Using Text Tags in CRM

In fact, three types of Text Tags can be used for this purpose:

• Positioning Fields via PDF Form Fields

• Positioning Fields at Static Positions

• Positioning Fields via Text Anchors

Before creating any of the above Text-Tag types, ensure that each Signer Label has at least one Text Tag of type Signature (Full Name, Initials, Capture, or Mobile Capture). If a Signer Label doesn’t have any Text Tags, the OneSpan Sign transaction created with that label could be corrupted.

When a Text Tag inserts an object in a document, that object overwrites and thus obscures any preexisting content in that place.

Positioning Fields via PDF Form Fields

The following procedure illustrates how to use the PDF Form Field Text Tag to insert OneSpan Sign fields in multiple documents for multiple signers.

The PDF Form Fields must already have fixed positions in the relevant PDF (OneSpan Sign fields will be placed in those PDF Form Fields).

To use PDF Form Fields to insert a OneSpan Sign field in multiple documents for multiple signers:

1. Verify that the relevant PDF document has at least one PDF Form Field.

2. Create a new Convention, and save it .

3. In the Signer Label section of Convention Details, click +.

4. In the New OneSpan Sign Signer Label page, provide a Signer Label name.

5. Click Save.

6. Click the active name to create a Text Tag in the Signer Label.

   

7. In the Text Tag section, select PDF Form Field from the drop-down list.

8. If needed, modify the Text Tag name, and complete the Form Field Name.

   

9. In the Text Tag Details section, select the Output Field type from the drop-down list (e.g., signature, auto-fill signed date, input text field).

10. Click Save.

    

11. Create a new OneSpan Sign transaction.

12. In the Convention section of Advanced Options, click Lookup and choose the previously created Convention .

13. Add documents and signers to the transaction.

14. Double-click each signer, and assign a Signer Label to each signer from the Lookup option.

    If at this step you choose a Signer Label created above, the field created above will appear for that signer.

15. Click Prepare to open the Designer. Verify that the signature and signing date defined above have been properly inserted at the positions of the pre-existing PDF Form Fields. You can then close the Designer, and click Send to send the transaction.

Positioning Fields at Static Positions

The following procedure illustrates how to use the Static Position Text Tag to insert OneSpan Sign fields at static positions (fixed X-Y coordinates) in multiple documents for multiple signers.

To insert a OneSpan Sign field at a static position in multiple documents for multiple signers:

1. Create a new Convention, and save it.

2. In the Signer Label section of Convention Details, click +.

3. In the New OneSpan Sign Signer Label page, provide a Signer Label name.

4. Click Save.

5. Click the active name to create a Text Tag in the Signer Label.

6. In the Text Tag section, select Static Position from the drop-down list, and give the Text Tag a name.

7. Type values for the Text Tag's Top Offset and Left Offset.

   This step specifies the field's fixed position on a page. The next step specifies the page on which the OneSpan Sign field will appear.

8. Specify the Page number on which the Text Tag should appear.  

   Pages are counted sequentially from the first to the last document in the transaction.

9. Specify the Width and Height of the OneSpan Sign field to be created.

10. In the Text Tag Details section, select the Output Field type from the drop-down list (e.g., signature, auto-fill signed date, input text field).

11. Click Save.

12. Create a new OneSpan Sign transaction.

13. In the Convention section of Advanced Options, click Lookup and choose the previously created Convention.

14. Add documents and signers to the transaction.

15. Double-click each signer, and assign a Signer Label to each signer from the Lookup option.

    If at this step you choose the Signer Label created above, the field created above will appear for that signer.

16. Click Prepare to see the Designer. Verify that the field defined in the Convention has been inserted properly in each document for each relevant signer. After you're satisfied with the results, you can close the Designer, and then click Send to send the transaction.

    

Positioning Fields via Text Anchors

The following procedure illustrates how to use the Text Anchor Text Tag to insert OneSpan Sign fields in multiple documents for multiple signers.

Fields will be inserted at the positions of the Text Anchors.

Text Anchors are available for both Microsoft Word documents and PDF documents.

To use Text Anchors to insert a OneSpan Sign field in multiple documents for two signers:

1. Create a new Convention, and save it.

2. In the Signer Label section of Convention Details, click +.

3. In the New OneSpan Sign Signer Label page, provide a Signer Label name.

4. Click Save.

5. Click the active name to create a Text Tag in the Signer Label.

6. In the Text Tag section, select Text Anchor from the drop-down list, and give the Text Tag a name.

7. In the Text Anchor Details section, complete the Text field with the exact string to be searched for in the uploaded documents.

   If the exact text string cannot be found in an uploaded document, OneSpan Sign will trigger an error and then delete the document from the transaction.

8. Add the Character Index within the Text Anchor. It will be used to calculate the position of the field.

9. Add the Occurrence of the search string. For example, a value of 2 will skip the first two occurrences of the anchor text, and use the third occurrence to calculate the position.

10. In the Position section, specify a Top Offset and Left Offset for the field's position relative to the relevant anchor text . Each offset can be positive, negative, or zero.

11. In the Field Dimension section, specify the Width and Height of the desired OneSpan Sign field.

12. In the Text Tag Details section, select the Output Field type from the drop-down list (e.g., signature, auto-fill signed date, input text field).

    

13. Click Save.

14. Repeat Steps 3-13 for the second signer. The following image illustrates how the resultant Signature Blocks may appear at the end of this procedure.

    

15. Create another Text Anchor for the signing date, with the Text Anchor being the first occurrence of DATE.

16. Create a Signer Label for the second signer, and within it create two Text Tags. The first is for the signature, using WITNESS SIGNATURE as the anchor text. The second is for the signing date, using the second occurrence of DATE.

17. Create a new OneSpan Sign transaction.

18. In the Convention section of Advanced Options, click Lookup and choose the previously created Convention.

19. Add documents and signers to the transaction.

20. Double-click each signer, and assign a Signer Label to each signer from the Lookup option.

    If at this step you choose the Signer Label created above, the field created above will appear for that signer.

21. Click Prepare to open the Designer. Verify that the Signature Blocks and signing dates defined above have been properly inserted. You can then close the Designer, and click Send to send the transaction.