Custom placeholder tags allow customers to insert variable information collected from submissions into their messages, response templates, and Docusign.

To create a new custom placeholder tag, first navigate to More>Configurations>Custom Tags.

Then click + Add New Custom Tag:

1. Enter a custom placeholder Tag Name. This name is for your internal use only and will not be visible to recipients of emails or Docusign templates. Custom placeholder tag names can use letters, numbers, and spaces. Please note that tag names cannot be edited after they are created.

2. Choose the Form Type where the tag will get the information to populate emails or Docusign templates. Custom tags can only be created using Initial, Eligibility, and Internal forms.

3. Select the form's name.

4. Select the form field to map to the custom placeholder tag:

Custom tags can only be mapped to fields on the same form type. For example, you cannot map a field on an internal form to a custom placeholder tag that is mapped to a field on an initial form.

Custom tags can be mapped to form fields across multiple forms of the same form type. You may select only one field per form. A field can be mapped to multiple custom tags.

If the tag should be mapped to fields on multiple forms, click Select Form again and choose an additional form name and form field. Repeat these steps until your custom tag is finished:

When finished, click Create and Map. You now have a custom placeholder tag to use in messages, response templates, and Docusign templates.

To see which forms a custom placeholder tag is mapped to, expand the Mapped fields below the tag's name:

Note: Submittable’s Standard Placeholder Tags will automatically sync with Docusign when the user authenticates with Docusign. Deactivated tags cannot be synced.

Navigate to More>Configurations>Custom Tags.

Custom placeholder tags that have been synced will be available in Docusign in the Custom Fields section and will display the date the field was last synced within Submittable:

Submittable placeholder tags will be visible under Custom Fields in Docusign:

Navigate to More>Configurations>Response Templates.

1. Click Create a response template or Edit next to an existing template.

2. In the template subject line or within the template body, place your cursor in the position where you would like to insert a placeholder tag. Click the tag icon:

3. Search for the relevant tag and select it to insert it into the response template:

Now you're ready to use it in a message to your applicants: