Uploading a Document with Anchor Text

If you have a document that has PDF form fields or anchor text, you can select those options first before uploading your document. This will let the system know to upload while searching for those options.

Available for: Custom Plan

Resend User Invite

Available with: Team Plans            Role: Super Admin, Team Admin

To resend a user invite, navigate to the Admin Portal by selecting Admin on the left-hand sidebar menu, then choose Users & Teams in the updated sidebar menu.

Admin Users and Teams

Once on the Users and Teams page, click the checkbox next to the user you would like to resend the invite for.

Then, select More>Resend User Invite in the bar above the table.

 

 

 

 

 

 

Editor Recipient Adding and Editing [Preview]

Available with: Custom & Enterprise Plans            Role: All Users 

An Editor recipient is a recipient type that allows the recipient to make changes to the document before it is sent for signing. They do not have any tags to fill or sign (unless added later in the signing order as a signer). The Editor must be the first recipient in the signing workflow, and any changes made by the recipients will be recorded in the document history.

Note: For any large errors, we recommend considering cancelling and resending the package.

 

Editor Recipient Abilities

  • Manage the document files:
    • Upload, remove, or replace files in the package.
    • Cannot change document settings, i.e. Signer Options.
  • Edit the recipient list:
    • Add, remove, edit, and reorder recipients
      • Cannot add, remove or edit an Encrypted Stamp recipient.
    • Configure, remove, or modify recipient options such as authentication, witnesses, and private messages.
  • Manage the document tags:
    • Add, remove, or edit tags.

Adding an Editor Recipient

  1. Begin by creating a new document, then upload your documents or go straight to the Recipients page.
  2. On the Recipients page, check the box next to Signing Order.
    Select Signing Order Checkbox
  3. Add your recipients, placing the person that you want to be the Editor as the first signer.
    Recipient editor should be the first recipient in the workflow
  4. On the first recipient, change their recipient role to Editor using the dropdown menu.
    Change their role to Editor in the dropdown menu
  5. Finish designing the document as you normally would, and then click Send (or Save if this is a template)

 

 

Available with: Custom & Enterprise Plans            Role: All Users 

The Editor role does not have any tags to fill or sign. Their purpose is to make changes to the package by updating or adding additional recipients and tags before it reaches the next recipient.

 

Editing a Document as an Editor Recipient

Editor recipients will receive an email similar to other recipients when they are assigned as an Editor, however, after opening the document and accepting the terms of use, they will be brought to a version of the editor page, rather than the signing page.

Editor Recipient email notification

On this page the Editor Recipient can review and make changes to the document package. This includes:

  • Uploading, removing, or replacing files in the package.
  • Adding, removing, editing, and reordering recipients
    • Cannot remove or modify Encrypted Stamp recipients.
  • Configuring, removing, or modifying recipient options such as authentication, witnesses, and private messages.
  • Adding, removing, or replacing tags that are on the document.

Once done, click Finish Editing, and the document will be sent to the next recipient.

Editor Recipient document design page

Resend a User’s Activation Email

Available with: Team Plans            Role: Super Admin, Team Admin

  1. Navigate to the Admin Portal by selecting Admin on the left-hand sidebar menu.
  2. In the updated sidebar menu, select Users & Teams.
    Admin Users and Teams
  3. On the Users & Team page, check the box next to the user whose activation email you want to resend.
  4. In the action menu above the users table, click More>Resend User Activation Email.
  5. A confirmation pop-up will appear — click OK to confirm and resend the activation email.

 

Change a User’s Email Before Resending

If you need to change the user’s email address before resending the activation email:

  1. On the Users & Teams page, check the box next to the user.
  2. In the action menu above the users table, click More > Edit.
  3. In the pop-up, update the user’s email (or any other necessary information), then click OK.
  4. You can now resend the activation email to the updated email address using the steps above.

