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Video Transcript

In the first segment, we looked at making a PDF template. This segment, we'll look at making an HTML template. They work by basically the same principle. There are fields in the template that will be refilled with data that's submitted from the online form. In the case with HTML templates, these are going to be dynamic substitution place holders. Again, one of the significant advantages of the HTML templates is that the signature file can be placed anywhere within the template. You can find general help on making HTML templates in our help section by entering in dynamic substitution place holders in the search bar and finding this reference article.

To start making the HTML template, we'll start with your HTML form. Go to your form, go into source view. We're going to copy that source code into a text editor. Now, you'll need to change all the form fields in this HTML code so that they can be substituted with data that's submitted from the online form. This is done all the same way for all types of form fields with two exceptions. Those being radio buttons and check boxes. But for everything else, you're going to replace the entire input tag with just the field name enclosed in double curly braces. So get rid of that entire tag except for the field name itself which should be enclosed in double curly braces. This makes this now a dynamic field that will be refilled when the template is loaded.

You'll do that again for all fields except for the radio buttons and check boxes. This includes as well the signature field so we'll remove the entire tag, enclosing just this field name in curly braces. For radio buttons and check boxes, you're going to leave the input tag in place and just add an attribute to it. In this attribute, you can find in that help by searching for dynamic substitution place holders. That attribute is here. So you're going to want to copy that attribute at the end of every tag so in this case, for the end of the tag, for the radio button here after the end of the tag here and again here, at the end of the tag again here and again here and so on.

Then replace field name with the actual field name which in this case is marital status. You'll follow that same procedure as well for check boxes. Lastly, after you've made all those changes to the fields, making them the dynamic substitution place holder is two pieces of scripts that you'll need to copy to the end of your document. If you have a body tag, it should be after the body tag. These pieces of script can be found in the help menu. They're here and then also here. So now we save these pieces of script at the end of the file. We'll save this file as an HTML file and load it to the templates tab as we did with the PDF template, loading the file here in this part, checking this data format here. We fill out and submit the email, or submit the form and get the email.

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