Signority integration with Microsoft Sharepoint and Office365

Signority’s integration with Microsoft Sharepoint and Office365 allows you to send files from Mircosoft directly to Signority to sign. Signed files will then be automatically saved into the same location as the original files.  To take advantage of this feature, make sure that your company has set up and enabled the integration.

To start off, log into your Office account, and then locate the document(s) you wish to have signed. In the top-side menu, find the “SignorityHandler” option, and select “Sign with Signority”.

You will be taken directly to Signority’s document editor page, where you can prepare the document(s) you selected for signing. From here, the sending and signing process is very similar to that of a regular document.

Once the document has been finalized, its PDF version will be saved in the same place as where the original document came from.

And that’s how to use the Signority integration with Microsoft Sharepoint and Office 365 to send documents for signing!

Enabling PDF encryption for signed packages

Signority gives you the option to secure the PDFs that you send out for signing. This option locks the PDFs in signed packages so that once downloaded, the PDF cannot be edited through a PDF editor. This helps ensure that your document remains secure even after signing and archiving.

To enable this option as an Admin, go into the “Branding” tab in your Signority account, and make sure that you have enabled Company Branding. Then check off the “Enable PDF Encryption” option.

And that is how you enable PDF encryption for your documents!

As always, if you have any questions or concerns, please email support@signority.com or call us at 1-833-222-1088!

 

How to split a document in Signority

Signority allows you to have multiple files in one document to send to recipients. In this article we will be going over how to download the finalized documents as its separate files to fit your archiving needs.

After logging into your Signority dashboard, click into “Documents” and identify the document that you need to download. Click on the dropdown menu on the far right, and select “Download”.

Now, select “Document (Separate PDFs)” in the dropdown displayed in the popup and hit “OK”. A zip file containing each PDF separately will be downloaded.

Note that the finalized email notification also contains the same three options for downloading:

And that is how to split a finalized document that contains multiple files! If you have any questions, you can email us at support@signority.com, or call our toll-free at 1-833-222-1088.

How to Import PDF Form Fields as Tags

In this article we’re going to go over how to import PDF form fields as tags when uploading a document into Signority.

To start, log into your Signority account, and start a new document by clicking on the “+New” button and selecting “New Document”. In the page that loads up, find the option in the bottom right of the page that says “Import PDF form fields as Tags”. Make sure to check the box off before you upload your fillable PDF form.

Once you’ve made sure that the checkbox has been checked off, upload your document into Signority, and hit “Next”. In the next page that appears, you will see that a recipient has been automatically generated. Make sure to edit the name and email address of the recipient and add any other recipients who may need to receive the document for signing.

Once you have added in all the information for your recipient(s), hit “Next” to view and design your document. You should see that there are tags placed at each PDF form field. Make sure that each tag is assigned to the correct recipient, and add or remove any tags as needed, then send the document out for signing!

And that’s how you import PDF form fields as tags in Signority!

If you have any questions, you can email us at support@signority.com, or call our toll-free at 1-833-222-1088.

Signing into Signority using SSO

In this tutorial, we will go over how to login to Signority through SSO.

First, you will need to make sure that your organization has set up SSO with Signority. Once you have verified that it has been set up, you are ready to go!

To start, go to the Signority login page. Then click on the ‘SSO’ option.

Since this is the first time you are using SSO to log in, you will see a prompt asking you to input your email domain. Input your domain and hit ‘OK’.

You will then be prompted to sign in with your email. Once you’ve signed in, you’re ready to start signing with Signority! Future logins will be done through the email account that you used.

If you have any questions, you can email us at support@signority.com, or call our toll-free at 1-833-222-1088.

How to securely share documents for viewing

Sometimes you might need to send several people a document to review, with no signatures needed. In this case, you can use the Signority Viewer feature to securely send someone a document.

 

Setting up a document to send for viewing is very similar to sending a document for signing. From your Signority dashboard, click “+New” in the top right corner of the page. Then click “New Document”. This will take you to the upload page where you can upload the required files.

 

 

Upload document

Once you have all your files uploaded, click “Add my Recipients”. This will forward you to the recipients page. In the “Recipient” section, click “Add Recipients”. This will add an empty recipient to the list. Note that by default, the recipient is set to be a signer. But in this case, since we want the recipient to view the document, we can change the recipient’s role to “Viewer” by clicking on the dropdown menu and choosing that option. Once you’ve done that, you can enter in the name and email address of your viewer. Repeat these steps until you have all the recipients ready in the list.

Add recipients as viewer

For each viewer, you can also add options to enable email and/or SMS authentication in order to ensure the security of the document.

Multi-factor authentication

After adding in your viewers, you can configure the other settings that are available on the Recipient page before proceeding to the next step.

Click on “Design my Documents” or “Next” to continue the set up. You will be brought to a document editor page. Since we have no signing that needs to be done, there are no tags that need to be added. Instead,  you can configure additional settings for the document, and then just click “Send”.

Send document to viewers

When prompted, select either the Legally Binding eSignatures option or the Digital Signatures option. For regular documents, the first option is recommended. But for highly sensitive documents, the Digital Signatures option provides useful tamper-proofing.

Digital or eSignature

Now your document has been sent! Your viewers will receive it shortly.

To learn more about using Signority, continue browsing our tutorials. If you have any additional questions, feel free to reach out to at support@signority.com!

Signing a Template Link (Linksigning)

For recipients, signing or completing a Template Link is a little different from signing a document that was directly sent to you. First, a Template Link is usually a public URL that anybody can have access to. As the signer of a Template Link, you may have been emailed this URL, or found it embedded in a website. Clicking on the URL brings you to a page where you must fill in your name and email address, as well as accepting the Signority Terms of Use.

Fill in the required information, then click on “Review Document”. This will bring you to a page where you can look over the document that you are about to sign. If you decide not to sign the document at this stage, you can close the window or exit the page. However, if you want to proceed to signing the document, click on the “Sign” button at the top right corner of the page.

Once you click the “Sign” button, two things will happen. First, you will receive an email with a link to your document. You can use this link to come back to the document later to complete it. Second, you will be redirected to a page where you can fill out and sign the form as usual!