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!

Available with: Advanced Team and Custom Plans

Formulas allow you to automatically populate a tag with a value based on the values of other tags in a document. They are limited to the prefillable text and number tags—tags that can be filled out by the document sender prior to sending out the document for signing—as well as text tags.

In Signority, there are three types of formulas you can create:

1. Conditional Formula
   Signority’s conditional formula tags let you set a tag’s value based on a condition.
2. Copy Formula
   The Copy formula allows a tag to take on the value of another tag.
3. Sum Formula
   The Sum formula allows a tag to take the value of the sum of the values of multiple tags.

Set up a Conditional Formula

1. To start, create a new Document or Regular Template, upload your files, and add the necessary tags.
2. Select the prefillable tag or text tag that you would like to create a formula for, open the settings by clicking on the tag to select it and click on the gear icon. The tags settings window will pop up, locate the line called “Saved Conditions” and click on the ellipsis button. A new popup window will appear where you will build your formula.
3. In the pop-up, select the “Conditional” option from the formulas dropdown.
4. Then next to “IF Tag”, select the tag that will be used for the condition.
5. After that, select a comparison operator under “is” and a “value” to compare the tag’s value to.
6. Finally, enter the text that the tag should take on if the condition is met.
7. 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”.
   
   
8. Once your formula is complete, click “+Add” at the bottom of the popup, then click “Save” to return to the tag’s settings. The condition line will now be marked as “Defined”.
   
   

Set up a Copy Formula

1. To start, create a new Document or Regular Template, upload your files, and add the necessary tags.
2. Select the prefillable tag or text tag that you would like to create a formula for, open the settings by clicking on the tag to select it and click on the gear icon. The tags settings window will pop up, locate the line called “Saved Conditions” and click on the ellipsis button. A new popup window will appear where you will build your formula.
3. In the pop-up, select the “Copy” option from the list of formulas.

   

4. Next to tag, choose the name of the tag you wish to copy the value from.
5. Once your formula is complete, click “+Add” at the bottom of the popup, then click “Save” to return to the tag’s settings. The condition line will now be marked as “Defined”.

Set up a Sum Formula

1. To start, create a new Document or Regular Template, upload your files, and add the necessary tags.
2. Select the prefillable tag or text tag that you would like to create a formula for, open the settings by clicking on the tag to select it and click on the gear icon. The tags settings window will pop up, locate the line called “Saved Conditions” and click on the ellipsis button. A new popup window will appear where you will build your formula.
3. In the pop-up, select the “Sum” option from the list of formulas.
4. Next, to choose the tags to be included in the sum there are two ways you can do this:
   1. Use Shift + Click to select a range.
   2. Ctrl + Click (⌘Cmd + Click on Mac) to select a single tag in addition to other already selected tags.

      

5. Once your formula is complete, click “+Add” at the bottom of the popup, then click “Save” to return to the tag’s settings. The condition line will now be marked as “Defined”.

How to Edit a Formula

To edit a condition, complete step 2 again and then select the formula you wish to edit and click “Modify at the bottom of the pop-up. Make the necessary changes and then click “Save”.

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

In this article, you’ll learn how to import PDF form fields as tags when uploading a document into Signority. This feature automatically converts fillable PDF fields into assignable tags, making it faster to prepare documents for signing.

Importing PDF Form Fields as Tags for New Documents

1. Log into your Signority account. From the dashboard, click the “+ New” button and select “New Document”.
2. On the upload page, before uploading your files, make sure that the upload option “Import PDF Fields” toggle located below the upload area is enabled.
   
3. You can then upload your PDF into Signority and click Next.
4. On the recipients page, 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.
5. Once you have added in all the information for your recipient(s), click Next.
6. On the document editor, you should see that there are tags placed at each PDF form field. Signority will assign all PDF tags automatically to the recipient that was automatically created. If there are multiple signers in the workflow, you will need to go through and assigned the tags to the correct recipient.
7. Add or remove any tags as needed.
8. Once the document is ready for signature, send the document for signing.

Importing PDF Form Fields when Adding New Files to a Document or Template

If you are adding a new file to your e-signature document on the editor for either documents or templates you can do so in the files pop-up.

1. In the editor, select Edit next to Files or if you haven’t uploaded any files yet, select the Add Files button in the middle of the screen.
2. In the pop-up that appears, ensure that the “Import PDF form fields as Tags” checkbox is checked.

   Note: At least one recipient must be added before enabling PDF form field import on the document editor.

   

3. You can then upload your PDF files by clicking Choose Files.
4. Click Close when the files have been uploaded.
5. On the document editor, you should see that there are tags placed at each PDF form field. Signority will assign all PDF tags automatically to the recipient that was automatically created. If there are multiple signers in the workflow, you will need to go through and assigned the tags to the correct recipient.
6. Add or remove any tags as needed.
7. Once the document is ready for signature, send the document for signing or if it is a template you can make sure it is saved and then select the dashboard icon in the top left of the header to exit the editor.