Manage Template Tagging

This topic will walk you through how to manage template tagging. This includes inserting tags, creating new field 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 fields 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 field or condition, or you can create a new field or condition tag. The tag replaces your template text. 

Create a Field 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 Field ‘’. The New Field window displays on the left side of Workflow Designer.
3. If you have not done so already, enter a descriptive name.
4. Select the field Type. Refer to the table below to understand how each field type displays on your launch form.

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

Format a Field Tag 

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

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

Field 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 Field ‘’. The New Field 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 field at any time using the Fields and Conditions panel displayed on the left side of Workflow Designer.