PDF Form Field Name Guidelines for FillableField

This section outlines the naming logic when the FillableField element is used with a FieldType of "Initials", "Name", "Numeric" / "Alphanum", and "Date" values when using either Dynamic, Static, or Embedded PDF documents.

Note: Expere will not generate a form field nor return a <FillableFieldSet/> container in the response file when no ID (for example: (RembrandID, SignerID, '*') is specified for Fillable Fields or Fillable Checkboxes.

Initials

When the FieldType element = "Initials" the FieldName format consists of the following naming convention: 
SS+TAG{"tagName": "Enter FillableText FieldName", "type": "INITIALS", "role": {"type": "Borrower", "num": 1}, "required": true}

For example: SS+TAG{“tagName”: “iniFieldName”, “type”: “INITIALS”, "role": {"type": "Borrower", "num": 1}, "required": false}

Guidelines
SS+TAG this is a required prepend to the name
"tagName": "Enter FillableText FieldName", "Enter FillableText FieldName" is the FieldName value for the fillable field and is authored in the .REQ.
Note: the "tagName" value must be unique.
"type": "INITIALS", "INITIALS" is the value used with the FieldType element.
"role": {"type": "Borrower",
"num": Set to the integer, starting with 1, for the corresponding responsible party. Expere will assign the integer sequentially to each unique party. if signer is identified with wildcard; it will get assigned to the first non-wildcard / non-null signers. See Additional "num" notes for more information.
"required": true} The "true" or "false" value is extracted from the Mandatory element.
"appearance" {"format": {"formatType": "Date", "value": "MM/dd/yyyy"}; will specify the date value in an "MM/dd/yyyy" format.
Sample response snippet

<r:FillableText>
	<r:Id>IniFieldID</r:Id>
	<r:EmailAddress>initialemail@email.com</r:EmailAddress>
	<r:FieldName>SS+TAG{"tagName": "IniFieldName", "type": "INITIALS", "role": {"type": "Borrower", "num": 4}, 
       "required": false}</r:FieldName>
	<r:ToolTip>InitialsToolTip</r:ToolTip>
	<r:Width>36.0</r:Width>
	<r:Height>14.400024</r:Height>
	<r:XCoordinate>202.62</r:XCoordinate>
	<r:YCoordinate>689.5</r:YCoordinate>
	<r:Sequencing>1</r:Sequencing>
	<r:FontName>ArialMT</r:FontName>
	<r:FontSize>10.0</r:FontSize>
	<r:FieldText/>
	<r:HorizontalAlignment>Left</r:HorizontalAlignment>
	<r:Underline>false</r:Underline>
	<r:PageNumber>1</r:PageNumber>
	<r:FieldType>Initials</r:FieldType>
	<r:Mandatory>No</r:Mandatory>
</r:FillableText>

Name

When the FieldType element = "Name" the FieldName format consists of the following naming convention: 
SS+TAG{"tagName": "Enter FillableText FieldName", "type": "FULL_NAME", "role": {"type": "Borrower", "num": 1}, "required": true}

For example: SS+TAG{"tagName": "NameFieldName", "type": "FULL_NAME", "role": {"type": "Borrower", "num": 1}, "required": true}

Guidelines
SS+TAG this is a required prepend to the name
"tagName": "Enter FillableText FieldName", "Enter FillableText FieldName" is the FieldName value for the fillable field and is authored in the .REQ.
Note: the "tagName" value must be unique.
"type": "FULL_NAME", "FULL_NAME" is the value used with the FieldType element.
"role": {"type": "Borrower",
"num": Set to the integer, starting with 1, for the corresponding responsible party. Expere will assign the integer sequentially to each unique party. if signer is identified with wildcard; it will get assigned to the first non-wildcard / non-null signers. See Additional "num" notes for more information.
"required": true} The "true" or "false" value is extracted from the Mandatory element.
"appearance" {"format": {"formatType": "Date", "value": "MM/dd/yyyy"}; will specify the date value in an "MM/dd/yyyy" format.
Sample response snippet

