After multiple failed login attempts, Signority will automatically lockout your account. There are a three ways to unlock your account.
Have your password changed by your admin
Ask your admin to change your password for you. Once your password has been changed, login to your account with your new password.
Change your password yourself
If you have set up a security question as part of your two-factor authentication settings, then you can click on the “Forgot Password” link and change your password. Signority will ask you to answer your security question before allowing you to change your password. Once you’ve changed your password, login to your account with your new password.
Contact Signority Support
If none of the above options work for you, you can send in a request to support@signority.com to reset your password and unlock your account. The Signority support staff may ask you to verify some information related to your account, such as which plan your account is on, or the email address of a recipient that you have recently sent a document to.
With a Signority Team plan, you can set up your custom SFTP to automatically download signed documents to your SFTP server. Note that only super admins and billing admins are able to set up SFTP settings.
To start, sign into your Signority account, and go to “My Account”, then “Profile Settings”. Then click to the “Integration” tab, and click on “Activate” next to the SFTP line.
In the window that pops up, enter in the SFTP information and click “OK”.
You should see the success message below.
To disable the SFTP integration, simply click on “deactivate” next to the “SFTP” line in the Integration settings.
If the SFTP fails and files do not transfer you will receive the message below in your integrations. This will tell you which files did not successfully transfer – simply click the ‘Try Again’ button to resync the connection.
Signority’s security reports show you your team’s login activities. As an administrator, this can be used to monitor your team and detect any unusual login activities. The report includes all login and logout activities for your users, as well as any password and 2FA changes made to each account.
Signority automatically generates a report at the end of every month, which will be titled “Monthly Report – Security 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 security 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 Security Report in the menu that appears as shown below.
When the Security 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 security reports you have run.
How to Run a Security Report
Select the timeframe you wish the report to cover. You can either use one of Signority’s default timelines (3) or specify a custom timeframe (4) you require.
[Optional] Select a specific user and event type using the User (1) and Event Type (2) dropdowns.
Click Run (5) to have the report generated.
Your report will be generated and will be listed under Saved Reports (6) and an email will be sent to you once the report is ready for you to view.
Once you receive the email, go back to the Security Report page to find your report under Saved Reports.
Under Saved Reports (6) you can then click on the report to view it.
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.
Security Report Page Features
User: If you are a Super Admin or Billing Admin in your team, you will see all the users on your team in this list. You can also see everyone in one report.
Event Type: This dropdown allows you to filter your results by the action your users or another admin have taken. The event types are:
User login failed: Tells you when someone tried to login using the wrong username/password.
Admin changed team member password: This is when an admin updated/changed a team members password
User changed password: This is when a user has updated/changed their own password.
User updated 2FA settings: This logs each time a user has updated their 2 Factor Authentication (2FA) settings. They may have activated it, deactivated it, changed a security question, etc.
User reset password: This is logged when a user forgets their password and requests to reset it.
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:
Yesterday: The day prior
Last 7 Days: The previous 7 days
Last 30 Days: The previous 30 days
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
Last Quarter: The quarter prior to the one you are currently in
Year to Date: From January 1st to the day before running the report
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.)
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.
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.
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.
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:
User Name: The team member this information is relevant to.
Event: One of the events as listed above.
Event Time: The time that this event took place.
IP Address: The IP Address they completed the event from.
Visiting OS: The operating system on the device they were using. (Windows, Linux, etc.)
Visiting Browser: What internet browser was used for the event. (Chrome, Edge, Safari, etc.)
New device login notifications let you know by email whenever a new device is used to access your Signority account. This can be used to help detect fraudulent accesses to your account and allow you to take action to protect your account.
To disable these notifications, login to your account, and under My Account, select Profile Settings. In the Profile Settings page, click on the Security Settings tab and scroll down to the checkbox that reads Enable new device login email notification. To disable, simply uncheck the checkbox.
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
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:
Select the type of “Formula” to be used. In this case, the only option is the “Conditional” option.
Select the name of the tag that you want your condition to be based on
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.
Type in the number against which you want to tag’s valued to be compared. For example, a dollar threshold amount.
Type in the email address of the recipient that the document should be routed to if the condition is met.
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.
Create a regular Document or Template with more than one recipient
Place your tags
Locate and select the signature or initial tag that you want to reassign
Click on the gear icon that appears above the selected tag, and find the “Saved Conditions” line
Click on the ellipsis button
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!
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.
Set up a Formula
Step 1: Set up your document/template
To start, create a new Document or Regular Template, upload your files, and add the necessary tags.
Step 2: Open the conditional formula setting
For any 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.
Step 3: Build your formula
You can now start to create your formula. In Signority, there are three types of formulas you can create:
Conditional Formula
To build a conditional formula, select the “Conditional” option from the list of formulas.
Then next to “IF Tag”, select the tag that will be used for the condition.
After that, select a comparison operator under “is” and a “value” to compare the tag’s value to.
Finally, enter the text 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”.
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.
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.
Next, to choose the tags to be included in the sum there are two ways you can do this:
Use Shift + Click to select a range
Ctrl + Click (⌘Cmd + Click on Mac) to select a single tag in addition to other already selected tags
Step 4: Add and Save the Formula
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”.
Step 5: 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!
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’s integration with Microsoft SharePoint and Office365 allows you to send files from Microsoft 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!
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.
Click on Admin at the left hand side of the User Dashboard
Click on Branding at the left hand side of the Admin Dashboard.
Make sure that you have enabled Use Company Branding and then enable Enable PDF Encryption.
And that is how you enable PDF encryption for your documents!