RDB ProNet: Create Smart Tag document template in RDB ProNet

Login to RDB ProNet

Use your RDB ProNet account to login.

In Template dialog, you can create a new template or edit a existing one.

1. Select a Template Type in left list.
2. Click New Template button.
3. In New Template dialog, name the template.
4. Click Save And Close to continue.

In the template editor for the new template, click Insert Smart Tag in toolbar.

Insert Smart Tag tool will come up. Usually there’re 3 steps to create Smart Tag:

1. Select one of Smart Tag types: Text, Checkbox, Date or Signature.
2. Setup options for selected Smart Tag.
3. Click Insert Smart Tag button to add Smart Tag in editor.

This tool will remain “on top” until you have finished. You can edit the template without closing this tool.

A Text Field Smart Tag is a placeholder where will be replace by a text field to let invitee enter some text in it when signing

1. Click where you want to put the Text Field Smart Tag in editor.
2. Select Single Line Free Text Field Smart Tag or Multi Line Free Text Field Smart Tag
3. Setup options for Text Field Smart Tag:
   • Required: Required or Optional (If required then the field needs to be filled by the invitee)
   • Width: Width of text box (can be any value, 120 is default, dimensions are in pixels)
   • Height: Height of text box (can be any value, 20 is default, dimensions are in pixels)
4. Click Insert Smart Tag button

A Checkbox Field Smart Tag is a placeholder where will be replace by a checkbox to let invitee select something when signing.

1. Click where you want to put the Text Field Smart Tag in editor.
2. Select Checkbox Field Smart Tag
3. Click Insert Smart Tag button

A Date Field Smart Tag is a placeholder where will be replace by a date picker to let invitee select a date when signing

1. Click where you want to put the Date Field Smart Tag in editor.
2. Select Date Field Smart Tag
3. Setup options for Date Field Smart Tag:
   • Required: Required or Optional (If required then the field needs to be filled by the invitee)
4. Click Insert Smart Tag button

A Signature Smart Tag is a placeholder where to be replaced by a signature after signed.

1. Click where you want to put the Signature Smart Tag in editor.
2. Select Signature Smart Tag
3. Setup options for Signature Smart Tag:
   • Email, First Name and Last Name: Required. Invitee details.
   • Mobile (Country code and mobile number): Enter Invitee Mobile number includes country code for send SMS Code to access document and signing process.
   • Signature Type: Sign with full or initials.
   • Notification: Send an email notification after the invitee has finished signing.
   • Signing Order: if all signatures have the same order then the signing process is non-sequential. Each signatory should have the same number order, Sign1 for example.
4. Click Insert Smart Tag button

Edit Signer Order

If there’re 2 or more signers in document and you want them to sign one by one, then:

1. Click Edit Signer Order in Signature Smart Tag options.
2. In Edit Signer Order dialog, tick.
3. Select an invitee in list.
4. Click Up or Down button in the right to change order.
5. Click OK to continue.

Select a Smart Tag in editor, double click it to show Insert Smart Tag tool. The tool will be set to edit that Smart Tag only.

After editing, Click Save to save changes.

Click Remove to remove the Smart Tag.

Save the template after finished editing.

Take an example of applicant to see how to merge Smart Tag Template

1. Open an Applicant editor.
2. Open Stored Documents for the applicant.
3. Click New Template (Merged) to create a document from template.

1. Select the Smart Tag Template.
2. RDB ProNet will prompt you to select a client details to merge into the template.
3. Name the new document and save it.

The document would look like:

Select the new document from RDB ProNet

Set a signing due date / time;

Click Send button to send out the invitation.