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Text blocks & Add-ins
You will find the following topics in this chapter:
Text blocks (SIG-Tags)
inSign SIG-Tags are specially formatted text that can be placed at the desired positions in the contents of your document. The tag is then automatically converted into a form field by inSign when the document is uploaded.
SIG tags can be added to all documents, including PowerPoint, Word or Excel, for example.
A SIG-Tag looks like this: ##SIG{}
If you insert this text into your Word document, a mandatory signature field will appear at the corresponding position in inSign.
Proceed as follows:
- 1. Insert the text “##SIG{}” (without the quotation marks) into your Word document at the position where a mandatory signature field should be placed.
- 2. Change the text colour of the SIG-Tag to white so that the text is invisible later. You can omit this step for test purposes.
- 3. Save your Word document as a PDF file.
- 4. Upload the PDF to inSign.
- 5. The corresponding signature field now appears in the location of the SIG-Tag.
- Note: If you have installed the Word Add-in, steps 3 and 4 are omitted by clicking the Done button.
If you want to specify the properties of the form field more precisely, you can add the following additional parameters inside the curly brackets:
| Parameter | Description |
|---|---|
| type:'text' | Form field is an input field for free text |
| multiline:’true’ | Additional parameters for multi-line text field |
| type:'image' | Form field is a photo or image |
| type:'checkbox' | Tick box |
| required:true | Form field is mandatory |
| required:false | Form field is optional |
| stampType:$stamptype | Defines whether a company stamp is required. Possible values for $stamptype are “NO_STAMP” : No comany stamp “OPTIONAL_STAMP” : company stamp optional “REQUIRED_STAMP”: company stamp mandatory |
| externRole:'$email' | Assigns the signature field to the e-mail address $email |
| signatureLevel:$level | Defines the signature method, possible values for $level are “SES” : Name input “AESSMS” : Name input+ “AES” : Handwriting “QES” : QES |
| w:'5.4cm' | Width of the form field |
| h:'7.0mm' | Height of the form field |
| x:'-5.6mm' | A negative value moves the field to the left, a positive value to the right. |
| y:'-12.2mm' | A negative value moves the field up, a positve value moves it down. |
If several properties are to be set, they must be separated from each other with a comma.
Examples
- ##SIG{}
Inserts a signature field with standard parameters at the current position. - ##SIG{x:“0mm”,y:“-24mm”,w:“80mm”,h:“16mm”,required:true, signatureLevel:“AES”, externRole:“a.b@c.com”}
Creates a mandatory signature field with a width of 80mm, which is shifted 24mm upwards, sets the signature method to “Handwriting” and assigns the signature field to the e-mail address a.b@c.com.
Hints & Tips
- • Signature fields correspond to the handwritten advanced electronic signature (AES)
- • Size specifications can be provided in mm or cm
- • Parameters are case-sensitive, otherwise the SIG-Tag will not be recognized
- • Values with fractions must be written with a period “.”
- • SIG-Tags can no longer be edited in inSign
- • SIG-Tags can also be used in all other documents such as Excel, PowerPoint, Libre Office, etc.
Microsoft Office Add-ins
Microsoft Word Add-in
If you want to insert form fields (signature fields, text fields, checkboxes etc.) when creating Word documents, you can use the inSign Word Add-in to insert the corresponding fields and create processes.
Install
Please open the required Word document and install the inSign Word Add-in by clicking “Insert” – “Get Add-ins”. Then enter “inSign” into the search field and click in the field “inSign for Word” the “Add” button.
Log in
Log in with user name/email and password (‘Login’ tab):
Enter your username or email and password.Log in with SSO token (‘SSO token’ tab):
If you do not have a user name or are logging in via Single Sign on (SSO), you can alternatively log in with an SSO token. You can create the token in inSign by clicking on the ‘Generate new token’ button under ‘Settings/System’. You can then use the clipboard to enter the token in the corresponding login field in the Word add-in.Use
The Word Add-in allows you to automatically convert Word documents to PDF documents. They can then be signed. Please follow this procedure: Please open your Word document as usual. On the “Home” tab you will find the inSign icon to the right. Clicking this allows you to log into app.getinsign.de using your inSign user credentials. If needs be, missing text and signature fields can be inserted into Word instantly. Click “Done” and the document automatically converts into PDF and initiates an inSign process. Then proceed as usual.
Remove
Right-click the inSign Word Add-in under the “Start” tab. Click “Remove Add-in” on the context menu. Alternatively, you can also find the Add-in under “Insert” – “Get Add-ins” – “My Add-ins”.
Microsoft Excel Add-in
If you want to insert form fields (signature fields, text fields, checkboxes etc.) when creating Excel documents, you can use the inSign Excel Add-in to insert the corresponding fields and create processes.
Install
Open the relevant Excel document and install the inSign Excel Add-in by clicking on “Start” – “Add-Ins”. Enter the word “inSign” in the search field and select “inSign for Excel”. Supported products: Microsoft 365 and Office 2021.
Log in
Log in with user name/email and password (‘Login’ tab):
Enter your username or email and password.Log in with SSO token (‘SSO token’ tab):
If you do not have a user name or are logging in via Single Sign on (SSO), you can alternatively log in with an SSO token. You can create the token in inSign by clicking on the ‘Generate new token’ button under ‘Settings/System’. You can then use the clipboard to enter the token in the corresponding login field in the Word add-in.Use
With the Excel Add-in, signature fields can be inserted into Excel documents. The finished document is uploaded as a PDF to your inSign application at the touch of a button and can then be signed. Proceed as follows:Open your Excel document as usual. Under the “Start” tab, you will find the inSign icon on the right. Click on the icon to log in with your inSign access data via the URL app.getinsign.de. If required, you can insert missing text and signature fields directly in Excel. Clicking on “Done” converts the document into a PDF and automatically creates a process in inSign.
Remove
Right-click on the inSign Excel Add-in under the “Start” tab. Right-click on “Remove Add-in”.Outlook Excel Add-in
If you receive an email with a PDF document that needs to be signed, you can simply create a new process using the inSign Outlook Add-in.
Install
Open the relevant Excel document and install the inSign Excel Add-in by clicking on “Start” – “Add-Ins”. Enter the word “inSign” in the search field and select “inSign for Excel”.Supported products: Microsoft 365 and Office 2021.
Log in
Log in with user name/email and password (‘Login’ tab):
Enter your username or email and password.Log in with SSO token (‘SSO token’ tab):
If you do not have a user name or are logging in via Single Sign on (SSO), you can alternatively log in with an SSO token. You can create the token in inSign by clicking on the ‘Generate new token’ button under ‘Settings/System’. You can then use the clipboard to enter the token in the corresponding login field in the Word add-in.Use
With the Outlook Add-in, attached PDF documents in an email are uploaded as PDFs to your inSign application at the touch of a button. These can then be signed. Proceed as follows:Open the email with the attached PDF documents. Under the “Start” tab, you will find the inSign icon on the right. Click on the icon to log in with your inSign access data via the URL app.getinsign.de. Give the process a name. Click on “Create process” to automatically create a process in inSign.
