When Is a Document Package Deducted?


When a document package is deducted from your subscription amount depends on how the document is being accessed.

If you are sending a document using; a New Document, a Regular Template, or a Bulk Sign the document is deducted from your allotment once you hit Send.

A Template Link is counted each time a signer adds their name and email address and then clicks OK to access the document.

For all of these instances it does not matter if the document has been signed or not.  A document is considered completed once it has expired, completed the signing workflow, or has been cancelled.

If you cancel a document to make a correction and resend it with our Cancel & Resend feature, then you will only be charged for one document package.


Add a folder to your Templates folder


To add a subfolder to your Template Folder choose Templates in your sidebar menu (1).  Then in the template folder click on +New Folder on the bottom of the default subfolder list (2).

Then in the modal window that pops up enter what you wish to name the folder(1)  and then click OK (2). 

Once done you will see your subfolder(2) in the Custom subfolder section under the default subfolders.

Branding Overview


Available with: All Team Plans   Role: Super Admin


This page will give you an overview of the Branding content you can enter within Signority.

Your Branding section can be found in your Admin console.  From your Dashboard you can click on “Admin” in the left sidebar menu.

In your Admin console, or dashboard, in your revised sidebar menu you will see Branding (or if you have the menu collapsed click on the Star icon)

A modal window will appear and the first section you will see is where you will:

  1. Put your Company Name
  2. Check the box for company branding – this allows you to upload your logo
  3. Click on the boxes to upload your logo (one for the email notifications and one for the signing page)
  4. Details of the optimal image size for each logo


The next section is where you will enter any default information for your email notifications.  

  1. Email Subject: this will override Signority’s default email subject line.  
  2. Email Footer: this will override the default content Signority has in email footer.
  3. Email Signature: here you can set a default email signature that, if locked, will override user signatures.
  4. Email Tagline: this line appears under your logo and can be used to enter your company’s tagline.
  5. Signer Help Content: this is where you can enter information to assist your signers in the signing process.

After the custom content you can enter, you will see a preview of your email with the tagline (1), signature (2) and footer (3).  In our sample we left the default footer content.

Next you have the Terms of Service. The terms of service entered here will appear with the Signority Terms of Use.  (you must contact Signority if you want this feature enabled fully)

Lastly we have the SMTP protocol section.  This will allow you to have all email notifications go through your servers rather than Signority’s.  Doing this will have the emails come from you and not us. I.e.: Don Harbour (contracts@yourcompanyname.com) and not Don Harbour (secure@signority.com). 

Transfer One or More Documents to Another User


This tutorial will show you how to transfer one, or multiple, documents from one user to another.

Note: If you are looking to transfer all the documents in one user account to another please see our tutorial, Transfer All Documents from One User to Another.

There are a couple of places to go to initiate a transfer of documents within your account in Signority’s Documents Folder.

Transferring One Document to Another User

We are going to start with a single document transfer.  Signority calls this ‘pushing a document’ to another account.

In your black sidebar menu click on Documents.

Documents Sidebard Menu


In your documents folder find the document you wish to transfer and select the dropdown menu on the far right of the document name. We will transfer the document ‘Anchor Text Tag Sizing (20)’.

Documents Folder - drop down menu arrow


Clicking on the down arrow will have the dropdown menu appear. In that dropdown menu hover over “More” (1) and this will have a submenu appear. In that submenu select “Push to an Account” (2).



In the window that appears enter the username (email) of the user whose account you want to ‘push the document’ to (1).  Then click OK (2).

Transfer Document - Enter Other Users Name


When the pop up window disappears you will see that the document is now gone from your documents folder.


Transferring Multiple Documents to Another User

Transferring multiple documents to another user is just as easy as it was to transfer a single document.  You can follow these same steps to transfer only one document if you want.

In your Documents Folder check the box beside each document you want to transfer to another user. I am going to transfer “Bulk Sign Test_Liz Signority” and “Bulk Sign Test_Bob Signority”.


Note: If you transfer a document that is still “In Progress”, this process transfers the ownership of that document to the person you are transferring the document to.  This means once the document is finalized and everyone has signed it, they will receive the final document, not the user who originally sent it (you).


Transfer Multiple Docs - Selecting the docs


Then click on More in the top menu (1) and select “Push to an account” (2).

Document Transfer - Menu - Push to an Account


In the window that appears enter the username of the account you want to send the documents to (1) and then click OK (2).

Transfer Document - Enter Other Users Name


Once the window is gone you will see that your documents are no longer in your documents folder.

Document Transfer Successful


Congratulations, you have successfully transferred the documents to the other user account!