User settings
By clicking the Settings button on the SigningHub toolbar, the SigningHub for SharePoint integration settings are displayed, the settings can be changed at any time.
Account Settings
In this section, users are presented with the option to Log out.
Document Settings
This section contains options related to the SharePoint documents managed by SigningHub for SharePoint.
General settings
Download to Sharepoint when workflow is completed.
Selected by default, enables auto downloading the documents when the workflows are completed.
Un-select this option to disable the auto downloading of completed documents.
Zip the documents before download
When a workflow is finished, the completed documents will be saved as a zip file.
Delete Document after Workflow Complete
Deletes the document from your SigningHub account after the completion of a workflow. This option can help optimise your SigningHub account storage.
Include Workflow Evidence Report
Includes the Workflow Evidence Report when downloading the SigningHub documents to SharePoint.
The Workflow Evidence Report will be saved using the specified postfix (i.e. "_EvidenceReport").
Storing location
The location of completed workflows can be configured with the following options.
Store in a dedicated folder of the originating document library
Saves the completed documents in a dedicated new folder, alongside the original document(s).
Use the textfield to specify the name of the dedicated folder (e.g., Signed).
Store in the originating document folder
Save completed documents directly in the original document library or folder where they were initially located.
Store in a custom folder
Select a custom document library or folder for saving completed documents.
The document libraries in your SharePoint account will appear on the screen.
Choose your preferred library from the dropdown menu.
Select a specific folder or subfolder from the list.
Completed documents, no matter where they were originated, will be saved to the same defined location.
Document Name
Save name as original with postfix
This option saves signed versions as new document copies with a custom postfix (e.g., _processed).
When a workflow is completed, the processed documents will be saved as separate copies with the chosen postfix appended to their names.
This setup is useful when you need to retain both the original and completed documents for your records.
Same name as original
Replaces the original documents with their signed versions inside the SharePoint library.
When a workflow is finished, the original documents will be automatically replaced with the respective completed documents.
This option will replace the .pdf file only if the location is: Store in the originating document folder and Zip the documents before download option is not enabled.
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