Digital Docs works like a typical word processors used for creating, editing, formatting and printing text documents. Once created, SMS has the capability to send the digital documents directly to the selected entity via email, publish it for signature or be exported as a PDF. In this tutorial, we will show you how to add fields to your digital doc. When creating a document on the Digital Docs page, the options add Dynamic Tags, Custom Fields, and Signatures can be added depending on the Document Type. 

NOTE: This exclusive feature is only available for Performance Package subscribers. Unlock the full potential of your SMS with the Performance Package. To upgrade your plan and access this feature, please contact our Support team.

IMPORTANT: Before proceeding with this tutorial, make sure that you have finished the tutorial on How to Create a Digital Document?

Dynamic tags and Signatures are filtered depending on the entity set on the document wherein it only displays the tags related to companies if the set entity is companies and vice versa. 

Custom Fields are shown only when the entity is set to "Enrolment." These fields are defined in Administration > Templates > Custom Fields > Custom Fields. In Digital Docs, these fields are displayed when the Internal Reference ID is set, and the said ID is shown instead of the actual field name. 

Step Tutorial 

1. Log in to your SMS Admin account and click on Templates.
2. Go to the Digital Docs Tab.
   
3. Select your target Entity for this Digital Doc.
   
4. Select the Type of your Digital Doc.
   
5. Click on the Fields Ribbon.
   
6. Select from the available fields under Dynamic Field, Custom Field, or Signature Fields.

For steps 1 to 6, refer to the image below:

Different displays of Dynamic Tags, Custom Fields, & Signatures depending on Entity and Type

1. Entity = Enrolment – Contains Dynamic Tags related to enrolment and Custom Fields from the Templates page > Custom Fields
   
1. Dynamic Tags
   
2. 
   
   
   
   Custom Fields
   
   
   
   
   


2. Entity = Company – Only contains Dynamic Tags as these are the only fields related to it.
   
1. Dynamic Tags
   
   

1. Entity = Enrolment - Contains Dynamic Tags related to enrolment, Custom Fields from the Templates page > Custom Fields, and the signature fields related to the enrolment entity.
   

1. Signatures 
   
   
   
   
1. Entity = Company - Contains Dynamic Tags related to enrolment and the signature fields related to the enrolment entity, unlike the enrolment entity this does not contain Custom Fields.
   
1. Signature
   
   

For detailed information on the different signature fields, please refer to the tables below.

Enrolment Entity

Company Entity