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). 

Transfer One or More Documents to Another User

 

This tutorial will show you how to transfer one, or multiple, documents from one user to another.

Note: If you are looking to transfer all the documents in one user account to another please see our tutorial, Transfer All Documents from One User to Another.

There are a couple of places to go to initiate a transfer of documents within your account in Signority’s Documents Folder.

Transferring One Document to Another User

We are going to start with a single document transfer.  Signority calls this ‘pushing a document’ to another account.

In your black sidebar menu click on Documents.

Documents Sidebard Menu

 

In your documents folder find the document you wish to transfer and select the dropdown menu on the far right of the document name. We will transfer the document ‘Anchor Text Tag Sizing (20)’.

Documents Folder - drop down menu arrow

 

Clicking on the down arrow will have the dropdown menu appear. In that dropdown menu hover over “More” (1) and this will have a submenu appear. In that submenu select “Push to an Account” (2).

Push

 

In the window that appears enter the username (email) of the user whose account you want to ‘push the document’ to (1).  Then click OK (2).

Transfer Document - Enter Other Users Name

 

When the pop up window disappears you will see that the document is now gone from your documents folder.

 

Transferring Multiple Documents to Another User

Transferring multiple documents to another user is just as easy as it was to transfer a single document.  You can follow these same steps to transfer only one document if you want.

In your Documents Folder check the box beside each document you want to transfer to another user. I am going to transfer “Bulk Sign Test_Liz Signority” and “Bulk Sign Test_Bob Signority”.

 

Note: If you transfer a document that is still “In Progress”, this process transfers the ownership of that document to the person you are transferring the document to.  This means once the document is finalized and everyone has signed it, they will receive the final document, not the user who originally sent it (you).

 

Transfer Multiple Docs - Selecting the docs

 

Then click on More in the top menu (1) and select “Push to an account” (2).

Document Transfer - Menu - Push to an Account

 

In the window that appears enter the username of the account you want to send the documents to (1) and then click OK (2).

Transfer Document - Enter Other Users Name

 

Once the window is gone you will see that your documents are no longer in your documents folder.

Document Transfer Successful

 

Congratulations, you have successfully transferred the documents to the other user account!

Transfer All Documents to Another User

 

Sometimes a person’s role within your organization changes and they are either moved to a team that doesn’t use Signority or they have left the organization.  In this case you will need to delete the user from your account.  

 

When deleting a user you first have to remove all of the documents in their account. To do this you have two options. 

  1. Delete the documents
  2. Move the documents to another user’s account

 

Note: The easiest way to ensure there are a manageable amount of documents to delete is to have a Retention Policy enabled. 

 

To move the documents to another user’s account check the box beside the user’s name (1), select More (2) in the top menu, and then choose Transfer Documents (3); as shown below.

In the modal window select a user to transfer the documents to in the Recipient drop down menu and select OK. 

All the documents are now transferred from the first user to the second user.