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
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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?
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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
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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
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Working with Templates

• Batch Signing for Bulk Sign
• Bulk Send Documents for Signing
• Combining Templates into one Document
• Creating and Using Electronic Signature Templates
• Publishing Template Links for Online Signing
• Template Overlay for Dynamic Documents
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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
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Electronic & Digital Signatures

• Are Electronic Signatures Legally Binding?
• Benefits of Digital Signatures
• What is an Audit Trail?

Integration

• Setting up and Using a Printer Driver
• Setting up SFTP for custom document storage
• Signority Integration with Amazon S3 Bucket for Storage
• Signority Integration with Microsoft Sharepoint and Office365
• White-label IP Address – API Authentication
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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?
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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
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Dashboards

• Billing Admin Dashboard
• Doc Admin Dashboard
• Regular User Dashboard
• Super Admin Dashboards
• Team Admin Dashboards
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