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How to use Merge Fields with RightSignature Templates

October 17, 2024

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Merge Fields give document senders the ability to pre-fill each copy of a Template with custom text before the document is sent.

Merge Fields are available when creating or editing a Template. To create a Merge Field, use the Document Overlay tools when preparing a document.

Login to RightSignature account.
Click on Templates tab.
Click Create Template or click Details on an existing Template (then click Edit > Prepare Document > Next: Place Fields).
Place a Text Field, Date Field or Checkbox to the desired location in the document.
Once you place the field on the document, double-click on the object box.
Check the Merge Field box.
You will be prompted to Name Merge Field (i.e. Text Field 1). This will be the name of the field that the sender will be prompted to fill each time a copy of the Template is sent.
When preparing a copy of the Template to send, the sender is able to enter custom information into each Merge Field.

Note:

The merge data is locked once the document is sent and cannot be edited by other parties.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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How to use Merge Fields with RightSignature Templates

October 17, 2024

Contributed by:

October 17, 2024

Contributed by:

How to use Merge Fields with RightSignature Templates

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