Manage Template Tagging

This topic will walk you through how to manage template tagging. This includes inserting tags, creating new property tags, and creating new condition tags.

Note: Workflow Designer must be enabled by your Customer Success Manager (CSM). To learn more about Workflow Designer pricing and support packages, contact your CSM or email requests@ironcladapp.com.

Tagging enables you to select areas of the template text that you want Ironclad to replace with a tag, such as the agreement date and the parties' names. When a party fills out the launch form, the information they provide will replace the corresponding tags.

Insert a Tag

Note: Don’t forget to add signature properties to your templates! Your eSignature provider will recognize these tags automatically without you or someone on your team needing to prepare the document manually each time the workflow is used.

1. Click the Workflow Designer tab.
2. Select the workflow you want to edit.
3. If not already selected, select Tag to enter tagging mode.
4. Click and drag to highlight the section of text you want to tag. A list of tags displays.
5. You can choose an existing property or condition, or you can create a new property or condition tag. The tag replaces your template text. 

Create a property Tag

1. Click and drag to highlight the section of text you want to tag. A list of tags displays.
2. Enter a descriptive name. Click Add property ‘’. The New property window displays on the left side of Workflow Designer.
3. If you have not done so already, enter a descriptive name.
4. Select the property Type. Refer to the table below to understand how each property type displays on your launch form.

   property Type	Definition
   Text	Displays as a fillable text box.
   Yes/No	Displays as a yes or no question.
   Email	Requests a specified email.
   Address	Requests a specified address
   Number	Displays a fillable text box for numerical values.
   Monetary Amount	Displays a fillable text box for monetary values.
   Date	Displays a fillable text box. If you click on the property, a calendar will display.
   File	Allows your users to upload files.
   Related Record	Allows users to insert a link to a related record.
   Duration	Displays as a Duration that can be specified in terms of years, months, weeks and days.

5. If you want to build a calculation into your property, add a formula.
6. If you want the property to be searchable metadata once the contract is archived, enable Record Storage. Enter a name for how you would like the property to be referred to in the metadata.
7. Click Save. You can view or edit your property at any time using the propertys and Conditions panel displayed on the left side of Workflow Designer.

Format a property Tag 

Update the format of a property tag to change how the value of the property is displayed in your workflow. Signer tags in template documents and metadata tags cannot be formatted. 

To format a property, click on any property tag (except form questions), and click Format. Refer to the table below for the format options for different property types. 

property Type	Format Preview
Text
Boolean
Email
Address
Number
Monetary Amount
Date

Create a Condition Tag

1. Click and drag to highlight the section of text you want to tag. A list of tags displays.
2. Enter a descriptive name. Click Add property. The New property window displays on the left side of Workflow Designer.
3. If you have not done so already, enter a descriptive name.
4. If you want to add additional conditions, click Add a Rule. You can combine multiple AND conditions or OR conditions. You cannot mix AND and OR conditions.
5. Click Save. You can view or edit your property at any time using the propertys and Conditions panel displayed on the left side of Workflow Designer.