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.

 

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.

 

Stamps Page Overview

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.

Predefining Stamps

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.

 

How to Verify a Digital Signature

 

To verify a Digital Signature is valid using third party validation, simply open any document signed in Signority in any Adobe Reader.

At the top of the document, you will see a blue ribbon (bar) that will validate the signature (1). You can also click into the Signature Panel (2) if your technical team requires any information from the Digital Certificate itself.

Adobe Blue Ribbon Validation

If the document loaded quickly and you see that one of the signatures requires further validation, try refreshing the document. This will typically complete the validation process and when it reloads it should verify all the signatures are valid.

 

Find/Generate My API Key

 

Availability: Team Plans         Role: Administrators

 

To find or generate an API Key to use when integrating Signority with another software product go to the Integrations page in your Profile Settings.  To get to the Integrations page from your Dashboard:

1 – Hover over your initial in the top right corner (1) and in the menu that appears select Profile Settings (2).

Profile dropdown menu
2 – Select Integration in the top menu.

 

The second section on the page is where you can find or generate your API Key Generation.

If the text boxes are empty as below you will need to generate your API Key and Authorization code.  To do this simply click the Generate button (1) and then the Save button (2). Then simply copy the Key and/or Code.

Empty API Key fields

 

If there is already content in each of the two fields as below, congratulations you have found your API Key and Authorization Code.  Simply copy what you need.

API Key Generated

Create a New Document

  1. In Signority, on the top header, click +New > New Document.
  2. Begin by uploading the document you wish to use by either dragging and dropping it into the grey area or using 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. ‘

    Note: 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.

  3. Click Next to go to the Recipients page.
  4. On the Recipients page, select Add Recipients and enter their names and email addresses, or if you will be a signer, you can simply select Add Me to add yourself.
  5. You can also create a signing order by selecting the Signing Order checkbox and reordering the recipients by either dragging them or typing in their order number. This allows you to create a sequence for your signers and further customize the workflow to fit your needs.
  6. You can then personalize the invitation email to your signers by changing the email subject line and body message to suit your needs.  You can also customize an email reminder schedule and set up capturing page view evidence from your signers on the right panel.
  7. Click next to go to the document editor.
  8. On the editor page, add Tags to your document and assign them to the correct role by selecting the tag and using the drop-down. Continue adding tags through the rest of the document

    Tip: You can also pre-fill the tags by simply clicking on the tag and then typing.
  9. To edit a tag’s settings, select the tag and then click on the gear icon.
  10. Review your document before clicking Send in the top right.

Congratulations on sending a document with Signority!

Submit a Support Ticket

 

NOTE: Once you complete the first step you will be taken to our parent company site FileCloud.com.  We have combined our support tracking into one platform for efficiencies.

1. Go to the Signority Support Centre and click on Submit a Support Ticket.

Submit a Support Ticket

2. Login to the Portal, or click Register at the bottom if you haven’t created an account already.

3. Once you are logged in and ready to submit your ticket request choose the Signority Support option.

Signority Support Option

4. The first part of the form is all about your ticket and the issue you need resolving.  As you can see below you will need to fill out:

  1. The Priority of the issue: Low, Normal, High, Critical (Critical is reserved for when the site is down)
  2. CC: Do you want to cc anyone on the ticket communications
  3. Subject: What the ticket is about
  4. Message: Please give as much detail as possible.
  5. Add Attachment: Please attach any screenshots of the error or issue if you can.

Top Ticket Section

5. In the bottom section we ask for information that allows us to know:

  1. Company Name: The organization you are with (optional for individual accounts)
  2. Phone Number: Where we can reach you if we need more information and it’s time sensitive.
  3. Plan: What plan you are on. (If you are a regular user you may need to ask an Admin.)
  4. Account Type: Is the issue affecting your main account (used for business), sandbox account (testing), or both?
  5. Your Role: Are you a Team Billing Admin, Super Admin, Team Admin, Doc Admin, or Regular User (this can be found on your Dashboard in the top with the subscription information – if you do not see it, you are a Regular User)
  6. Submit: Once you have filled in all the required information click this button to submit the ticket. You will then receive an email confirming your ticket has been received along with the ticket number.

Bottom Ticket Section

Register for Customer Support Portal

 

There are two places you can get to the registration page from:

1 –   Signority’s Support Centre page

Submit a Support Ticket

 

2 – Submit a Ticket page (if you accidently clicked Submit a Support Ticket before registering)

When you arrive at the registration page you will be asked for the following information:

  • First Name and Last Name
  • Email address
  • Password and then to confirm the password
  • Phone number
  • Country
  • Time zone
  • Organization *Mandatory if a corporate account
  • License Key – Ignore if you do not have the FileCloud service.

Once you have filled in all the fields, click the blue Register button.

Customer Portal Registration

Signer 2FA: One-time-passcode (OTP)

 

Setting Up a One-Time-Passcode

Available Plans: All               Roles: All Roles

When creating the workflow for a document you can set that a signer or viewer requires a one-time-passcode (signer 2FA) to access the document. This passcode is good for one use only and will expire at a time you set if not used. 

When you set  a one-time-passcode (OTP) for someone in your signing workflow, they will also have to enter a OTP anytime they want to access the final document from the server. 

To require  a signer to receive an OTP, in the workflow click the lock icon in the signer row. A section will appear underneath the signer where you can set how they will receive the OTP (SMS, Email, Secondary Email).

One time passcode

 

Set the Expiration Time for One-Time-Passcodes

Available Plans: All               Roles: Billing and Super Admins  

When you set that a recipient must enter a one-time authentication code to access the document you can now set how long that code is valid for.  

 To set the expiration time: 

  1. Go to Admin >> Settings >> Global Settings 
  1. In the Global Settings menu select Security 
  1. Go to Authentication code expiration period and choose the timing of your choice. You may set it using minutes, hours, or days. 

One-time authentication code settings