Perform the following steps to create a new document with Smart Tags:
1. Open the MS Office or PDF file that will be sent for signature
2. Navigate to the section within the document where the signers information would be captured
3. Enter the required tags on the Word or PDF document for the signer. Please refer to the tags highlighted in the image below:

4. Save the document
5. Compose a new email and attach this document to the email
6. Enter the signer information in the To field
7. Click on Send Registered RMail button
8. Check off SmartTags box in the E-Sign - send for signature section and click on Send in the RMail Sending Options window.

To learn more, read this article about Customizable Tags

Tags will not appear in the document the recipient is prompted to sign.

To learn more, refer to article Using E-sing: Smart Tags