How to Add Dynamic Fields, Custom Fields, and Signature Fields to your Digital Doc

How to Add Dynamic Fields, Custom Fields, and Signature Fields to your Digital Doc

Idea
Overview

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 Maximise Package subscribers. Unlock the full potential of your SMS with the Maximise Package. To upgrade your plan and access this feature, please contact support@eskilled.com.au.

WarningIMPORTANT: 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. 


Notes
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

If Type = Standard
  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

If Type = Signature
  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
    2. Signatures 



  2. 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


Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.


    • Related Articles

    • How to Set up Training Plans and Letter of Offers for Digital Signature

      Overview This tutorial will show you how to set documents for various parties sign documents digitally. This tutorial will apply for digital signature of Letters of Offer and Training Plans. The ability to digitally sign documents ensures that the ...

    • How to Use Custom Fields

      OVERVIEW Custom fields allow you to capture specific information in your SMS that may not be included in the pre-defined forms. Using custom fields enable you to gather and store information that is unique to your organisation’s needs, allowing you ...

    • How to Create a Digital Document

      Overview 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 ...

    • How to Publish for Signing, Email, or Download Digital Documents for Companies

      Overview Digital Docs works like a typical word processors used for creating, editing, formatting and printing text documents. Once created, Digital Docs has the capability to send the documents directly to the selected entity via email, publish it ...

    • How to Publish for Signing, Email, or Download Digital Documents for Students

      Overview Digital Docs works like a typical word processors used for creating, editing, formatting and printing text documents. Once created, Digital Docs has the capability to send the documents directly to the selected entity via email, publish it ...