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AssinaJá

Create a template

A template is built from a DOCX file. You mark it up once with placeholders, and every document generated from it fills those placeholders in.

Mark up the DOCX

Section titled “Mark up the DOCX”

Two kinds of marker, and the difference matters:

Only one .docx file. Use {{Field}} markers for data and {{AssinaJa_N_Type}} for signatures.

{{Campo}} — a data field. Whatever you name it becomes a field you fill in when generating a document. Use as many as you like.

{{AssinaJa_N_Tipo}} — where a signature goes. N is the signer number, so all markers with the same number belong to the same person.

Marker Places
{{AssinaJa_1_SIGNATURE}} Signer 1’s signature
{{AssinaJa_1_INITIALS}} Signer 1’s initials
{{AssinaJa_1_CMD}} Signer 1 signing with Chave Móvel Digital
{{AssinaJa_1_CMDSCAP}} Signer 1 signing with CMD + professional attributes
{{AssinaJa_2_SIGNATURE}} Signer 2’s signature

Signature markers are never treated as data — they pass through untouched and become signature zones on the finished document.

Build the template

Section titled “Build the template”

Choose Template to start. There are four steps:

The Templates list, with Available, In Draft and Deleted down the left and the Template button below.

# Step What you do
1 Document Upload the base DOCX file for the template.
2 Fields Review the fields detected in the document.
3 Preview Adjust the signature zones over the document.
4 Review Set the name and save the template.

Drag the file in, or click to pick it — Drag the DOCX file or click to select. After analysis you get a count of MailMerge fields and Signature fields found. Check those numbers: they are the quickest way to spot a mistyped marker.

Finish with Save template, or Save and Exit to stop and come back to it.

If the upload is rejected

Section titled “If the upload is rejected”
Message Cause
Only DOCX files are allowed. Wrong file type — DOC and PDF are not accepted
Uploading folders is not allowed. A folder was dropped instead of a file
The file exceeds the maximum allowed size. Too large
Could not analyze the DOCX file. The file is corrupt or not a real DOCX

If no markers are found

Section titled “If no markers are found”

No substitution fields detected. Add {{Field}} markers and upload again.

No signature fields detected. Add {{AssinaJa_N_Type}} markers and upload again.

Both mean the same thing in practice: the markers are not where the analyser looked. The usual cause is Word having split a marker across formatting runs — retype it in one go, without changing font or style mid-marker, and re-upload.

Managing templates

Section titled “Managing templates”

The list has three views — Available, Drafts and Deleted — with columns Name, Author, Original author, Folder, Favorite and ID.

Action
Edit Change the template
Generate document Create a document from it — see Use a template
Send Share it with another user
Download Get the DOCX back
Move to the Templates folder Organise it
Info See its details
Delete Remove it

Original author is worth noticing: a shared template keeps a record of who built it, not just who holds it now.

Sharing a template

Section titled “Sharing a template”

Send hands a copy to a colleague. There is a restriction:

It is only possible to send templates to users that belong to a Standard or Enterprise subscription that you have administrator privileges

So you can only share into subscriptions you administer, on those plans. If your own subscription has lapsed you get “It is not possible to send the template because your subscription expired.”

Section titled “Related”