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?

How Your Plan’s Doc Size Limit Applies to Document Packages

*** 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.

For our Individual plan that means the document file you upload for signing is capped at the document limit size. This means that you may upload a document that is up to 5MB 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 Standard Team plan, you may upload one document that is up to 10MB in size – or you may upload multiple documents that equal 10MB in size combined. For Advanced and Custom Team plans, these limits increase to 50MB. 

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

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

Set a text tag as required based on a checkbox

To set a text tag required based on the status of a checkbox in a document, first ensure that you have a checkbox tag on your document. Then add you text tag. Check or rename your checkbox tag by selecting it and clicking on the gear icon.

Then select your text tag and click on the gear icon. In the window that pops up, click on the IF dropdown menu.

Locate the name of the checkbox tag you would like to condition on. If you want the text tag to be required if the checkbox is checked, then select “Checkbox_name is Checked”. If you want the text tag to be required if the checkbox is not checked, then select “Checkbox_name is Unchecked”.

Text tags that are set to be required if a checkbox is checked display a green flag. Text tags that are set to be required if a checkbox is not checked display a red flag.

Batch Signing for Bulk Sign

Available with: Custom Plans

If you have sent out documents via Bulk Sign that need to be signed and approved by you, the Batch Signing feature lets you do that quickly.

  1. Simply navigate to the Bulk Sign that you have sent out and in the action menu select More>Report/Export.

  2. On the new page, click on “Documents I need to sign”. This will show a list of documents that you need to sign.
  3. Review the contents of each document using the displayed table, or by clicking on each document link and reviewing the contents directly.
  4. Once you have reviewed the documents, selected the documents you would like to sign, then click “Batch Sign”.
  5. Carefully read the Signority Batch Signing acknowledgement, then click “OK” to continue.

  6. You will be shown one of the documents you have selected to sign. Enter your signature and any other necessary information, then click “Finish”. The data and signature you inputted will be copied onto all the other documents that you selected and will be finalized.

 

Setting default sizes for text and date tags for a team or organization

Available with: Team & Custom Plans            Role: Team Admin, Super Admin

Team Level Default Text and Date Tag Sizes

  1. From the user dashboard, navigate to the admin portal and then go to the “Users & Teams” page.
  2. Select the team that you want to edit.
  3. In the action menu select “Settings”
  4. In the pop-up that appears, select the “Documents” tab or scroll down to the documents setting section where you will see the “Default text tag size” and “Default date tag size” options.
  5. Change the height and width of the tags as needed, then click “Save”.

Organization Level Default Text and Date Tag Sizes

  1. From the user dashboard, navigate to the admin portal and then select “Global Settings”.
  2. In the pop-up that appears, select the “Documents” tab or scroll down to the documents setting section where you will see the “Default text tag size” and “Default date tag size” options.
  3. Change the height and width of the tags as needed, then click “Save”.