--- title: "Tags Configurator" slug: "new-recipient-tags-configurator" updated: 2026-10-08T18:11:20Z published: 2026-10-09T17:11:01Z canonical: "help.quickbase.com/new-recipient-tags-configurator" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.quickbase.com/llms.txt > Use this file to discover all available pages before exploring further. # Tags Configurator The Tags Configurator lets you place tags on a document template by dragging them onto the PDF. You set up each tag's type, size, position, and data in a side panel. You can also place tags by typing anchor text in your document. See [Place tags with anchor text](/quickbase-extensions/docs/anchor-tagging-explained). For what each tag type does when recipients sign, see [Document tags](/quickbase-extensions/docs/document-tags). ## Before you start - Open the template in your **Document Templates** table and select **Launch Tags Configurator**. - The template needs a PDF in **JuicedSign PDF Template**. - The PDF must be under 20 MB and must not have its own form fields. Use a plain PDF. - Tags you save here are saved to your **JuicedSign Recipient Tags** table, one record per tag. ## Check the file and recipients The configurator first opens **Welcome to the tags configurator**. ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/tc-1-check-page.png?sv=2026-02-06&spr=https&st=2026-11-05T02%3A03%3A16Z&se=2026-11-05T03%3A03%3A16Z&sr=c&sp=r&sig=m3e8AFZz0CWBs7GJNKU%2F4criNqU18ckeR7k1LEFGx5w%3D) - Check the file name, number of pages, orientation, and file size. - Under **Add or remove recipients**, set how many recipients you place tags for: - **Add Recipient** adds one more, up to 15. - **X** removes a recipient after you confirm. Their saved tags are deleted, and the recipients after them move up a number. - If the template already has tags, their recipients are listed. - Select **Proceed to Tags Configurator**. You need at least one recipient. ## The editor ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/tc-2-editor.png?sv=2026-02-06&spr=https&st=2026-11-05T02%3A03%3A16Z&se=2026-11-05T03%3A03%3A16Z&sr=c&sp=r&sig=m3e8AFZz0CWBs7GJNKU%2F4criNqU18ckeR7k1LEFGx5w%3D) | Area | What it's for | | --- | --- | | **Recipient** (top left) | The recipient you're placing tags for. Each recipient has their own colour, and the tags you add are theirs. When the editor opens, every recipient's tags show. Once you choose a recipient here, only their tags show. | | **Document** (center) | Your PDF. Drop tags here. | | **Tag Types** (right) | The 14 tag types. Drag one onto the document to add it. | | **Tag panel** (left) | The settings of the open tag. Opens when you add or open a tag. **←** closes it. | | **Preview** and **Save** (top right) | See the document as a recipient will, and save your tags. | ## Add a tag 1. Choose the recipient at the top left. 2. Drag a tag type from **Tag Types** onto the document. Clicking a tag type doesn't add it. 3. The tag panel opens. The tag gets a name like *r1_textbox_3*: recipient, type, and a number. 4. Change any settings, then select **Apply Changes**. 5. Select **Save**. - New tags start at 110 × 20. Checkboxes start at 16 × 16, and Approve or Decline at 180 × 40. - If you add another tag before applying the last one, you're asked whether to save it. **Cancel** discards it. ## Open, move, and delete tags ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/tc-3-selected-tag.png?sv=2026-02-06&spr=https&st=2026-11-05T02%3A03%3A16Z&se=2026-11-05T03%3A03%3A16Z&sr=c&sp=r&sig=m3e8AFZz0CWBs7GJNKU%2F4criNqU18ckeR7k1LEFGx5w%3D) | To | Do this | | --- | --- | | Open a tag's settings | Double-click it. A single click only selects it. | | Move a tag | Drag it. Its settings open. | | Resize a tag | Drag a handle on its edge. Its settings open. | | Delete a tag | Select it and press **Delete**. It's removed from your table when you save. | - Tags placed together with **Find And Attach** are a group. Opening one first asks *You are attempting to change a set of grouped tags. Do you want to proceed?