Signority Formulas

Formulas allow you to automatically populate a tag with a value based on the values of other tags in a Signority Package. Formulas are limited to prefillable tags, which are tags that can be filled out by the Signority Package sender prior to sending out the document for signing.

To set up a formula in a Signority Package, first create a new Document or Regular Template. Then upload the files that will be part of the Document or Regular Template. Once the files have been uploaded, add the necessary tags and prefillable tags for the document.

Now locate the prefillable tag that you would like to create a formula for. Select the tag, and click on the gear icon. In the window that pops up, locate the line called “Saved Conditions” and click on the ellipsis button. A new popup window will appear. This is where you will build your formula.

Conditional Formula

To build a conditional formula, select the “Conditional” option from the list of formulas.

Then select the tag that will be used for the condition. After that select a comparison operator and a value to compare the tag’s value to. Finally, enter in the text value that the tag should take on if the condition is met. At the end, you will have something that looks like the following.

This conditional formula says: if the tag named “Cost 1” is greater than 1000, then set the tag to contain the text “CEO Approval”.

Once you’ve created the condition, make sure to click the “+Add” button to save the condition. Then when you’ve finished adding all the necessary conditions, hit “Save”.

Copy Formula

The Copy formula allows a tag to take on the value of another tag. To set it up, simply choose the “Copy” option from the list of formulas. Then choose the name of the tag you wish to copy. When you’re done, hit “Save“.

Sum Formula

The Sum formula allows a tag to take the value of the sum of the values of multiple tags. To create a sum formula, choose the “Sum” option from the list of formulas. Then choose the tags to be included in the sum. Use Shift + Click to select a range, and Ctrl + Click (⌘Cmd + Click on Mac) to select a single tag in addition to other already selected tags. Finally, hit “Save” to save your sum formula.

This feature is actively being enhanced. Stay tuned for more formulas in the future!

Conditional routing with Conditional Signers

Conditional Signers allow you to route a document to a different recipient based on document package data. Conditional Signers are available for both regular Signority Documents, as well as Signority Regular Templates.

Setting up a document or template for conditional routing

In order to set up conditional routing for a document or template, you need to add a conditional signer. After adding a recipient to a document or template, locate the dropdown menu on the left of the listed recipient. From the dropdown menu, select “Conditional Recipient”.

Next, add all necessary prefillable tags onto the document. Prefillable tags allow a sender to fill in information prior to sending out a document. Now, go back to edit your recipients, and next to your conditional recipient, locate the ellipsis button on the far right.

Next, in the window that pops up, create the conditions that will dictate who the document will be routed to. Follow the steps below to create a conditions:

  1. Select the type of “Formula” to be used. In this case, the only option is the “Conditional” option.
  2. Select the name of the tag that you want your condition to be based on
  3. Select the comparison operator that you want to use. Note that conditions are limited to comparing numerical values. The operator ELSE acts as a default condition. In other words, if none of the other conditions are met, the document will be routed to the recipient defined under the ELSE condition.
  4. Type in the number against which you want to tag’s valued to be compared. For example, a dollar threshold amount.
  5. Type in the email address of the recipient that the document should be routed to if the condition is met.
  6. Hit the “+Add” button to add the condition to the list of saved conditions.

To modify a saved condition, click on the condition from the “Saved conditions” list. The details of the condition will appear in the condition editor. Once you’ve modified the necessary details, click “Modify” to save your changes.

To clear all saved conditions click “Clear”.

Once you’ve put in all the necessary conditions for your conditional recipient, click “Save”. Your document or template is now ready for conditional routing.

Reassigning Signature or Initial Tags

Signority also allows the sender to reassign a signature or initial tag to a different recipient using a condition. To use this feature, follow the steps below.

  1. Create a regular Document or Template with more than one recipient
  2. Place your tags
  3. Locate and select the signature or initial tag that you want to reassign
  4. Click on the gear icon that appears above the selected tag, and find the “Saved Conditions” line
  5. Click on the ellipsis button
  6. Set up your conditions. The setup process for each condition is very similar to the process described above for conditional signers. The only difference here is that instead of typing in the email address of the recipien, you can choose from a dropdown of recipients that you have already added to the Document or Template

Once everything has been setup, make sure to click “Save“, and your signature tag will now be automatically reassigned to the correct recipient based on which condition is met.

This feature is actively being enhanced and improved. Stay tuned for more updates!

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

Multi-Tag Editing for Faster eSign Prep

Long forms with lots of fields can be a hassle to prepare for signing. Here is a list of actions and keyboard shortcuts that will speed up your Signority eSigning work.

Document or Template Editor Page

  • Click and Drag to select multiple tags at a time. After releasing the mouse, you will see an editor panel appear in the right side of the page with the following options
    • Delete All: deletes all selected tags
    • Transform: Each button aligns selected tags either to the left, right, top, or bottom
    • Required: Set all selected tags to be required or optional
    • Recipients: Change the recipient assigned to the selected tags
  • Ctrl + Click (Cmd + Click on Mac): Will select a tag in addition to any other tags that are already selected
  • Ctrl + C (Cmd + C on Mac): Copies a selected tag
  • Ctrl + V (Cmd + V on Mac): Pastes copied tag
  • Right Click -> “Copy”: Copies multiple selected tag
  • Right Click -> “Paste”: Pastes multiple copied tags

Signority’s Inbox

Similar to an email inbox, Signority’s inbox is a repository in the platform that displays and accepts any incoming documents sent to you for signing. 

The number inside the red circle represents the number of uncompleted documents that you have been sent.

Displayed on the left-hand side of the inbox is a subsection with folders including an “All documents” folder, a “Shared Documents” folder, a “Trash” folder, a default “Home Folder”, and finally any additional folders you may have added.

Documents displayed in the Signority inbox allow you to directly access and sign documents sent to you. This way, you don’t need to access the email invitation that was sent to you. To sign a document, just click the document’s title. You will then be taken to the Signority signing page to sign the document.

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!

For more details, check out our video tutorial:

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.