Document Sharing - A Document Owner's View

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Last updated 6 months ago

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Document Sharing - A Document Owner's View

SigningHub allows configuring a customised document approval process (workflow) according to your business needs. You can add signers, meeting hosts, editors, reviewers, form fields, initials, in-persons, signature type, signature position, signing sequence, configure reminders and much more in a document workflow. This configuration process is also called document preparation. The set configurations can also be saved in the form of a for future use. The saved template can then be applied to similar documents for efficient and robust re-usability of these workflow configurations.

Document preparation

Click the "Documents" option, available in the navigation panel. (You can also start a new workflow from your dashboard by clicking on the '' button.)
Clicking on the '' button.
The 'Documents' screen will appear.
to the workflow.
1. Configure , as required (optional).
2. Use miscellaneous as required (optional).
Apply a on your document, as required (optional).
the documents
Add , as required.
Click on the 'Continue' button to proceed to the 'Recipients' screen.
Configure the '' toggle.
Configure the .
Configure for each recipient/placeholder, as required (optional).
1. Configure .
2. Configure.
3. Configure .
4. Configure preferences.
Click the "Continue" button to proceed to the document viewer screen.
Configure miscellaneous preferences as required (optional).
1. to your workflow.
2. .
Add in the workflow as required.
1. Add for the recipients.
2. Add for the recipients (optional).
3. Add for the recipients (optional).
4. Add in the document (optional).
5. Add a in the document (optional)
6. Configure settings (optional).
Add an and (optional).
Once you are done with the required configurations, click the "" button to send off the documents package.

Whenever a document package is shared, the workflow quota of the respective document owner's account is consumed, and hence the available count is decreased by one.
SigningHub embeds fonts, graphics, annotations, and other necessary content within a PDF file to make your documents fully compliant with the PDF/A-1b standard. This content embedding is required by ISO 19005-1 and is usually associated with a document's visual appearance. However, a processed PDF through SigningHub may show non-compliance with the PDF/A-1b standard, when a Date field or transparent PNG image rendering is used in it.

PreviousSearch a document NextSign a new document

Last updated 6 months ago

Was this helpful?

Document preparation

Click the "Documents" option, available in the navigation panel. (You can also start a new workflow from your dashboard by clicking on the '' button.)
Clicking on the '' button.
The 'Documents' screen will appear.
to the workflow.
1. Configure , as required (optional).
2. Use miscellaneous as required (optional).
Apply a on your document, as required (optional).
the documents
Add , as required.
Click on the 'Continue' button to proceed to the 'Recipients' screen.
Configure the '' toggle.
Configure the .
Configure for each recipient/placeholder, as required (optional).
1. Configure .
2. Configure.
3. Configure .
4. Configure preferences.
Click the "Continue" button to proceed to the document viewer screen.
Configure miscellaneous preferences as required (optional).
1. to your workflow.
2. .
Add in the workflow as required.
1. Add for the recipients.
2. Add for the recipients (optional).
3. Add for the recipients (optional).
4. Add in the document (optional).
5. Add a in the document (optional)
6. Configure settings (optional).
Add an and (optional).
Once you are done with the required configurations, click the "" button to send off the documents package.

Whenever a document package is shared, the workflow quota of the respective document owner's account is consumed, and hence the available count is decreased by one.
SigningHub embeds fonts, graphics, annotations, and other necessary content within a PDF file to make your documents fully compliant with the PDF/A-1b standard. This content embedding is required by ISO 19005-1 and is usually associated with a document's visual appearance. However, a processed PDF through SigningHub may show non-compliance with the PDF/A-1b standard, when a Date field or transparent PNG image rendering is used in it.
On Sharing, if any of the recipients set the gatekeeper under , then first of all documents will be forwarded to that gatekeeper, after the gatekeeper approval document will be shared with the intended recipient.
On Sharing, if any of the recipients set the delegate under , then all documents will also be forwarded to the contact configured as a delegate for that period along with the intended recipient.
If the "Set Document Access Authentication for all recipients" option is enabled against the , the document owner will not be allowed to share the workflow until "Document Access Authentication" is set for all the recipients in the workflow.
If the "Set Document Signing Authentication for all recipients" option is enabled against the , the document owner will not be allowed to share the workflow until "Document Signing Authentication" is set for all the recipients in the workflow.