How to use Dropbox Sign text tags in Salesforce

Text tags let you add Dropbox Sign signature fields, and custom fields, directly into the source document. Applying the following syntax to your source file will enable Dropbox Sign to detect the text tags in the document and display them correctly for all signers. Common use cases for text tags are when using a third-party document generation tool, or a product like Salesforce CPQ in which templates are built using HTML and then turned into PDF documents. The Dropbox Sign API scans your documents automatically, so no extra steps are needed to enable text tags when using the Dropbox Sign for Salesforce integration.

Learn how to use text tags

Text tags syntax:

A Dropbox Sign text tag must always be enclosed in brackets [ ] and use a pipe | between sections.
Formatting for a text tag is as follows:

Text tags follow this specific order and format:

1. Type: This section lets you pick the type of field. The types of fields available are:
   • Text
   • Check (checkbox field)
   • Date
   • Initial
   • Signature
   • Text-merge (default text set by the API)
   • Checkbox-merge (default value set by the API)
2. Required: This indicates if it’s required or not.
3. Signer: Indicates which signer in the list of signers needs to complete the field.
4. Label: Sets a label.

5. Unique ID: Sets a unique ID.

Note: The label and unique ID sections are optional.

Learn more about text tags

Create a document with text tags:

• Before uploading your document, add the appropriate text tags positioned where you’d like the fields to populate:
• The physical length of a text tag determines the length of the field.
• Field height cannot be defined with text tags and text tags must be one line
• Hide text tags so they aren’t visible underneath signer fields. To do this, change the text tag color to match the document’s background of the document white (usually white). 
  

Prepare and send a one-time document with text tags:

1. Open the Salesforce record where you want to send a signature request to.
2. Click Use Dropbox Sign to start preparing your signature request.
3. Select One-Time Document.
4. Upload your document with text tags.
5. Configure signer type(s) and recipient(s), along with any actions and options you want.
   
6. Add a title and message for the signature request, and click Prepare Document.
   
7. Review how the text tags have populated in the document. You can edit by adding or removing fields as needed.
8. Complete your preparation and click Continue to send the request.

Additional notes:

• Make sure the signers you define match the text tags in your uploaded document. For example, if you set tags for one signer, prepare your document for that one signer.
  
  
• You can add more signers when using a document with text tags. Remember to manually add signer fields for each additional signer.
  
  
• If you create a document with text tags for two signers but have only one signer created, the fields for the second signer tags will not appear in the final document.