Dynamic Stamps

Docwize enables users to create dynamic stamps that include Jinja templates. These stamps can be applied to documents, such as during a drawing review and approval process. The stamp templates are SVG files that include Jinja text fields which can be populated by users, such as initials, signatures or a date. (Click here for more general information on stamps in Docwize.)

Here are some examples of dynamic stamp templates:

'Approved by' Fields for Input

Example: 'Approved by' Generated Stamp

'As-Built' Fields for Input

Example: 'As-Built' Generated Stamp

'Reviewed by' Fields for Input

Example: 'Reviewed by' Generated Stamp

How to Create and Add a Dynamic Stamp Template

Step	Description
1	Create a custom field template with the fields that will be completed by the user. IMPORTANT: under ‘Template Type’ select ‘Filter’. This is required for successful stamp template creation.
2	Navigate to the relevant SVG file to be used as a stamp template. Add the relevant field names reflecting what was created in the custom field template for the stamp within brackets, for example: {{ initials }}. NOTE: This is case sensitive. Use lower case.
3	Navigate to the Stamp section of the Document Preview window.
4	Click on the ‘stamp’ icon to create a new folder for a stamp collection. Complete the fields in the pop-up dialog, indicating which user(s) and/or group(s) will have permission to the stamp collection.
5	Click on the + icon to add an SVG file to be used as a stamp. Complete the fields in the pop-up dialog, indicating which user(s) and/or group(s) will have permission to the specific stamp.