Workaround – SMS Email Authentication Workaround

You may have had some customers informing you that they are not receiving the text messages containing the one-time code to verify their identity. This issue is known to our 3rd party operator and we are working closely with them to resolve the issue.

In the meantime here are two ways you can still use the one-time code method to verify their identity. 

First Option: Give them to code 

When they call or write in to let you know it has not arrived you can give them the one-time code that was sent to them. 

To find the code follow these steps:

  1. Go to your Documents Folder and find the document you sent your client (1)
  2. Click on In Progress to the right of the document name. (2) This will open a page in a new tab.
  3. In this new page (Document History) click on Recipient List in the top menu options.

  4. Next to the recipient’s name (1) you will see the one-time code (2) to give to your client so they can access the document.

Second Option: Use Email to Send One-Time Code 

Choose the Email  Authentication option. 

To do this click on the same lock icon you used to add the SMS Authentication. Here you have 2 options. You can either:

  1. send the one-time code to the same email address that the email notification was sent to, 
  2. or you can send the one-time code to a secondary email address that belongs to the recipient.

Only selecting the first checkbox, as seen in the first signer example below  will have the one-time code sent to the same email address as the document email notification..

Checking both checkboxes (1) as seen for the second signer below will then allow you to enter a secondary email address (2)  to send the one-time code to.

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).