Hidden Fields (Pre-2022 Legacy)

Updated 2 years ago by Laura Goepel

Pre-2022 templates were built using our legacy HTML syntax. This article is for you if your tags are in $tag; format.

Hidden fields do not appear in the signature block or in MySig. Hidden field data is synced or uploaded into Opensense.

Uses for hidden fields
  • Shortened signature block
  • Image links, such as headshots
  • URL links, such as meeting links
  • Badges and awards

Setup

In Designer Studio, locate Settings & Fields. Check the Hide box next to the field that you would like to hide.
Hidden fields should always be setup as conditional fields. At least one field must be unhidden, most commonly "name".
Designer Studio:
Signature Block and Compliance:

In this example, the customer used hidden fields to create a shortened signature block. The hidden data pulls from Compliance.

How to Add Headshots

Conditional Fields

Manual CSV Sync into Compliance


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