<r:FillableText>
	<r:Id>NameFieldID</r:Id>
	<r:EmailAddress>namefieldemail@email.com</r:EmailAddress>
	<r:FieldName>SS+TAG{"tagName": "NameFieldName", "type": "FULL_NAME", "role": {"type": "Borrower", "num": 2}, 
       "required": true}</r:FieldName>
	<r:ToolTip>NameFieldToolTip</r:ToolTip>
	<r:Width>144.0</r:Width>
	<r:Height>14.400024</r:Height>
	<r:XCoordinate>198.35</r:XCoordinate>
	<r:YCoordinate>671.5</r:YCoordinate>
	<r:Sequencing>2</r:Sequencing>
	<r:FontName>ArialMT</r:FontName>
	<r:FontSize>10.0</r:FontSize>
	<r:FieldText/>
	<r:HorizontalAlignment>Left</r:HorizontalAlignment>
	<r:Underline>false</r:Underline>
	<r:PageNumber>1</r:PageNumber>
	<r:FieldType>Name</r:FieldType>
	<r:Mandatory>Yes</r:Mandatory>
</r:FillableText>

Numeric / Alphanum

When the FieldType element = "Numeric" or "Alphanum" the FieldName format consists of the following naming convention: 
SS+TAG{"tagName": "Enter FillableText FieldName", "type": "TEXT", "role": {"type": "Signer", "num": 1}, "required": false, "appearance": {"font": {"type": "Arial", "style": "Bold"}}, "validation" : {"type":"TEXT", "format": "ALPHANUMERICSPACES"}}

For example: SS+TAG{"tagName": "NumericFieldName", "type": "Text", "role": {"type": "Borrower", "num": 1}, "required": true, "appearance": {"font": {"type": "Arial", "style": "Bold"}}, "validation" : {"type":"TEXT", "format": "ALPHANUMERICSPACES"}}

Guidelines
SS+TAG this is a required prepend to the name
"tagName": "Enter FillableText FieldName", "Enter FillableText FieldName" is the FieldName value for the fillable field and is authored in the .REQ.
Note: the "tagName" value must be unique.
"type": "TEXT", "TEXT" is the value used with the FieldType element.
"role": {"type": "Borrower",
"num": Set to the integer, starting with 1, for the corresponding responsible party. Expere will assign the integer sequentially to each unique party. if signer is identified with wildcard; it will get assigned to the first non-wildcard / non-null signers. See Additional "num" notes for more information.
"required": true} The "true" or "false" value is extracted from the Mandatory element.
"appearance" {"font": {"type": "Arial", "style": "Bold"}}, will always display for this parameter
"validation" {"type":"TEXT", "format": "ALPHANUMERICSPACES"}} will always display for this parameter.
Sample response snippet

<r:FillableText>
	<r:Id>alphanumID</r:Id>
	<r:EmailAddress>alphanumemail@email.com</r:EmailAddress>
	<r:FieldName>SS+TAG{"tagName": "NumericFieldName", "type": "TEXT", "role": {"type": "Borrower", "num": 3}, 
       "required": true}</r:FieldName>
	<r:ToolTip>AlphaNumToolTip</r:ToolTip>
	<r:Width>144.00002</r:Width>
	<r:Height>14.400024</r:Height>
	<r:XCoordinate>212.7</r:XCoordinate>
	<r:YCoordinate>635.5</r:YCoordinate>
	<r:Sequencing>4</r:Sequencing>
	<r:FontName>ArialMT</r:FontName>
	<r:FontSize>10.0</r:FontSize>
	<r:FieldText/>
	<r:HorizontalAlignment>Left</r:HorizontalAlignment>
	<r:Underline>false</r:Underline>
	<r:PageNumber>1</r:PageNumber>
	<r:FieldType>Alphanum</r:FieldType>
	<r:Mandatory>Yes</r:Mandatory>
</r:FillableText>

Date

When the FieldType element = "Date" the FieldName format consists of the following naming convention: 
SS+TAG{"tagName": "Enter FillableText FieldName", "type": "DATE", "role": {"type": "Borrower", "num": 1}, "required": true, "appearance": {"format": {"formatType": "DATE", "value": "MM/dd/yyyy"}}}

For example: SS+TAG{"tagName": "DateFieldName", "type": "DATE", "role": {"type": "Borrower", "num": 1}, "required": true, "appearance": {"format": {"formatType": "DATE", "value": "MM/dd/yyyy"}}}

