Using Esignature in Microsoft Word Documents

Lawmatics allows you to create templates in Microsoft Word that contain E-signatures!. Please follow the instructions in this article to add esignatures to Microsoft Word template documents.

In order to include esignatues in a Word document, you need to follow the syntax below. We allow you to include signature fields and all other types of fields that would by typical in a signable document, such as inputs, initials, dates, etc.

All esignature merge fields must be surround by double brackets, {{ }}. Failure to include those will break the merge fields.

Signature Fields

Signature fields have the following format: {{signer|required?|role}}. The "|" must be used as the separator for each section. The options for each section is broken down below.

Signer: This indicates whether the signer of this field is going to be someone at the firm (i.e a Lawmatics user) or a matter/contact. Here are the options for the Signer section:

sig = Field will be signed by a matter/contact. Someone who is not a user in Lawmatics.
sigfirm = Field will be signed by a user of Lawmatics.

Required?: This indicates whether the signature field is required or not. Most of the time, you will want this to be a required field. Here are the options for the Required? section:

req = The field is required.
noreq = The field is not required.

Role: This field will become the name of the role in Lawmatics for the signature field. You can name this field anything you want. For example, if you put "client" in this section, when sending the document for signature from Lawmatics, you will see the role Client, with a dropdown to select who you want to be the Client signer.

The following example would be used for a firm user signer with the role name Managing Attorney:

{{sigfirm|req|Managing Attorney}}

Non-Signature fields

Lawmatics supports the following types of fields to be included in signable Word documents: date, text input, and initials. Non-signature fields have the following format: {{type|required?|label}}

Type: This indicates the type of field that you are creating. Here are the options for the type section:

date = This will add a current date field to the document.
check = This will add a checkbox that the signer will be able to check.
text = This will add a text input field that the signer will be able to fill with whatever value they want.
initials = This will create a place for the signer to add their initials.

Required?: This indicates whether the field is required or not. Here are the options for the Required? section:

req = The field is required.
noreq = The field is not required.

Label: This indicates the label for the field that will appear in the Lawmatics user interface and in the document itself when the signer is filling out the field. This field needs to match the Role for the signature field corresponding to the signer who needs to fill out this field. For example, if you have a signer with role "Client", and you want that same signer to be the one to fill out this non-signature field, you would need to make the label for the non-signature field "Client" as well.

The following example would be used for a input field that is required and to be filled out by the Managing Attorney signer:

{{text|req|Managing Attorney}}