Elevate Your Egnyte Expertise. Join our Customer Community to connect with a network of peers and share game-changing strategies. Join Today

Welcome to
Help Desk

Product Updates
Training
Support
Ideas Community Contact Support

Autoplace Fields with Structured Inline Tags

Egnyte Sign supports Structured Inline Tags — short codes users can embed directly in a document before uploading it to Egnyte. When the document is opened for signing, Egnyte Sign automatically detects these tags and converts them into signature fields at the exact positions where the tags appear. This eliminates the need to manually drag and place fields during the signature request workflow.

Inline tags are well-suited for teams that generate documents programmatically (for example, from templates or document generation tools) and want signature fields to appear consistently in the right place every time.

Structured inline tags are not supported for 21 CFR Part 11 (GxP) signature workflows. For Part 11-compliant signature requests, fields must be placed manually.

Key Capabilities

  • Automatically place signature, initials, date, text, name, title, and company fields
  • Assign each field to a specific recipient by number
  • Mark fields as required or optional
  • Customize labels, text styles, date formats, and name formats per field
  • Combine inline tags with the Egnyte Sign Public API to automate end-to-end signature workflows

Tag Syntax

Each inline tag follows this format:

{{es:fieldType:recipientNumber|param:value|param:value}}

Component

Description

es Required prefix identifying this as an Egnyte Sign tag
fieldType The type of field to place (see Field Types below)
recipientNumber Which recipient the field belongs to (e.g., 1 for the first signer)
param:value Optional parameters to configure the field (see Parameters below)

Example:

This places a signature field for recipient 1 at the tag's location.

{{es:s:1}}

Spaces within a tag — between the components or around the separators — will invalidate it. Only trailing spaces before the closing }} are valid, as they control field width. For example, {{ es:s:1 }} will not be recognised, but {{es:s:1 }} is valid.

Abbreviation Field Type Description Example Tag
s Signature Captures a drawn or typed signature {{es:s:1}}
i Initials Captures initials {{es:i:2}}
d Date Auto-fills the signing date {{es:d:1}}
t Text Free-form text input {{es:t:1}}
n Name Auto-fills the signer's full name {{es:n:1}}
tl Title Auto-fills the signer's title {{es:tl:1}}
c Company Auto-fills the signer's company name {{es:c:1}}

Parameters

Parameters are appended after the recipient number using a pipe (|) separator. Multiple parameters can be chained together.

Abbreviation Parameter Applicable Fields Description
r Required All field types Whether the field must be completed. Values: t (true), f (false). Default: t
lbl Label All field types A label displayed above the field (e.g., lbl:JobTitle)
sty Style t (text) only Text weight. Values: l (light), r (regular), b (bold), i (italic)
nf Name format n (name) only How the name is displayed. Values: f (full name), fn (first name), ln (last name). Default: f
df Date format d (date) only How the date is displayed. Values: mmddyyyy, ddmmyyyy, yyyymmdd. Default: mmddyyyy

 

- The r (required) parameter defaults to t (true) if omitted. 
- The lbl value is a free-text string. Avoid special characters and spaces. 

Field Sizing

The size of each auto-placed field is determined by the tag text itself — no separate configuration is needed.

Width 

Field width is controlled by the number of trailing spaces added before the closing }}. The more spaces you add, the wider the field will be.

{{es:t:1|lbl:FullName               }}   ← wider field
{{es:s:1}}                               ← narrower field

Height (Signature and Initials Fields)

Field height is determined by the size of the terminal curly brackets ({{ and }}) of the tag. A larger font size for the tag text produces taller brackets and therefore a taller field. Egnyte Sign applies a minimum and maximum height limit — if the bracket size falls below the minimum or exceeds the maximum supported size, the field height will be capped at the respective limit.

Height sizing based on terminal brackets applies to signature (s) and initials (i) fields. Non-signature fields such as text, date, name, title, and company follow a different sizing approach. 

Making Tags Invisible — Tags should be formatted with a white font color (or a color matching the document background) so they are not visible to signers. The fields will still be placed correctly at the tag's location.

If a user needs a narrow field but the tag text itself is long, reduce the font size of the tag to keep the field width compact while maintaining the desired height independently.

Examples

Basic Signature and Date Fields for One Recipient

Places a signature field and a date field for recipient 1.

{{es:s:1}}
{{es:d:1}}

Two Recipients Signing Sequentially

{{es:s:1}}   ← Recipient 1's signature
{{es:d:1}}   ← Recipient 1's date

{{es:s:2}}   ← Recipient 2's signature
{{es:i:2}}   ← Recipient 2's initials

Text Field with a Label and Bold Style

Adds a bold text field labeled "JobTitle" for recipient 1.

{{es:t:1|lbl:JobTitle|sty:b}}

Date Field with a Custom Format

Displays the signing date in DD/MM/YYYY format

{{es:d:1|df:ddmmyyyy}}

Name Field Showing First Name Only

Auto-fills only the first name of recipient 1.

{{es:n:1|nf:fn}}

Optional Text Field

An optional comments text field for recipient 2.

{{es:t:2|r:f|lbl:Comments}}

Full Example — Contract with Two Signers

Client Name:      {{es:n:1|nf:f}}
Client Company:   {{es:c:1}}
Client Title:     {{es:tl:1}}
Client Signature: {{es:s:1}}
Date:             {{es:d:1|df:mmddyyyy}}

Witness Initials: {{es:i:2}}
Witness Signature:{{es:s:2}}
Date:             {{es:d:2|df:mmddyyyy}}

Limitations

Item

Detail

Supported file types Tags are detected in PDF, DOCX, DOC, PPTX, PPT, XLSX, XLS, RTF, and image files supported by Egnyte Sign
Tag detection Tags must appear as plain text in the document. Tags inside images, headers/footers, or text boxes may not be detected
Recipient numbering Recipient numbers must be consecutive starting from 1. Gaps (for example; :1, :3 with no :2) will result in field assignment errors
Apply Template When a template is applied to a document using Apply Template, the template's fields are applied as-is (including both auto-placed and manually placed fields). The document's own inline tags are not processed, and tag scanning is disabled for any subsequent documents added to the envelope
Rotated pages Tags on rotated pages will not be detected or applied. Ensure pages are in standard orientation before embedding tags
Field size limits Egnyte Sign applies a minimum and maximum size for all fields. If the tag sizing results in a field smaller than the minimum or larger than the maximum supported size, it will be capped at the respective limit
Manual field placement If no inline tags are present, fields can still be placed manually during the signature request workflow
Maximum recipients Up to 20 recipients (signers + CC) per signature request
21 CFR Part 11 (GxP) domains Inline tags are not supported in Part 11 signature workflows. Fields must be placed manually

Related Articles

Was this article helpful?
0 out of 0 found this helpful

For technical assistance, please contact us.