Merge fields with signature templates

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

This article outlines the basic steps to merge fields when creating or editing a template. To create a merge ield, use the Document Overlay tools when preparing a document.

  1. From the Citrix RightSignature dashbaord, select Templates in the left menu bar, then select Create Template.

  2. Select Prepare Document.

  3. Select Next: Place Fields to place a Text Field, Date Field or Checkbox to the desired location in the document.

  4. Once you place the field on the document, double-click on the object box.

  5. Once prompted to name the merge field, type in a name for Text Field 1. This is the name of the field that the sender will be prompted to fill each time a copy of the Template is sent.

    Review before sending.

    When preparing a copy of the Template to send, the sender can enter custom information into each Merge Field.

    Note:

    Once the document is sent, the merge data is locked and cannot be edited by other parties.

Merge fields with signature templates