Annie M.
Articles
-
Leading Zeros in CSV Template
If you notice that the Zip Codes or Client IDs in the merged files are missing the first zero in the full five-digit number, there is a simple explanation! Excel tends to remove leading 0's in CSV ...
-
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...
-
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...
-
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...
-
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...