Checkbox Tag

Add a Checkbox Tag

  1. Create a document or template as usual, adding the files and recipients.
  2. In the document editor, under Tags on the left panel, add the Checkbox tag to your document.
  3. Click the “+” symbol at the bottom of a checkbox to add additional checkboxes to the group.
  4. Click and drag the individual checkboxes to your desired position.
    Tip: For precise alignment, you can select the entire group and use the alignment tool on the right panel.

Validate a Checkbox Group

In Signority, you can validate checkbox groups to enforce how many checkboxes a recipient must or can select by using the “Group Validation” setting.

  1. Select a checkbox tag that is a part of a checkbox group.
  2. Click on the gear icon to open the checkbox group settings.
  3. Under “Group Validation, ”  select from the following options:
    • Select at least
    • Select at most
    • Select exactly
  4. Set the value of checkboxes they can select.

Example: If you require your client to select a maximum of (2) training sessions, you set validation to “Select at most” and enter a value of 2.

 

Upload Files to New Document

Once you start a new document, you can add the files you want in your e-sign document. You will be brought to the ‘Upload’ page on the document designer, where you can either drag and drop your file(s) into the grey area or select the Upload From Computer button in the middle of the page.

A message will appear when a document is successfully uploaded, and the name of the document will be listed on the right panel under ‘Uploaded Files.’

Start a New Document

You can start a new document from the top header in Signority. Click +New > New Document.

You will then be brought to the document design wizard to set up your document for e-sign.

On the upload page, you can upload your files.

On the recipients page, you can add your recipients and customize the email message and notification settings.

On the document editor, you can finish preparing your document for signature, add tags for recipients to fill.

Encrypted Stamps

Available with: Custom Plans

Encrypted Stamps give a recipient the authority to place an encrypted stamp on the document that represents your organization’s department.

 

Setting Up an Encrypted Stamp

Role(s): Team Admin, Super Admin

  1. Navigate to the Admin Console
  2. In the left side menu select Settings > Stamps.
  3. Select the Add New button at the top right of the page.
  4. On the pop-up select Encrypted Stamp.
  5. Enter the following details:
      • Name: Name of the electronic seal
      • Email: The email of the person (signer) who can apply the electronic seal on to the document
      • Password: The signer will require this password to apply the seal.
      • Graphic:
        • File: PNG or JPEG of the electronic seal
        • Display Subject: Seal Name
        • Display Date: Date that the seal is applied
        • Display Time: Time that the seal is applied
        • Display Reason: Reason for seal being applied
      • Users/Teams: Select the users/teams that can request that an electronic seal be applied to their documents. You may select either an individual or a  team. If you select a team you do not have to select the individuals within the team.
        Note: When you select a team, the whole team will have the ability to request an eSeal, even though the box beside each team member is not checked.
  6. Click OK when you are done.

The encrypted stamp will now appear on the Stamps page. To edit the stamp, click the pen icon button to the right of the stamp.

Adding an Encrypted Stamp to a Document or Template

  1. Begin by creating a new document, then upload your documents or go straight to the add recipients page.
  2. On the recipient’s page, add the recipients for your document.
  3. Add the encrypted stamp recipient by clicking the Ellipses button next to Add Me and select Add Encrypted Stamp.
  4. On the new recipient that was added, select which encrypted stamp you wish to request from the dropdown.
  5. Add the rest of your recipients and then click next to proceed to the document editor page.
  6. Select the encrypted stamp recipient on the left menu, and the Encrypted Stamp tag will appear as an option under ‘Tags’ on the left menu.
  7. Drag and drop the Encrypted Stamp onto your document.

    Note: An overlay of the Encrypted Stamp will appear to show how the seal will look once it is applied.
  8. Finish setting up your document and then click Send.

The email associated with the electronic seal will be sent an email when the document is ready for them to apply the seal.

Applying an Encrypted Stamp

  1. Open the document for signature.
  2. On the “Document for your Secure Access” popup, enter the password for the encrypted stamp.
  3. Agree to the terms of use and click OK.
  4. Select the encrypted stamp tag to place the stamp.
  5. Click Finish.