* - Deleting one tag in a group deletes the whole group. - Copy and paste don't work in the configurator, and the browser's Ctrl + scroll zoom is turned off. ## Tag settings The tag panel has up to five sections. Which ones you see, and what's in them, depends on the tag type. ### Name and Type - **Name**: required. A name that helps you find the tag in your table. - **Type of Tag**: set by the tag type you dragged. You can't change it here. To change the type, delete the tag and add a new one. ### Tag Placement Details Two tabs. Sizes and positions are in pixels on screen and saved in points. **Page/X-Y Placement** places one tag at a fixed spot: - Page, X, Y, Height, and Width. - After you change a value, select **Confirm Repositioning And Dimensions** to move the tag. **Find and Attach** places the tag next to text in the document, everywhere that text appears: ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/tc-4-find-and-attach.png?sv=2026-02-06&spr=https&st=2026-11-05T02%3A03%3A16Z&se=2026-11-05T03%3A03%3A16Z&sr=c&sp=r&sig=m3e8AFZz0CWBs7GJNKU%2F4criNqU18ckeR7k1LEFGx5w%3D) 1. In **Anchor String**, type the text to look for. Case doesn't matter. 2. Set **Horizontal (X) Offset** and **Vertical (Y) Offset**: how far from the text to put the tag. 3. Select **Find And Attach**. 4. The configurator tells you how many times it found the text. Select **Proceed** to add a tag at each one, or **No** to go back. - If the text isn't found, nothing is added. - The tags are added at the default size, 110 × 20. Resize them after. - While Anchor String has text, the tag is placed by the anchor, not by X and Y. - To move every tag in the group, change the offsets and select **Confirm New Offsets**. ### Validation Checks - **Required**: the recipient must fill in the tag before they can finish. - **Validation Pattern** (Textbox only): a preset, or **Add your own**. Presets: Phone, Zip Code, SSN, Email, Date, Credit Card Number, Expiry Date. - **Validation Message** (Textbox only): what the recipient sees when the entry doesn't match. ### Fonts And Formatting - Font family (default Arial), size (default 14), colour, bold, and italic. - Textbox, Email, and Number also have **Character Limit** and **Multiple Lines**. - Signature, Initials, and Approve or Decline have **Signature Button Text**, the label on the button. Signature and Initials also have **Edit Signature or Initials**. - Multiple Choice has its list of values. Select one as the default. ### Bring Data - Links the tag to fields on the record you send from. - **Show Data**: fill in the tag from a field on that record. Enter the field's ID. - **Save Data**: save what the recipient enters to a field on that record. Enter the field's ID. - See [Document tags](/quickbase-extensions/docs/document-tags#data). ### Sections by tag type | Tag type | Validation Checks | Fonts And Formatting | Bring Data | | --- | --- | --- | --- | | Textbox, Number, Email, Date, Multiple Choice | Yes | Yes | Yes | | Checkbox | Yes | No | Yes | | Signature, Initials, Approve or Decline | Yes | Yes | No | | Email Address, Date Signed, Full Name, First Name, Last Name | No | Yes | No | Every type has Name and Type and Tag Placement Details. ## Apply and save - **Apply Changes** keeps the open tag's settings in the configurator. Nothing is saved yet. - **Save** saves all your tags to your table. A **Tags Modification** summary lists the tags added, changed, and deleted, and any errors. - If you close the browser tab without saving, your changes are lost. ## Preview ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/tc-6-preview.png?sv=2026-02-06&spr=https&st=2026-11-05T02%3A03%3A16Z&se=2026-11-05T03%3A03%3A16Z&sr=c&sp=r&sig=m3e8AFZz0CWBs7GJNKU%2F4criNqU18ckeR7k1LEFGx5w%3D) - Select **Preview**, then choose a recipient. You see the document with that recipient's tags, as they'll see it. - Preview shows saved tags only. Save first. - If preview can't open, the message tells you which tags are missing. ## Messages | Message | What to do | | --- | --- | | *Please enter a PDF file only.* | Put a PDF in **JuicedSign PDF Template**. | | *Your PDF has form-fields…* | Use a PDF without form fields. For example, print it to a new PDF. | | *Your PDF has exceeds the allowed size…* | Use a smaller PDF, under 20 MB. | | *One or more tags have a non-numeric Recipient ID…* | Correct **Recipient ID** on the listed records in your JuicedSign Recipient Tags table. It must be a number. | | *Something went wrong while preparing your tags configurator…* | Try again. If it keeps happening, contact Quickbase support. |