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Tag Properties

After you place a tag on a document, you can configure how it behaves during signing. Properties are set in the panel on the right side of the template editor when you have a tag selected.

Required vs. Optional​

Every tag can be marked Required or Optional.

  • Required, the recipient must fill in or interact with this tag before they can complete their signing step. A visual indicator shows them which tags still need attention.
  • Optional, the recipient can skip this tag and still finish signing.

Use required for anything the agreement legally or practically depends on. Use optional for supplementary information that's helpful but not essential.

Placeholder Text​

Placeholder text appears inside a tag before the recipient starts typing. It disappears as soon as they begin entering a value. Use it to show the expected format or give an example.

Available on: Text, Number, Date fields.

Tooltip​

A tooltip is help text that appears when the recipient hovers over or focuses on a tag. Use it for longer guidance that wouldn't fit as a placeholder, for example, explaining what a specific field means or what format to use.

Available on all tag types.

Read-Only Tags​

A read-only tag shows a pre-filled value that the recipient can see but can't change. To use it, enter the value yourself before sending the agreement. The recipient sees it in place but cannot edit it.

This is useful for displaying fixed information, like a contract reference number or a pre-agreed rate, without asking the recipient to type it themselves.

Available on: Text, Number, Date, Dropdown.

Auto-Population (Shared Labels)​

If the same piece of information needs to appear in multiple places on the document, you can link those tags together using the Label field. Labels are also how Formula tags reference number fields in calculations. When two or more tags share the same label, filling in one automatically updates all the others with the same value.

For example: if the recipient's company name should appear in the header, a liability clause, and the signature block, set the same label on all three text tags. The recipient types it once and all three fill in automatically.

Common uses:

  • Recipient name appearing in multiple places
  • Company name in the header and in a clause
  • An effective date referenced several times throughout the agreement

Visibility​

By default, every recipient can see every tag on the document. You can change this for specific tags:

  • All recipients (default), everyone in the agreement sees the tag and its value.
  • Assigned recipient only, only the person this tag is assigned to can see it. Other recipients viewing the document won't see it at all.
  • Sender only, the tag is only visible during preparation. Recipients don't see it during signing. Use this for internal notes or sender-filled data not intended for recipients.

You can also enable Conceal value on document to hide a sensitive value in the final signed PDF, the value is captured and stored, but appears masked when the document is downloaded. Use this for things like tax ID numbers.

Template-Level Controls​

When building templates, you can lock down specific tags so they can't be changed when someone sends an agreement from the template:

  • Locked position, the tag can't be moved or resized when preparing an agreement from this template.
  • Cannot be deleted, the tag must stay in the agreement; senders can configure other properties but can't remove it.

These are useful for compliance-required fields that must appear in a fixed location on every agreement.