What Happens When I Cancel My Subscription?

 

When you cancel your subscription with Signority, your account will be suspended at the end of your current billing cycle. What does this mean?

  1. You cannot send any new documents for signing
  2. Any documents sent out for signing prior to your subscription cancellation can be completed up to their expiry date.
  3. Thirty (30) days after your subscription has been cancelled, all documents in your account will be deleted as per our privacy policy.
  4. Your account will still be accessible for 2 years afterwards should you decide to reactivate it.

If you plan on cancelling your account, we recommend that you:

  • Cancel 48 hours prior to your renewal date
  • Make sure you have downloaded any documents you wish to keep copies of.
  • Ensure you have ceased sending out any signature requests at least 3 days prior to cancelling your account.

 

Sign Date Tag

 

Available With: All Team Plans

The Sign Date Tag will auto-connect to the Signature tag that has been assigned to the same signer it is.  When the signer enters their signature the date tag will automatically populate with the date the signature was applied.  This tag is locked as ‘read-only’, so the signer cannot modify or manipulate the date that appears.

To use the Sign Date Tag:

  1. You will find it in the Tag Selection on the left side of the Document Design Page

  2. Once you have placed the tag, it will automatically assign itself to the Signature Tag of the signer it is associated with, as shown below.

  3. Once the signer applies their signature that day’s date will appear in the Sign Date Tag and will be locked and not editable by the signer.

Lock a Tag and Make it Read Only

 

Available With: All Team Plans

If you need to lock a tag and make the content ‘read only’ you can do that in a few simple steps.

  1. Place the tag where you need it.
  2. Click on the tag and then select the gear icon
  3. In the window that pops up you will see the Read Only option as below.  Check the box to lock the tag and its content. Leave it unchecked to allow the signer to modify or update the content.

  4. If you lock the tags you will see a lock icon appear in the tag like in the image below.

  5. And if you select multiple tags you can lock, or unlock, them all at once using the options that appear in the right sidebar.

Copy as a New Document

 

Available with: All Individual & Team Plans

Copying a document  is useful for documents that are sent out occasionally and do not warrant a template. 

When making a copy you have three options available to you. You can:

  1. Create a new copy containing only the document files
  2. Create a new copy containing the document files, the tags, and the workflow
  3. Create a new copy containing the document files, the tags, workflow, and the same recipients.

 

How to Copy as a New Document

  1. First go to your documents folder (1), check the box beside the document you wish to make a copy of (2), and in the menu that appears above click on “More” (3).
     
  2. In the sub-menu select Copy as a New Document.

  3. A window will pop up and offer you the three selections listed above in a dropdown menu. Select the option you want to use and then click the blue Copy button.
  4. A copy of the will appear at the top of the Documents Folder list, its name appended and the box beside it checked. This checked box has the menu above appear so you can now rename the document. (1) The original document will still be in the list below. (2)

You will see in the example above I chose the second option. This copied the document files, tags, and workflow but did not copy the recipients. This is why no one is listed in the recipients column.

And that is how you make a Copy as a New Document.

 

White-label IP Address – API Authentication

 

Available with: VIP & Enterprise Plans

This feature allows you to ‘white-label’ a single, or set of, IP addresse(s) that you want to authorize for API integrations. 

To do this:

  1. Click on My Account on the top right of your Dashboard and select Profile Settings
  2. At the top of this page you will see a series of options, select Integration
  3. On the bottom of the Integration page you will see Enable API White Label.

  4. Check the box beside it.
  5. Once the box is checked a text area will appear where you can enter the IP addresses you would like to white-label.  Please be sure to separate the IP’s with a comma.
  6. After you’ve entered the IP’s click Save.

What is a Doc Size Limit?

The Doc Size Limit on your plan applies to the Document Package size limit.

 

*** Please note that any document over 10MB may experience a delay in the document processing time.  This means that once you arrive at the Document Design Page you will see the document listed on the left – but it will not appear on the page yet. You may still see the Upload Document Button.  Do not worry – this only means that it is still processing in the background, please wait 3-5 minutes (depending on how large the file is) and either refresh your page or click to edit your documents and then select cancel.  

We are working on an indicator that will let you know how long you have until your document is processed – this will arrive in an upcoming update. ***

Each Signority Subscription Plan comes with a specific “Doc Size Limit”.  The document size limit refers to the document package size.  The size limits for each plan are listed in the table below.

For Individual plans that means the document file you upload for signing is capped at the document limit size. For example if you are on the Lite Plan you may upload a document that is up to 10MB in size. 

Team Plans may upload multiple documents into a document package to send to a signer.  This means that you may upload as many documents as required for signature as long as the combined total of these documents is no more than the allowed Doc Size Limit for your plan.  For example if you are on the VIP Plan you may upload one document that is up to 50MB in size – or you may upload multiple documents that equal 50MB in size combined. 

These are hard limits. If you require a larger Doc Size Limit you will have to upgrade your plan.

Enterprise Plans are custom to the clients needs. 

 

Text and Number formats

You can enforce certain text and number formats for text tags. To set the format for a text or number tag when preparing a document or template for signing, select the tag in the Document Editor.

Then click on the gear icon that appears above the tag. In the window that appears, find the “Format” dropdown menu. Click on the dropdown menu and select the format that you need.

Available formats include:

Number Tag Formats

  • Phone (Local)
  • International Phone
  • Social Insurance Number
  • Social Security Number

Text Tag Formats

  • Postal Code
  • Zip Code