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Overview

Custom template tags are a powerful feature that allow you to add your organization’s custom fields to your documents as tags.

Custom tag syntax

Unlike standard template tags, which are enclosed in double braces {{tag}}, custom template tags are enclosed in triple braces {{{tag}}}.
{{{signer_1:customtag}}}

Creating custom tags

You can create custom tags in your iinked Sign account by navigating to the Custom Fields section in the settings menu.
  1. Go to your iinked Sign settings page.
  2. Select Custom Fields from the left panel.
  3. Click on New Custom Field and fill in the required details.
    • Set Access to Organization.
    • Set Auto Field to Custom Tag.
    • Set Custom Tag Name to a unique tag name.
    • Optionally, configure other settings such as validation, default value, or size.
  4. Save the custom field.
  5. Copy the custom tag you created (e.g., {{{s_1:customtag}}}) and insert it into your document where you want the custom field to appear.
Use the Custom Tag Preview feature in the Custom Fields editor to copy your custom tag accurately.
Custom tag names must be unique within your organization to avoid conflicts. The name should be alphanumeric and not contain spaces or any special characters including dashes or underscores.

Examples

Custom text field

To create a custom text field for signer 1 with the custom tag name mytext, use the following syntax:
{{{s_1:mytext}}}

Custom radio field

To create a custom radio button field for signer 1 with the custom tag name myradio, use the following syntax:
{{{s_1:myradio.1}}} Option 1
{{{s_1:myradio.2}}} Option 2
{{{s_1:myradio.3}}} Option 3

Custom checkbox field

To create a custom checkbox field for signer 1 with the custom tag name mycheckbox, use the following syntax:
{{{s_1:mycheckbox.1}}} I agree to the terms and conditions.