How to Import PDF Form Fields as Tags

In this article we’re going to go over how to import PDF form fields as tags when uploading a document into Signority.

To start, log into your Signority account, and start a new document by clicking on the “+New” button and selecting “New Document”. In the page that loads up, find the option in the bottom right of the page that says “Import PDF form fields as Tags”. Make sure to check the box off before you upload your fillable PDF form.

Once you’ve made sure that the checkbox has been checked off, upload your document into Signority, and hit “Next”. In the next page that appears, 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.

Once you have added in all the information for your recipient(s), hit “Next” to view and design your document. You should see that there are tags placed at each PDF form field. Make sure that each tag is assigned to the correct recipient, and add or remove any tags as needed, then send the document out for signing!

And that’s how you import PDF form fields as tags in Signority!

If you have any questions, you can email us at support@signority.com, or call our toll-free at 1-833-222-1088.

How to securely share documents for viewing

Sometimes you might need to send several people a document to review, with no signatures needed. In this case, you can use the Signority Viewer feature to securely send someone a document.

 

Setting up a document to send for viewing is very similar to sending a document for signing. From your Signority dashboard, click “+New” in the top right corner of the page. Then click “New Document”. This will take you to the upload page where you can upload the required files.

 

 

Upload document

Once you have all your files uploaded, click “Add my Recipients”. This will forward you to the recipients page. In the “Recipient” section, click “Add Recipients”. This will add an empty recipient to the list. Note that by default, the recipient is set to be a signer. But in this case, since we want the recipient to view the document, we can change the recipient’s role to “Viewer” by clicking on the dropdown menu and choosing that option. Once you’ve done that, you can enter in the name and email address of your viewer. Repeat these steps until you have all the recipients ready in the list.

Add recipients as viewer

For each viewer, you can also add options to enable email and/or SMS authentication in order to ensure the security of the document.

Multi-factor authentication

After adding in your viewers, you can configure the other settings that are available on the Recipient page before proceeding to the next step.

Click on “Design my Documents” or “Next” to continue the set up. You will be brought to a document editor page. Since we have no signing that needs to be done, there are no tags that need to be added. Instead,  you can configure additional settings for the document, and then just click “Send”.

Send document to viewers

When prompted, select either the Legally Binding eSignatures option or the Digital Signatures option. For regular documents, the first option is recommended. But for highly sensitive documents, the Digital Signatures option provides useful tamper-proofing.

Digital or eSignature

Now your document has been sent! Your viewers will receive it shortly.

To learn more about using Signority, continue browsing our tutorials. If you have any additional questions, feel free to reach out to at support@signority.com!

Signing a Template Link (Linksigning)

For recipients, signing or completing a Template Link is a little different from signing a document that was directly sent to you. First, a Template Link is usually a public URL that anybody can have access to. As the signer of a Template Link, you may have been emailed this URL, or found it embedded in a website. Clicking on the URL brings you to a page where you must fill in your name and email address, as well as accepting the Signority Terms of Use.

Fill in the required information, then click on “Review Document”. This will bring you to a page where you can look over the document that you are about to sign. If you decide not to sign the document at this stage, you can close the window or exit the page. However, if you want to proceed to signing the document, click on the “Sign” button at the top right corner of the page.

Once you click the “Sign” button, two things will happen. First, you will receive an email with a link to your document. You can use this link to come back to the document later to complete it. Second, you will be redirected to a page where you can fill out and sign the form as usual!

Advanced Recipient Controls with Signer Views

Use our signer views settings to control how your recipients view and sign their documents. If you’ve got signer options that you need to conceal, chances are we’ve got your back.

Before changing your signer views settings, take note that you cannot change signer views settings after you’ve sent the document to your recipient/s. With that being said, let’s begin!

To edit Signer views settings, look for the Settings button on the top left hand side of the Signority document editor. Click on the Signer Views tab.

There is a wide variety of options you can choose from; let’s go over them all!

Signer views options

If the Hide change signer button option is selected, the recipient will no longer have the option to change signers, meaning that whoever receives the document is also required to sign it themselves.

If the Hide status button option is selected, the signer will  be unable to view the document’s ID, GUID, name, Creation date, Expiry date, Recipient list, and history while information about whether or not other recipients have signed will also be unavailable.

