Sender Inputs

You may also manually enter bracket-enclosed names of parameters or JotBlocks that exist for specific templates when configuring the email designs, DocumentTRAK designs, or Fixed JotBlocks. This may be data passed in using the DocumentNOW services (parameters) or text data entered by a signer in a JotBlock field. You must consider where merge fields are used - as some merge fields, such as the document completion date ( [Document Completion Date] ), are not available until a document is completed and cannot be used effectively earlier in the signing process. In the context of email or DocumentTRAK designs, consider naming your designs appropriately so that later assignment in a specific template will be done without confusion.

You will need to know the exact name of the parameter or JotBlock in the template where this merge field will be used. For example:

You create a template to be signed by a prospective customer. The customer is going to enter their contact phone number at the time of signing. The name of the JotBlock would be “Customer Phone Number”. You add this Jotblock to the template using the template creation interface. The email design is to be sent on document completion, and the JotBlock is required to be filled in by the customer. Therefore, considering that this email design will always be used for that specific template, you use the merge field.