Signature preferences
Last updated
Last updated
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Signature settings are all about configuring the allowed signing methods (i.e., Server-side Signing, Client-side (Local) Signing, and/or Mobile Signing), authentication methods (i.e., No Authentication, OTP via SMS, SigningHub ID, Microsoft Active Directory, Salesforce, Freja eID etc.) and signing capacities in a role. You can separately configure these settings for web browsers and mobile apps, and choose a default signing method for each case. You can also configure Remote Authorized Signing here, which allows a user to authorize a remote signature (done on the server) using their registered mobile device. The device will have its user authentication built-in (touchID or PIN), so in a way they can also configure two-factor authentication. Furthermore, this section lets you manage signing reasons, which are used in the Signature Appearance, and become a permanent part of a PDF signature. The signing reasons can optionally be displayed in the signed PDF document.
Login with your enterprise admin credentials.
Click "Configuration" in left menu.
Choose "Roles" under People options in Enterprise Administration section.
Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.
Click "Document Preferences" and "Signing Server Preferences" and configure desired setting.
Click "Save changes".
| Fields | Description |
|---|---|
Allow users to sign documents
Enable this option to allow the users (that are associated with this role) to perform signing operations and signature settings management. If this option is disabled, the below fields will also be disabled:
Hide signature dialog at the time of signing
Allow users to manage contact information
Allow user to manage location
Hide signature dialog at the time of signing
Enable this option to allow the users (who are associated with this role) to skip the signing dialogue box while performing the signature. The signing dialogue box will be hidden if :
“Hide signature dialogue box at the time of signing“ is enabled in your role,
You have selected Hand Signature Method as Text or Upload having the signature image in your My Settings> Signatures> Signature Appearance, and
You have a single signing capacity only
Allow user to manage contact information
Enable this option to allow the enterprise users (belonging to this role) to view the "Contact Information" field on the signing dialog of signature, and set its value as required before signing.
If you keep it deselected, this field will not be shown to the enterprise users on the signing dialogue box. In this case, the default set value will automatically be picked from the user's role upon signing, as highlighted below.
Allow user to manage location
Enable this option to allow the enterprise users (belonging to this role) to view the "Location" field on the signing dialog of signature, and set its value as required before signing.
If you keep it deselected, this field will not be displayed to the enterprise users on the signing dialogue box. In this case, the field value will be selected automatically from the default set value under the user's role settings upon signing. When this option is disabled from roles, then the signing location cannot be updated from the user's personal settings and will be shown as disabled in the user's settings.
Bulk signing
Enable this option to allow the enterprise users (belonging to this role) to sign and share multiple documents with a single click. They can perform bulk signing from the document listing screen or the document viewer screen.
If you keep it deselected, the bulk signing feature will not be available to the users belonging to this role.
Restrict delegated signing to only registered users
Enable this option to restrict the enterprise users (belonging to this role) to only delegate signing to the registered users.
If you keep it deselected, users belonging to this role can choose unregistered users as well for delegated signing.
Allow user to manage signing reason
Enable this option to allow the users (belonging to this role) to view the "Signing Reason" field in the signing dialog of signature and set its value as required before signing. When 'Allow user to manage signing reason' is selected, there are following three options available further:
Select the "User defined" option, if you want the users to specify their own signing reasons at the time of signing.
Select the "Predefined" option, if you want your users to choose a signing reason from the available list (added via "Signing Reasons" button) at the time of signing. Also select a default signing reason that will be displayed to your enterprise users at the signing time. When the "Predefined" option is selected, the "Allow user to provide a custom signing reason" checkbox appears. If this checkbox is checked. the user will be able to choose a signing reason from the available list and will additionally have the option to add a custom singing reason at the time of signing. By default, this checkbox is unchecked for all existing enterprise roles.
Select the "Fixed" option, if you want your users to use a fixed signing reason. Select a fixed signing reason from the list (added above using the "Signing Reasons" button).
If you keep the "Allow user to manage signing reason" option disabled, this field will not be displayed to the users in the signing dialog. In this case, the default set value will automatically be picked from the user's role upon signing, as highlighted below.
Manage Signing Reasons
Click the "Add a signing reason" button to add signing reasons. The specified reasons will then be available in the "Predefined" and "Fixed" fields for selection. When used in the Signature Appearance, Signing reason becomes a permanent part of the PDF signature and can optionally be displayed in the signed PDF document. To add a new signing reason, write it in the "Signing Reason" field and click the "Save" button. To delete a signing reason, select the signing reason and click "Delete" button from the right panel.
