How Can We Help?
Getting Started
- Add a User
- Adding a Team
- Branding Overview
- Creating and Using Electronic Signature Templates
- Delete Multiple Teams
- Deleting a Team
- Deleting a User(s)
- Electronically Signing a Document for Yourself
- Lock a Tag and Make it Read Only
- Prefillable tags
- Send a Document for Signature
- Sign Date Tag
- Sign Documents Online as Recipients
- Signing into Signority using SSO
- Tag Settings: Assigning Tags to Specific Signers & Making Tags Optional
- Tags Overview
- Text and Number formats
- Track and Monitor Document Status and Workflow
- Users and Teams Page Overview
Sending Documents
- Cancelling & Resending a Document
- Cancelling documents
- Conditional routing with Conditional Signers
- Creating A Signing Order for Your Documents
- Customizing the Invitation Email
- Documents for In-Person Signing
- Electronic Signature Authentication Using Email & SMS
- Electronically Signing a Document for Yourself
- How to Import PDF Form Fields as Tags
- How to securely share documents for viewing
- How to use Anchor Text
- Masking Sensitive Information using Masked Text Tags
- Multi-Tag Editing for Faster eSign Prep
- Notification Reminder and Deadlines Options for New Documents
- Send a Document for Signature
- Set a text tag as required based on a checkbox
- Setting Up Documents with Witness Signers
- Signority Formulas
- Tag Settings: Assigning Tags to Specific Signers & Making Tags Optional
- Tags Overview
- Template Overlay for Dynamic Documents
- Using Page View Evidence for Sensitive Documents
- When Is a Document Package Deducted?
For Signers
- Creating Your Default Signature Design for One-Touch Signing
- Documents for In-Person Signing
- Electronic Signature Authentication Using Email & SMS
- Electronically Signing a Document for Yourself
- Recipient Witness Signing
- Rejecting Documents As The Signer
- Sign Documents Online as Recipients
- Signing a Template Link (Linksigning)
- Switch Signer Responsibilities to Another Person
- Tags Overview
- Unlocking an account
Managing Your Documents
- Add a folder to your Templates folder
- Cancelling & Resending a Document
- Changing Signers and Resending Invitation Emails
- Copy as a New Document
- Copy Notification Emails to Record All Signer Interactions
- Creating A Signing Order for Your Documents
- Creating and Managing a Document Deadline
- Document Retention
- Enabling PDF encryption for signed packages
- Global Settings Overview
- How to Save Documents as PDF/A
- How to split a document in Signority
- Notification Reminder and Deadlines Options for New Documents
- Setting Your Default Automatic Reminder and Notification Settings
- Sharing Documents and Templates with Your Team
- Signority's Inbox
- Track and Monitor Document Status and Workflow
- Transfer All Documents to Another User
- Transfer One or More Documents to Another User
- Using Page View Evidence for Sensitive Documents
Working with Templates
Account & Team Management
- Add a User
- Adding a Team
- Billing Admin Dashboard
- Cancelled Reports
- Changing the time zone of your Signority account
- Copying other users on Overage Notifications and Invoices
- Creating Your Default Signature Design for One-Touch Signing
- Customize Usage Warning
- Delete Multiple Teams
- Deleting a Team
- Deleting a User(s)
- Disable/Enable New Device Login Notifications
- Doc Admin Dashboard
- Doc Admin Role
- General Global Settings
- Global Profile Settings for Teammates by Administrators
- Global Security Settings
- Global Settings Overview
- How are documents counted towards my usage?
- How to Search with One or More Filters
- How to set up 2-Factor Authentication on your user account
- IP Address Whitelabeling
- Managing Subteams and Teammates
- Move User(s) from One Team to Another
- Regular User Dashboard
- Security Report
- Setting default sizes for text and date tags
- Setting Your Default Automatic Reminder and Notification Settings
- Super Admin Dashboards
- Team Account Roles and Permissions
- Team Admin Dashboards
- Team Settings Overview
- Unlocking an account
- Users and Teams Page Overview
Electronic & Digital Signatures
Integration
Security & Privacy
- Advanced Recipient Controls with Signer Views
- Benefits of Digital Signatures
- Electronic Signature Authentication Using Email & SMS
- General Global Settings
- Global Security Settings
- How to securely share documents for viewing
- How to set up 2-Factor Authentication on your user account
- IP Address Whitelabeling
- Masking Sensitive Information using Masked Text Tags
- Recipient Witness Signing
- Security Report
- Setting Up Documents with Witness Signers
- Team Settings Overview
- What is an Audit Trail?
Frequently Asked Questions
- Add a folder to your Templates folder
- Do My Unused Document Packages Roll Over into the Next Subscription Period?
- Does Signority Refund Unused Document Packages
- What Happens When I Cancel My Subscription?
- What is a Doc Size Limit?
- What is Overage?
- When Is a Document Package Deducted?
- Workaround – SMS Email Authentication Workaround