Getting Started

• Creating and Using Electronic Signature Templates
• Customizing Company Branding Settings
• Electronically Signing a Document for Yourself
• How to Create an Electronic Signature Document for Others
• Prefillable tags
• Sign Documents Online as Recipients
• Signing into Signority using SSO
• Tag Settings: Assigning Tags to Specific Signers & Making Tags Optional
• Tags Overview
• Track and Monitor Document Status and Workflow
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Sending Documents

• Cancelling documents
• Conditional routing with Conditional Signers
• Creating A Signing Order for Your Documents
• Customizing Company Branding Settings
• Customizing the Invitation Email
• Documents for In-Person Signing
• Electronic Signature Authentication Using Email & SMS
• Electronically Signing a Document for Yourself
• How to Import PDF Form Fields as Tags
• How to securely share documents for viewing
• How to use Anchor Text
• Masking Sensitive Information using Masked Text Tags
• Multi-Tag Editing for Faster eSign Prep
• Notification Reminder and Deadlines Options for New Documents
• Resend Documents to Signers
• Setting Up Documents with Witness Signers
• Signority Formulas
• Tag Settings: Assigning Tags to Specific Signers & Making Tags Optional
• Tags Overview
• Template Overlay for Dynamic Documents
• Using Page View Evidence for Sensitive Documents
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For Signers

• Creating Your Default Signature Design for One-Touch Signing
• Documents for In-Person Signing
• Electronic Signature Authentication Using Email & SMS
• Electronically Signing a Document for Yourself
• Recipient Witness Signing
• Rejecting Documents As The Signer
• Sign Documents Online as Recipients
• Signing a Template Link (Linksigning)
• Switch Signer Responsibilities to Another Person
• Tags Overview
• Unlocking an account
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Managing Your Documents

• Changing Signers and Resending Invitation Emails
• Copy Notification Emails to Record All Signer Interactions
• Creating A Signing Order for Your Documents
• Creating and Managing a Document Deadline
• Document Retention
• Enabling PDF encryption for signed packages
• How to split a document in Signority
• Notification Reminder and Deadlines Options for New Documents
• Resend Documents to Signers
• Setting Your Default Automatic Reminder and Notification Settings
• Sharing Documents and Templates with Your Team
• Signority's Inbox
• Track and Monitor Document Status and Workflow
• Using Page View Evidence for Sensitive Documents
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Working with Templates

• Bulk Send Documents for Signing
• Combining Templates into one Document
• Creating and Using Electronic Signature Templates
• Publishing Template Links for Online Signing
• Template Overlay for Dynamic Documents
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Account & Team Management

• Copying other users on Overage Notifications and Invoices
• Creating Your Default Signature Design for One-Touch Signing
• Customizing Company Branding Settings
• Disable/Enable New Device Login Notifications
• Global Profile Settings for Teammates by Administrators
• How are documents counted towards my usage?
• How to check my team account's usage
• How to set up 2-Factor Authentication on your user account
• IP Address Whitelabeling
• Managing Subteams and Teammates
• Security Report
• Setting Your Default Automatic Reminder and Notification Settings
• Team Account Roles and Permissions
• Unlocking an account
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Electronic & Digital Signatures

• Are Electronic Signatures Legally Binding?
• Benefits of Digital Signatures
• What is an Audit Trail?

Integration

• Setting up SFTP for custom document storage
• Signority Integration with Amazon S3 Bucket for Storage
• Signority integration with Microsoft Sharepoint and Office365

Security & Privacy

• Advanced Recipient Controls with Signer Views
• Benefits of Digital Signatures
• Electronic Signature Authentication Using Email & SMS
• How to securely share documents for viewing
• How to set up 2-Factor Authentication on your user account
• IP Address Whitelabeling
• Masking Sensitive Information using Masked Text Tags
• Recipient Witness Signing
• Security Report
• Setting Up Documents with Witness Signers
• What is an Audit Trail?
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Printer Driver

• Signority Printer Driver