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eSignature SOAP API 101Anchor based tagging

Anchor tagging tips and tricks

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The following are tips for effective use of Anchor-based tagging:

  • In order to avoid unintentional conflicts between AnchorTabStrings and the text that naturally exists in documents, establish a codified syntax for AnchorTabStrings that is unlikely to otherwise appear in a document.
  • Develop an extensible and consistent syntax that can be used across multiple document types. i.e. [RecipientIdentifier.TabType.TabQualifier]. Examples of this syntax might include [R1.InitialHere] or [CoSign1.Custom.SSN].
  • Especially for documents that have variable numbers of tabs or signers (ex: optional Co-signers), author the source document to include hidden anchor tabs for all potential signers/permutations. Then, control the tabs that are actually placed by including/excluding the Anchors in the XML request. This approach allows a single document to be used for all use cases instead of maintaining separate documents for each scenario.