See the table below for how each value behaves.All tag types
concealValueOnDocumentBooleanfalseHides the entered value on the final signed document. The value is captured and stored, but appears masked in the downloaded PDF. Use this for sensitive data such as tax identification numbers or passwords.Text, Number

Visibility scope values:

ValueWho sees the tag
ALL_RECIPIENTSEvery recipient in the agreement sees the tag and its value. This is the default.
ONLY_ASSIGNED_RECIPIENTOnly the recipient assigned to this tag sees it. Other recipients viewing the document do not see this tag at all.
SENDER_ONLYOnly the sender sees the tag during preparation. The tag does not appear during any recipient's signing step. Use this for internal notes or sender-filled data not intended for recipients.

Shared tags

PropertyTypeDefaultDescriptionSupported tag types
sharedBooleanfalseWhen enabled, the tag is shared across recipients. Any recipient who fills in this tag populates it for all other recipients. Useful for information that any party in the agreement can provide.Text, Number, Date
requireInitialOnSharedChangeBooleanfalseWhen enabled alongside shared, any recipient who modifies a value already entered by another recipient must also provide their initials to confirm the change.Text, Number, Date

Template-level control

PropertyTypeDefaultDescriptionSupported tag types
templateLockedBooleanfalseWhen enabled, the tag's position and size cannot be moved or resized by a sender who is preparing an agreement from this template. The tag is locked in place as defined in the template.All tag types
templateRequiredBooleanfalseWhen enabled, the tag cannot be removed from an agreement based on this template. Senders can still configure other properties but cannot delete the tag.All tag types

Form-fill mode

Form-fill mode presents a structured form to the recipient before they sign. These properties control how tags appear in that form step.

PropertyTypeDefaultDescriptionSupported tag types
formLabelStringSame as labelThe label shown next to this tag in the form-fill step. Set this when you want a different, more descriptive label in the form than the data key used internally.Text, Number, Date, Dropdown, Checkbox, Radio
formGroupStringGroups related tags into a named section in the form-fill step. Tags with the same formGroup value are displayed together under that section heading. For example, "Borrower Information" or "Property Details".Text, Number, Date, Dropdown, Checkbox, Radio
formOrderIntegerControls the display order of tags within their formGroup. Tags with lower numbers appear first. Tags without a formOrder value appear after ordered tags, in the order they were added.Text, Number, Date, Dropdown, Checkbox, Radio

Data labels

The label property serves a dual purpose: it is used as a data key for API and merge-field integrations, and it drives auto-population between tags.

Auto-population rule: When two or more tags on the same document share the same label value, filling in one automatically populates the others with the same value. This works in real time during signing — the recipient types in one tag and all matching tags update immediately.

When to use auto-population

Use this when the same piece of information needs to appear in multiple locations. Common examples:

ScenarioLabel to share
Recipient name appears in the signature block and at the top of a cover pagefull_name
Company name appears in the header and in a liability clausecompany
Effective date appears at the start of the agreement and in a termination clauseeffective_date
Loan amount appears in the summary table and in a repayment scheduleloan_amount

Data key format

Choose label values that are descriptive and consistent across your templates. Recommended formatting:

  • Use lowercase letters and underscores: effective_date, loan_amount, borrower_name
  • Avoid spaces and special characters
  • Use names that make sense to an integration consuming the data via API

Auto-population and read-only tags

You can combine auto-population with isReadOnly to create display-only copies of a value. Set the same label on both an interactive tag and a read-only tag. When the recipient fills the interactive tag, the read-only tag reflects the same value without requiring input.


Property support by tag type

The table below summarizes which property categories apply to each tag type.

Tag typeBasicFormattingVisibilitySharedTemplate controlForm-fill
SignaturePartial*NoYesNoYesNo
InitialPartial*NoYesNoYesNo
TextYesYesYesYesYesYes
NumberYesYesYesYesYesYes
DateYesYesYesYesYesYes
CheckboxYesPartial**YesNoYesYes
RadioYesPartial**YesNoYesYes
DropdownYesYesYesNoYesYes
AttachmentYesNoYesNoYesNo
Auto-fill: NameNo***YesYesNoYesNo
Auto-fill: EmailNo***YesYesNoYesNo
Auto-fill: Date SignedNo***YesYesNoYesNo
Auto-fill: TitleNo***YesYesNoYesNo
Auto-fill: CompanyNo***YesYesNoYesNo
FormulaNo***YesYesNoYesNo

* Signature and initial tags support isRequired, tooltip, and label. They do not support isReadOnly, placeholder, or text formatting.

** Checkbox and radio tags support backgroundColor and borderColor but not font properties.

*** Auto-fill and formula tags are read-only by nature and do not expose isRequired, isReadOnly, or placeholder. You can set a tooltip and label for identification purposes.