Tag Font Size

Tag font size too large or too small for your documents? Customize tag font size on an individual case or global basis.

Individual Tag Font Size

  1. Start a new document or template
  2. Upload your file and add your recipients
  3. Drag and drop your tags onto the document/template
  4. Select the tag you would like to modify the font size of
  5. Click on the gear icon above the tag to open the tags settings
  6. Select the dropdown next to ‘font size’ and choose which size font you would like for the tag
  7. Click Save and continue with the rest of the document creation process

Customize Default Font Size

Role(s): Individual User, Team Admin, Super Admin

  1. To adjust this, open Global Settings (For team admins this is in the admin console under Settings)
  2. Under Document, select the dropdown for ‘Default Font Size for Tags’
  3. Choose what size font you would like for tags
  4. Click Save

What happens when I log a support ticket?

 

When someone either emails support at suppport@signority.com, or logs a ticket using our support form (available through the website and your Signority application Dashboard), an official Signority Support ticket is created and logged.

The person experiencing the issue will then automatically receive:

  • an email confirming that we have received your submission
  • an email with your support ticket number

Depending on the urgency of your issue, plan, and your organizations SLA (Service Level Agreement), you will hear back from one of our support representatives between 1 business hour and 2 days. This representative will work with you to resolve the issue as soon as possible.  View our Standard SLA.

Should your issue require a hotfix or patch we will give you the estimated timeline until the fix is in place, and then email you to confirm the fix once it has been initiated.

Usage Report

Available with: All Plans

Usage reports provide users with basic usage information for their accounts, including their team role, team usage, subteam usage, and individual usage. For Admins, it will also show the total usage of their team. Usage reports include: Signority provides users with various comprehensive reports that allow users to gain valuable insights into their account activities so that businesses and individuals can manage and monitor their accounts effectively.

Signority automatically generates a report at the end of every month, which will be titled “Monthly Report – Usage Report – “MONTH YEAR” which can be found on their respective pages. Monthly reports not covering everything you want out of a report? Run a customized report with specific dates that better fit your needs.

Accessing your usage reports can be done using the left sidebar menu.  On the bottom of this menu you will see an icon labeled Reports. From the User Menu, click on Reports, and then click on Usage Report in the menu that appears as shown below.

When the Usage Report page opens, you will see a window similar to the one below. On this page, you will have access to your monthly reports as well as any previous usage reports you have run.

How to Run a Usage Report

  1. Select the timeframe you wish the report to cover. You can either use one of Signority’s default timelines (1) or specify a custom timeframe (2) you require.
  2. Click Run (3) to have the report generated.
  3. Your report will be generated and will be listed under Saved Reports (4) and an email will be sent to you once the report is ready for you to view.
  4. Once you receive the email, go back to the Usage Report page to find your report under Saved Reports.
  5. Under Saved Reports (4) you can then click on the report to view it.
  6. Export the report as a CSV file using the “Download” button.

Note: Reports are run each night and will be ready by 8:00 am EST time the next morning. Otherwise, your report may take up to an extra 24 hours.

Usage Report Page Features

  1. Filter Results: When running a report, you can use the Filter Results dropdown to filter your reports by a Signority’s default timelines.
    Note: When you run one of these filters the results will not include the day you are making the request.The preset time periods are:

    1. Yesterday: The day prior
    2. Last 7 Days: The previous 7 days
    3. Last 30 Days: The previous 30 days
    4. Quarter to Date: Quarters are based on the calendar year, Jan-Feb, March-May, June-Sept, and Oct-Dec. For example, if you are running this report on August 8th you will receive a report for the dates of June 1 to August 7th
    5. Last Quarter: The quarter prior to the one you are currently in
    6. Year to Date: From January 1st to the day before running the report
    7. Subscription Period to Date: From your subscription start date (or last renewal date) to the day before you are running the report (If you are paying monthly, you will receive only up to the previous 30 days. If you are yearly, it will go back up to 364 days, depending on when you are running it.)
  2. Date from/to: If the Filter Results menu does not suit your need, these fields allow you to run a report for a specific timeframe that you require.
  3. Run: This button will send the request for the report to be generated.  Once complete, you will receive an email letting you know it is ready for viewing.
  4. Saved Reports: This is where your report will appear.  It will list the reports’ status as queued (queued to be generated), complete (ready to view), or opened.
  5. Rename: Rename the report by selecting the checkmark next to the report and then clicking “Rename”
The information that will be included in the report:
  1. User Name: The team member this information is relevant to.
  2. User Email: The email address associated with the respective team member.
  3. Document Storage: The amount of storage space used by the team member for storing signed documents.
  4. Documents Sent: The total number of documents sent by the team member.
  5. Average Time To Sign In: The average time it took for the team member to sign in to Signority.

Bulk Export

Available with: All Plans          Role: Super Admin, Billing Admin

In the case where you need to close your account or move your documents in mass, bulk export allows users to save copies of documents sent from a you and your organization. Similarly, if have enabled document retention so that your documents will be automatically purged from your Signority account after a specific number of days, bulk export will allow you to save copies of those documents to your device or an integration.

Note: If the files selected for the export are greater than 1GB, the documents will be automatically seperated into seperate files.

Running a Bulk Export

  1. Using the left navigation menu, go to the Bulk Export page to open the Export History page.
  2. Select Create Export.
  3. Choose what status of documents (1) you would like to export. (Select all the apply)
  4. Select the date range (2) to export documents from. (This will use the date last modified)
  5. [Optional] If you have an integration set up for your account/team, choose where you would like to export to. (3)
  6. Choose what file type (.ZIP or .TGZ) you would like to export as. (4)
  7. Click Export (5) to begin exporting the documents. (This will take a few minutes)
  8. Click View Exports (6) to return to the Export History page.

