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.

Available with: Custom Plans

Types of Stamps

Signority offers two types of stamps with varying levels of authority.

Standard Stamps

Standard stamps, simply referred to as Stamps, are a form of authentication used to convey official authorization or approval. They are applied to a document using the Stamp tag that can be added by the sender as part of the document package, or the sender can allow the recipient to add the tag themselves after the document has been sent for signature. During the signing process, if the sender has added a stamp tag or if the recipient has added one themselves, the recipient can (if permitted by the sender) upload an image of the stamp or they can select an activated, predefined stamp. Stamps can be predefined for team(s)/user(s) by super admins and team admins on the Admin Console’s Stamps page. Team(s)/user(s) assigned a stamp will have access to that stamp when signing the document.

Learn more about stamps and how to predefine them here.

Encrypted Stamps

Encrypted stamps, formerly named Electronic Seals, add an additional level of authority. They apply an encrypted stamp to a document on behalf of an organization and use various authentication methods to ensure they are applied by the person who is authorized to use it. Encrypted stamps must be set up by a team or super admin on the Admin Console’s Stamps page. 

Unlike Stamps, teams/users who are assigned to an encrypted stamp are typically not the ones applying the stamp to the document. They only have the ability to request that a stamp be placed but they can not apply it unless authorized.

Learn more about how to set up and use and encrypted stamp here.

Activating/Deactivating Stamps

Electronic seals are automatically active once they are made. However, if you wish to deactivate or reactivate them, you can do so by clicking on the “Active” or “Inactive” buttons under the Status column on the Stamps page.

Available with: Custom Plans

Stamps are a form of authentication used to convey official authorization or approval.

Predefining an Encrypted Stamp

Role(s): Team Admin, Super Admin

Super admins and team admins can predefine a stamp for a team(s)/user(s) so that they will have access to that stamp when signing a document. 

1. Navigate to the Admin Console.
2. In the left side menu select Settings > Stamps.
3. At the top right of the page, select the Add New button.
4. On the pop-up, select Stamp.
   

5. Enter the following details:
   • • Name: Name of the electronic seal
     • Upload Graphic: PNG or JPEG of the stamp
     • Users/Teams: Select the users/teams that have access to that stamp when signing a document. You may select either an individual user or a team as a whole. When you select a team, the whole team will have access to that stamp.
       Note: If you select a team, you do not have to select the individuals within the team.
       
6. Click OK when you are done.

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

Adding a Stamp Tag as a Sender

Role(s): Sender

By default, recipients are able to a upload their own stamp to a stamp tag. You can change this on the document as is covered in this tutorial or you can change these default settings under Settings > Global Settings > Signer Options and toggle to set the default to enabled/disabled.

1. Begin by creating a new document, then upload your documents or go straight to the add recipients page.
2. Add the recipients for your document.
3. [Optional] Enable/disable recipients from uploading their own stamp.
   1. To the right of the recipient, select the Elipsis > Recipient Permissions.
      
   2. Toggle the checkbox on or off.
      
4. Click next to proceed to the document editor page.
5. Select the stamp recipient on the left menu, and the Encrypted Stamp tag will appear as an option under ‘Tags’ on the left menu.
6. Drag and drop the stamp onto your document.
   
7. 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.

Enable Signers to Add their Own Stamp Tag

Role(s): Sender

By default, recipients are not able to add their own stamp tag to the document. This tutorial covers how to change this on the document, however, you can change the default setting under Settings > Global Settings > Signer Options.

1. Begin by creating a new document, then upload your documents or go straight to the add recipients page.
2. Add the recipients for your document.
3. To the right of the recipient, select the Elipsis > Recipient Permissions.
   
4. Toggle the checkbox on or off.
   

Adding a Stamp Tag as a Signer

1. Open the document for signature.
2. Agree to the terms of use and click OK.
3. Drag and drop from the Stamp Tag to the right of the document to place the stamp.
   
4. Adjust the location and size of the stamp.
5. Select the stamp tag to upload or select a predefined stamp to place on the document.
6. Fill in any other tags assigned to you.
7. Click Finish to complete the signing process.