Global Settings: Signer Options

 

Available with: All Team Plans     Role: Billing Admin, Super Admin, Team Admin 

Signer Options allows an organization to determine what, if any, restrictions signers have when signing a document. These are in both Global and Team settings. You can make them a default or enforce (lock) the settings.

They can be found in both Global and Team settings.  By enabling or disabling each option you allow or restrict what a signer can, or cannot, do when signing a document. Below is an image of the Signer Options from Global Settings. 

When the slider button to the left of the option is on the left and gray the option is visible to the signer.  If the button is on the right with a blue background, then the option is hidden from the signer.

Global Settings - Signer Options
Let’s review what each of these options allow a signer to do if not disabled.

 

Note: The below setting for controlling the document workflow once a signer has rejected the document is only found within the Global Settings.

 

Signing flow behavior when a recipient rejects

This dropdown option is directly tied to the setting that comes after it, Hide Reject Button, and is applicable if the setting is disabled; meaning that the Reject button is available to the signer.

Should a signer reject a document this setting allows you to determine what the next action will be regarding the workflow. 

Reject workflow options

 

Once a signer Rejects a document you can choose:

  • Continue with the signing flow (the document will continue uninterrupted.)
  • Cancel the document and send an email notifying the signers (that the document has been cancelled).
  • Cancel the document and do not send an email to the signers (do not let the signers know the document has been cancelled).

 

Hide Reject Button

This option will hide the Reject option. This option allows the signer to reject, this action will let you know that they have decided not to sign the document.  You can set what the workflow will do next in the Global Settings.  By the “Hide Reject Button” option you will see the dropdown with three (3) options, as in the image below.  

Hide Change Signer Button

Change Signer allows the signer to do exactly what it says, it allows them to reassign their tags in the document to another signer, i.e.: A husband may change it so that his wife will sign the document.  At this time Signority will ask for her name and email address to forward the document. 

Hide Save Button

If the Hide save button option is enabled, the recipient will not have the ability to save their progress as they are undergoing the signing process, and will have to either fill out the entirety of a form in one session or start over the next time they access the document.

Hide Download Button 

Upon selecting the Hide download button option, the signer will not have the option to download the document that they are currently signing.

Hide View Document Button

When the Hide view document button option is picked, the signer will not be able to see the document again after they have signed it.

Hide Status Button

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.

Hide Thumbnail

If the Hide thumbnail option is selected, the signer will no longer see the thumbnail summary showing how many pages there are in each file that makes up the document.

Hide Help Button

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.

Hide Draw Signature Option

This will hide the Draw tab on the Signature box when they click to sign the document, preventing them from using their finger or stylus to apply their signature.

Hide Type Signature Option

This will hide the Type tab on the Signature box when they click to sign the document, preventing them from typing their signature.

Hide Upload Signature Option

This will hide the Upload tab on the Signature box when they click to sign the document, preventing them from uploading an image of their signature to use to sign the document.

Allow Users to Delegate Signing Authority

When enabled this option allows users to designate a member from their own team to sign a document on their behalf.  This option is particularly useful when a user is going on vacation and has time sensitive documents out for signing. You can read how to delegate a signer here.

Global Settings Overview

 

Available with:  All Team, Custom, and Enterprise Plans         Role: Billing Admin & Super Admins

This page will review and explain the General Settings section of your Global Settings.

You can access the Global Settings by:

  1. Clicking Admin at the bottom of  your left hand sidebar menu
  2. Selecting Settings in the Admin Console sidebar menu
  3. Choose Global Settings in the submenu that appears.

Getting to Global Settings

A pop up window will appear labeled Global Settings. Signority has made the Global Settings window as easy and intuitive to navigate and use as possible.

 

Navigating Global Settings

The quickest way to navigate the Global Settings window is to use the Menu of Settings at the top of the page under the header, as shown below in the red rounded rectangle.

Global Settings Top Menu

As you can see there are seven (7) setting categories; General, Security, Document, Notification, Sharing, Signer Options, and Retention & Backup. 

Each category is linked to take you directly to that section when you click on it.  When you do the category will turn blue to show that is the category you are currently reviewing. In the image above you can see that we are in the General category.

Note: Any change you make in the Global Settings will affect all users within the organization’s account. Be cautious when making changes.

 

Locked & Unlocked Settings

When you view the Global Settings window in Signority you will notice that there are locks at the top of the window as well as at the end of the row for each individual setting.  Here is what the two styles of locks look like: 

Red and Black Locks

 

What happens when a lock is open or closed?  

When a lock is:

  1. Black and unlocked (open): The option chosen for this setting is set as the ‘default’ setting for any new users going forward. However, because it is unlocked, a user may change that setting if it is available in their Profile Settings. A Team Admin may also change or lock it for their Team if they choose. 
  2. Red and Locked (closed): If a lock is closed, red, and has the words, “Locked by….” beside it, the setting is unchangeable and enforced for all users. For example, if an Admin locks the Enable 2FA/MFA and locks it, then all users must set up their 2FA before creating a document the next time they log in. They cannot put it off.
    The “Locked by…” is there to let users know which administrator has locked the setting should they wish to appeal the decision.

Once you have made a change to your settings click Save at the top right corner of the window to update the settings. 

Tip: Some changes will take place across the board while others, i.e.: Document Settings, will only apply to any new documents/templates created after the change has been implemented. Which it is will be confirmed within each Categories tutorial.

 

Can I Lock All the Setting? 

Yes, once you have reviewed the settings to ensure they adhere to your company/industry standards and policies you may lock and enforce them all if you wish.  To do this simply click the black open lock at the top left of the window next to the window title as shown below. This will lock all your Global Settings.