You will be sent an email once the export is done.

Export History Page

The export history page shows an overview of all of the exports made from your accounts. To access the bulk export history page, follow the steps below for your account type:

Individual Accounts:
  1. Select Bulk Export from the left navigation menu.
Team Accounts (Super Admin & Billing Admin):
  1. Navigate to the Admin Console.
  2. Select Bulk Export from the left navigation menu.

Page Features

When the Export History page opens, you will see a window similar to the one below. On this page, you will see an override of all of the exports you have made and can also create a new export.

The export history page include:

  1. Create Export: Opens the Bulk Export page which is where you can run an export from
  2. Document Period: Timeframe from with the documents were comported from
  3. Document Status: Document Status’s exported
  4. Export Date: Date the export was done
  5. Status: Status of the export
  6. Exported To: Where the export was made to
  7. Export Details: Overview of the documents included in the exportClick on the export you want to see the Export Details for
    1. Select the checkbox next to the file you want to see the documents for. (If the export has multiple files it will show more than one file)
    2. A list of the documents included in that file will appear, outlining each document’s name, owner, date last modified, its status, and the document size.
    3. [Optional] Click Download to download a CSV file of the exported details.

Masked Email

Available with: Custom Plans

Masking your email changes the ‘Reply to’ email when a notification is received, allowing you to use a more general company group email instead of your personal email for a more professional appearance.

Enabling Masked Email

  1. Navigating to the profile settings by clicking on your profile icon in the top right corner and selecting “Profile Settings”.
  2. Click on the “Account” tab and go down to the “Sender Settings” section.
  3. Check the “Enable Alternate Email to Send From” checkbox and then click the “Change” button below the text field to add the email you want to use as the alternate sender.
  4. In the window that appears, enter the email address you wish to add and click “Verify”.
  5. Check your email for the verification code sent by Signority. Copy the code and paste it into the designated field on the platform, then press “Confirm.”
  6. After successfully verifying the email, it will appear in the text field in “Sender Settings”.
  7. (Optional) If you want to make this email the default sender for all signing requests, select the checkbox for “Use this Email as Default for All Signing Requests” below the “Change” button.
  8. Press the “Save” button to apply the changes and confirm the setup of the masked email for sending electronic documents on Signority.

Custom eSignature Terms of Use

Available with: Custom Plan            Role: Super Admin, Billing Admins

Customize the terms of electronic signature use to meet your company policies.

Begin by navigating to the Admin Console and select “Branding.”

Then, under “Legal Notices,” “Custom Terms of Use,” type in your company’s terms of use and select “Save” when you are done.

How to Save Documents as PDF/A

What is a PDF/A file?

PDF-A files are the globally accepted standard for archiving electronic documents, enabling the consistent viewing of documents in their original format across various software platforms.

Standards PDF’s (Portable Document Format), are a standardized electronic document format which facilitates a reliable presentation and exchange of documents. The appended ‘A’ stands for ‘Archival,’ underlining PDF/A’s commitment to preserving content in its original form and prohibiting features unsuitable for long-term archiving.

Incorporating all elements of a document, including content, fonts, and colour information within the file, ensures that the document retains its original appearance and can be faithfully reproduced, regardless of the device used.

Save as a PDF/A

*Note: Available for enterprise plans. (Inquire with sales about enabling this feature.)

To save documents as a PDF/A file once it is completed, open Signority, then navigate to the ‘Admin Console’ and go to ‘Settings.’ The Global Settings pop-up will appear, and under the ‘Document’ section, select the dropdown for ‘PDF type output for finalized documents’. Choose PDF/A-2b and click save in the top right.

Your documents will now be saved as a PDF-A once they are finalized.

Setting up and Using a Printer Driver

Signority’s printer driver allows you to upload documents to your Signority account without having to exit your Windows desktop application. Uploading documents to Signority using the printer driver is like printing to a printer, but you’re printing to Signority.  In this tutorial, we’re going to show you how to download and use Signority’s printer driver. The printer driver will streamline and facilitate your signing processes.

Installation

You can download the Signority’s Printer Driver from the Printer Driver page.

On this page, you can choose between the 32-bit and 64-bit versions.

  • 32-bit English Only – Windows 8.1 & 10, Windows Server 2008 R2, Windows Server 2012, Windows Server 2016, Windows Server 2019
  • 64-bit English Only – Windows 8.1 & 10, Windows Server 2008 R2, Windows Server 2012, Windows Server 2016, Windows Server 2019

*Note that there may be some compatibility issues with Windows 11

Once you have downloaded the Printer Driver, you will want to run the installer. A warning will pop-up titled “Windows protected your PC”, which you can click “More info” and then “Run anyway”.
You can then continue with the installation process.

If you are not logged into an Admin account on the device, you will need an Admin to enter their password to allow the Printer to make changes to the device.

Once the installer has run, you will need to restart your computer.

Use Printer Driver

To use Print Driver, open the document you want to load into Signority from your desired Windows application. In this tutorial, we will be using Microsoft Word.

In the application, select print and then choose “Signority Printer” as the printer. Adjust your print settings as desired before pressing “Print”.

Signority’s Printer Driver will then open and prompt you to sign in to your Signority account.

Once you are on the printer driver, you can select “Send Files to Signority.” This will redirect you to the Signority platform editor page where you can change the settings, add recipients, and add tags, just as you would with a Regular Document.

*Note: You may need to log in to Signority on your browser before running the Printer Driver

 

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.