Guidelines
SS+TAG this is a required prepend to the name
"tagName": "Enter FillableText FieldName", "Enter FillableText FieldName" is the FieldName value for the fillable field and is authored in the .REQ.
Note: the "tagName" value must be unique.
"type": "DATE", "DATE" is the value used with the FieldType element.
"role": {"type": "Borrower",
"num": Set to the integer, starting with 1, for the corresponding responsible party. Expere will assign the integer sequentially to each unique party. if signer is identified with wildcard; it will get assigned to the first non-wildcard / non-null signers. See Additional "num" notes for more information.
"required": true} The "true" or "false" value is extracted from the Mandatory element.
"appearance" {"format": {"formatType": "Date", "value": "MM/dd/yyyy"}; will specify the date value in an "MM/dd/yyyy" format.
Sample response snippet

<r:FillableText>
	<r:Id>DateFieldID</r:Id>
	<r:EmailAddress>datefieldemail@email.com</r:EmailAddress>
	<r:FieldName>SS+TAG{"tagName": "DateFieldName", "type": "DATE", "role": {"type": "Borrower", "num": 5}, 
        "required": true}</r:FieldName>
	<r:ToolTip>Date Field ToolTip</r:ToolTip>
	<r:Width>108.0</r:Width>
	<r:Height>14.400024</r:Height>
	<r:XCoordinate>189.19</r:XCoordinate>
	<r:YCoordinate>617.5</r:YCoordinate>
	<r:Sequencing>5</r:Sequencing>
	<r:FontName>ArialMT</r:FontName>
	<r:FontSize>10.0</r:FontSize>
	<r:FieldText/>
	<r:HorizontalAlignment>Left</r:HorizontalAlignment>
	<r:Underline>false</r:Underline>
	<r:PageNumber>1</r:PageNumber>
	<r:FieldType>Alphanum</r:FieldType>
	<r:Mandatory>Yes</r:Mandatory>
</r:FillableText>

Injectable Issued Date

An "Injectable Issued Date" is a field that SmartSign Plus uses to populate the date field based upon when the document was made electronically available and viewed by the consumer or when the document went to print.

The "Injectable Issued Date" rules are only applied to a select set of documents (e.g. Loan Estimate, Closing Disclosure, Written list of service providers, etc) when /Txn/SystemGeneratedIntegratedDisclosureDateIssuedInd="1" (true) and the FillableField FieldName (as authored in the REQ) value is IssuedDate. As a result, FieldName format consists of the following naming convention: 
SS+TAG{"tagName": "Enter FillableText FieldName", "type":"AUTO_DATE", "printFulfillmentEnabled":true, 
"valueRules":[{"triggerEvent": "PARTICIPANT_CONSENTS", "valueEvent: "PACKAGE_AVAILABLE_TO_SIGNERS"}, {"triggerEvent": 
"PACKAGE_PRINT_ELIGIBLE", valueEvent": "PACKAGE_PRINT_ELIGIBLE"}],"required": true, 
"appearance": {"format": {"formatType": "DATE", "value": "MM/dd/yyyy"}}}

For example: SS+TAG{"tagName": "IssuedDate", "type": "AUTO_DATE", "printFulfillmentEnabled": true, "valueRules": [{"triggerEvent": "PACKAGE_STARTED", "valueEvent": "PACKAGE_AVAILABLE_TO_SIGNER"}, {"triggerEvent": "PACKAGE_EXPIRED_AND_PRINT_ELIGIBLE", "valueEvent": "PACKAGE_EXPIRED_AND_PRINT_ELIGIBLE"}], "appearance": {"format": {"formatType": "DATE", "value": "MM/dd/yyyy"}}}

Guidelines
SS+TAG This is a required prepend to the name.
"tagName": "Enter FillableText FieldName", "Enter FillableText FieldName" is the FieldName value for the fillable field and is authored in the .REQ.
Note: the "tagName" value must be unique.
"type": "AUTO_DATE", "AUTO_DATE" is the value used with the FieldType element.
"valueRules":[{"triggerEvent": "PARTICIPANT_CONSENTS", "valueEvent: "PACKAGE_AVAILABLE_TO_SIGNERS"}, {"triggerEvent": "PACKAGE_PRINT_ELIGIBLE", valueEvent": "PACKAGE_PRINT_ELIGIBLE"}], Alerts SmartSign Plus that this date field is autopopulated based on Injectable Issued Date rules.
"appearance" {"format": {"formatType": "Date", "value": "MM/dd/yyyy"}; will specify the date value in an "MM/dd/yyyy" format.
Sample response snippet

