Annie M.
Articles
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Signatures Signer Experience on Mobile Devices
This article outlines the full signer experience on a mobile device. The signer can access the document, review, sign, decline or delegate signing, and download documents. Please note: The Client ...
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Signatures Signer Experience
This article outlines the full signer experience. The signer can access the document, review, sign, decline or delegate signing, and download documents. Initial Email The signer receives an ema...
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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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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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Mail Merge Guide
Mail Merge is a desktop application designed to send personalized letters for signature to a larger number of recipients than Signatures typically allows. This program requires Microsoft Word®. Onc...
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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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Adding Document Types
This article outlines how to resolve the message Please select a document(s) type. Document Type(s) must be present before documents can be delivered. Document Type(s) can be added under the Settin...
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Link Authentication Options
When sending one or more documents out for signature, you can choose a method of authentication for the signer. If enabled, they must successfully complete authentication to access and sign the doc...
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Sender Delegation
This setting allows processors to send documents but display another user's name as the sender. The option to update the sender's name appears during the second step of processing a document. Set...
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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 ...