When the Hide reject button option is selected, the recipient will not be allowed to reject a document that’s sent to them.

If the Hide save button option is selected, the recipient will not have to ability to save their progress as they are undergoing the signing process, and will therefore have to fill out the entirety of a form in one go.

Upon selecting the Hide download button option, the signer will no longer be able to download the document that they are currently signing.

All of these options are normally found under the “more” tab during the signing process, but can all be hidden away.

If the Hide thumbnail option is selected, the signer will no longer see the thumbnail summarizing each page of the document.

If the Hide help button option is selected, the signer will no longer see the help button located at the bottom right side of the page.

When the Hide view document button option is picked, the signer will not be able to see the document again after it has been finalized.

Signing methods options

If you require your recipients to sign in a specific way, we can help make sure you aren’t receiving any invalid signatures.

The options, Hide draw signature button, Hide type signature button, and Hide upload signature button, each prevent a signer from using the corresponding signing methods. It’s an easy way to get all the signatures exactly the way you want them!

Combining Templates into one Document

Signority now allows users to combine multiple templates in any order to create a single document. Long gone are the days of sending document after document to clients; instead, send just one!

Creating a document with multiple templates

To create a document with multiple templates, enter the Templates tab through the sidebar, then click on the Use Template button.

Upon clicking this, a window will open asking you if you want to use multiple templates. Check off the checkbox and then click OK.

A window named Create new Document will open. Drag the window aside and click the USE TEMPLATE button of any documents you want to include. Once you do, they will appear on the window.

This newly opened window has many other uses which are annotated below.

  1. Use the blue negative button to remove unwanted documents from the window. Keep in mind that they only appear once the user has hovered over one with their cursor.
  2. Checkboxes are used to select templates, which then can be moved around using the blue arrows on the right. The double up and down arrows move selected templates to the top or bottom of the document respectively, while the up and down arrows move selected documents up or down by one place. The order of the documents in this window will also be the order in which they appear when adding tags.
  3. If you’re satisfied with the templates you have selected, click OK to combine all the templates and continue in the document-creating process.
  4. If you wish to exit the window, simply click the “X” at the top right hand of the screen, or the Cancel button.

Once you have selected all your required templates and clicked OK, you can go about adding tags and the rest of the signing process as usual.

Masking Sensitive Information using Masked Text Tags

When working with documents online, a document sender may need to obtain highly sensitive Personally Identifiable Information (PII)—like credit card numbers, social insurance numbers—from their recipient. Senders can maintain high standards of privacy and security while obtaining such sensitive information by using the Signority Masked Text Tag.
The Signority Masked Text Tag is like a regular Text Tag, and senders can request any type of information from a recipient using the Masked Text Tag. In order to use the Masked Text Tag, simply drag and drop the tag from the left-hand side list of tags onto the document in the appropriate place.
Once you drag and drop the tag, a popup window will appear, prompting you to change the name of the Masked Text Tag to something more recognizable. This is especially important if you are requesting more than one piece of sensitive information, since you will be retrieving the masked information through a .csv file.

Sending out a document with a secure masked field works the same way as any other document.
On the recipient side, a recipient can enter in the requested information into the tag area. Once the recipient clicks away from the tag, any content entered into it will be hidden with the tag’s name, followed by asterisks. At any point in time before finalizing the document, the recipient can click the tag, review the information that was entered, and edit as needed.

Once the document has been finalized, you can access the finalized PDF document either from the email notification that you receive, or you can access the document from your Signority account. The finalized PDF will have the content entered into any masked tags encrypted and hidden. In order to access the sensitive information, you will need to navigate to the document under the “Documents” page in your account, and click on the Document Title to view the document. In the page to view the document, click on the “More” dropdown menu in the top right corner. You will see an option to “Export masked tags to .csv file”.

Clicking on this option will automatically download a .csv file containing the information stored in the Masked Text tag(s).
Once the requested sensitive information has been recorded and stored securely, you will have the option to permanently delete the masked tags values from your Signority account. In the same “More” menu, simply click on “Delete masked tags values”. You will see a popup window asking you to confirm the deletion.

Once you have confirmed the deletion, all content that was entered into any Masked Text Tags will be permanently deleted, and you will no longer have access to it. In addition, the options to export and delete the masked tags values will no longer be available under the “More Dropdown”.