<r:FillableText>
       <r:FieldName>SS+TAG{"tagName": "IssuedDate", "type": "AUTO_DATE", "printFulfillmentEnabled": true, 
       "valueRules": [{"triggerEvent": "PACKAGE_STARTED", "valueEvent": "PACKAGE_AVAILABLE_TO_SIGNER"}, 
       {"triggerEvent": "PACKAGE_EXPIRED_AND_PRINT_ELIGIBLE", "valueEvent": "PACKAGE_EXPIRED_AND_PRINT_ELIGIBLE"}], 
       "appearance": {"format": {"formatType": "DATE", "value": "MM/dd/yyyy"}}}</r:FieldName>
       <r:ToolTip>IssuedDate</r:ToolTip>
       <r:Width>144.0</r:Width>
       <r:Height>18.0</r:Height>
       <r:XCoordinate>109.0</r:XCoordinate>
       <r:YCoordinate>691.87</r:YCoordinate>
       <r:FontName>ArialMT</r:FontName>
       <r:FontSize>9.0</r:FontSize>
       <r:FieldText/>
       <r:HorizontalAlignment>Left</r:HorizontalAlignment>
       <r:Underline>false</r:Underline>
       <r:PageNumber>1</r:PageNumber>
       <r:FieldType>Alphanum</r:FieldType>
       <r:Mandatory>Yes</r:Mandatory>
</r:FillableText>

Multi-line text

When the FieldType element = "Alphanum" and MultiLine element = "true", the FieldName format consists of the following naming convention: 

 SS+TAG{"tagName": "Enter FillableText ID", "type": "MULTI_LINE_TEXT", "role": 
{"type": "Borrower", "num": 1}, “required”: true}

For example: SS+TAG{"tagName": "Borrower_NFFE_Owner_Complete_Address", "type": "MULTI_LINE_TEXT", "role": {"type": "Borrower", "num": 1}, "required": true}

Guidelines
SS+TAG This is a required prepend to the name.
"tagName": "Enter FillableText ID", "Enter FillableText ID" is the FieldName value for the fillable field and is authored in the .REQ.
Note: the "tagName" value must be unique.
"type": "MULTI_LINE_TEXT", "MULTI_LINE_TEXT" is the value used with the FieldType element.
"num": Set to the integer, starting with 1, for the corresponding responsible party. Expere will assign the integer sequentially to each unique party. if signer is identified with wildcard; it will get assigned to the first non-wildcard / non-null signers. See Additional "num" notes for more information.
"role": {"type": "Borrower",
"required": true} The "true" or "false" value is extracted from the Mandatory element.
Note: The Product Technical Rule (PTR) within the Static REQ file that is used to populate the above information displays as follows:

PRINT "FieldType:Alphanum;"
PRINT "MultiLine:true;"
PRINT "Mandatory:false;"
PRINT "EmailAddress:"
CODING: BeginEmailAddress
PRINT "*"
CODING: EndEmailAddress
PRINT ";"
PRINT "ID:"
CODING: BeginID
PRINT "*"
CODING: EndID
PRINT ";"
Sample response snippet

<r:FillableText>
     <r:Id>B1</r:Id>
     <r:EmailAddress>*</r:EmailAddress>
     <r:FieldName>SS+TAG{"tagName": "Borrower_NFFE_Owner_Complete_Address", "type": "MULTI_LINE_TEXT", "role": 
     {"type": "Borrower", "num": 1}, "required": true}</r:FieldName>
     <r:ToolTip>Borrower_NFFE_Owner_Complete_Address</r:ToolTip>
     <r:Width>286.5</r:Width>
     <r:Height>25.290009</r:Height>
     <r:XCoordinate>163.6</r:XCoordinate>
     <r:YCoordinate>501.09</r:YCoordinate>
     <r:Sequencing>11</r:Sequencing>
     <r:FontName>Courier</r:FontName>
     <r:FontSize>10.0</r:FontSize>
     <r:FieldText/>
     <r:HorizontalAlignment>Left</r:HorizontalAlignment>
     <r:Underline>false</r:Underline>
     <r:PageNumber>8</r:PageNumber>
     <r:MultiLine>true</r:MultiLine>
     <r:FieldType>Alphanum</r:FieldType>
     <r:Mandatory>Yes</r:Mandatory>
</r:FillableText>