Choosing the correct data label
There are two kinds of data labels: Standard and Custom.
- Standard data labels are created by DocuSign and will pull generic information like name, email, etc.
- Custom data labels are created by Solo and will pull more specific information that relates to specific parts of the proposal. This includes things like the ppw, customer ID, etc.
Most fields in Solo can be pulled using the standard data labels, however some may require a custom data label. You can use this reference page of data labels to understand which custom labels we have and how to use them.
If you cannot find a data label for a specific field, please reach out to our Customer Support team for assistance.
Assigning Data Labels
Data labels will be assigned to different signers to review or interact with. They’ll be color-coded according to the signer responsible for filling in, viewing, or signing. You can adjust the signer for new data labels in the top left corner:
All information related to the system should be assigned to the sales rep. For example, the address, module type, inverter, etc.
Personal information like email, phone number, and HOA information, should be assigned to the homeowner. If that personal information is that of the cosigners, then the data label would be assigned to the cosigner.
Required vs. Non-Required Data Labels
Data labels can have different requirements based on the information they are displaying. If a data label is set as a “Required Field” then the assigned signer must view or interact with that value before signing. Most data labels should be set as required, however there are some fields that you may not want to be required.
These are usually things that may not apply to every customer. Some examples include:
- Down Payments
- Adders
- Federal Tax Incentive
- HOA text boxes (assigned to the homeowner)
You can set a data label as required or not from the right-hand sidebar, under “Recipient”.
Note: Non-required data labels will be outlined, where required data labels will be filled in: