Updated: 2023-03-16
The anchor() function is used to place an electronic signature request within a template. It is used in conjunction with the Signature Id template property.
For quick reference, you can use these elements in your custom letters.
| Template | Signature Id | Signature Anchor | Date Signed Anchor |
|---|---|---|---|
| ELetter | ELetter | {{ anchor(CurrentClient,"ELetter").Signature }} | {{ anchor(CurrentClient,"ELetter").DateSigned }} |
| DELetter | DELetter | {{ anchor(.,"DELetter").Signature }} | {{ anchor(.,"DELetter").DateSigned }} |
| FPostSeason | FPostSeason | {{ anchor(.,"FPostSeason").Signature }} | {{ anchor(.,"FPostSeason").DateSigned }} |
| FPreSeason | FPreSeason | {{ anchor(.,"FPreSeason").Signature }} | {{ anchor(.,"FPreSeason").DateSigned }} |
| JPostSeason | JPostSeason | {{ anchor(.,"JPostSeason").Signature }} | {{ anchor(.,"JPostSeason").DateSigned }} |
| JPreSeason | JPreSeason | {{ anchor(.,"JPreSeason").Signature }} | {{ anchor(.,"JPreSeason").DateSigned }} |
| PostSeason | PostSeason | {{ anchor(.,"PostSeason").Signature }} | {{ anchor(.,"PostSeason").DateSigned }} |
| PreSeason | PreSeason | {{ anchor(.,"PreSeason").Signature }} | {{ anchor(.,"PreSeason").DateSigned }} |
Use ELetter or DELetter as the Signature Id to automatically update the engagement letter workflow tasks with the e-signature status. Otherwise, the Signature Id can be anything providing it matches the anchor function.
Depending on the template, you can also replace CurrentClient with a period. This is common in the joint and family pre/post-season letters where the definition of the repeatable section already specifies the person, or the deceased engagement letter (DELetter) where the signature function tags are already surrounded by {{# CurrentClient }}{{/ CurrentClient }}.
For example, the following example shows how to use the T1 engagement letter (ELetter):
