Annie M.
Articles
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Additional Signature Controls
When processing a document for signature, you can add text boxes, radio buttons, and checkboxes in addition to the standard signature controls. The following article outlines the additional options...
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My Settings (Individual User Settings)
Each user has default settings unique to their profile separate from the firm's settings. These settings are related to notifications to be received from the program and download options. Click t...
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[Video] Mail Merge Guide
Mail Merge is a desktop application designed to send personalized letters for signature to a larger number of recipients than Signatures will typically allow. Once installed, you can create templat...
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Signatures FAQ
User Questions Signatures If there are multiple signers, do they all receive the document at the same time? You can choose to have the document delivered to all signers at once or enforce a sig...
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Delivered and Archive Signature Report Statuses
After a document is delivered to a client, it moves to the Delivered page. Its status is shown in the Status column and displays where in the process the client is and if the document was delivered...
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Delivered Dashboard
The Delivered dashboard options are outlined below. This reporting section displays all documents that have been delivered to the client but have not been archived. Refresh Click the Refresh ...
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Delivered: Bulk Action Icons
The purpose of all of the Bulk Action Icons in the Delivered section, as well as when and how to use them are outlined below. This reporting section displays all documents that have been delivered ...
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Signature Settings
The Settings menu allows firm administrators to update and save global default settings for Signatures. Please note: Only System Administrators have access to the Settings section. General Aut...
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April 1, 2022 SafeSend Signatures release notes
An update to SafeSend Signatures was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. Saf...
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March 25, 2022 SafeSend Signatures release notes
An update to SafeSend Signatures was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. Saf...