An e-signature merge tag is used to identify the locations where signer(s) need to sign within a merge document.
At least one e-signature merge tag must exist inside the document that is uploaded and the supported file types are:
Rich Text format (*.RTF),
Microsoft Word 2003 and earlier (*.DOC),
Microsoft Word 2007 and later (*.DOCX),
Microsoft Excel 2003 and earlier (*.XLS), and
Microsoft Excel 2007 and later (*.XLSX).
The merge tag prefix differs by file type.
*.RTF format | *.DOC,*.DOCX formats | *.DOC,*.DOCX, *.XLS,*. XLSX formats |
&EQ_ESIGNATURE_ | EQ_ESIGNATURE_ | EQ_ESIGNATURE_ |
|
EQ_ESIG_COMP_CHECKBOX_
|
|
| EQ_ESIG_COMP_TEXT_ |
|
| EQ_ESIG_COMP_NUMBER_ |
|
| EQ_ESIG_COMP_DATE_ |
|
| EQ_ESIG_COMP_INITIAL_ |
|
| EQ_ESIG_COMP_TIMESTAMP_ |
|
Note that the RTF e-signature merge tags require the '&' (ampersand) character prefix. This format will not be accepted for the other supported formats.
'EQ_ESIG_COMP_INITIAL_' and 'EQ_ESIGNATURE_' will be required, all the rest are optional.
An e-signature merge tag must comply with the following:
Rules | Not Allowed |
Have text after the prefix's last underscore; spaces are not allowed |
EQ_ESIGNATURE EMPLOYEE
|
Use only alphanumeric characters (0-9, a-Z) and/or an underscore in the signature tag. | EQ_ESIGNATURE_SIGNER#1 |
Must not exceed 50 characters | EQ_ESIGNATURE_HR_RELOCATION_COORDINATOR_SOUTH_AMERICA |
Are fully unique, so that no signature tag can be found within another tag if matched using "starts with" comparison |
EQ_ESIGNATURE_EMPLOYEE and EQ_ESIGNATURE_EMPLOYEESPOUSE
"EQ_ESIGNATURE_EMPLOYEE" is found within "EQ_ESIGNATURE_EMPLOYEESPOUSE"
|
An error will display if the merge tag does not comply with the above rules and the merge document record will be set to Inactive to prevent it from being used in later processes.
When uploading the document that contains the corrected merge tags, be sure to set the Merge Document record to Active and [Save].