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Using initials is almost the same as signing the document, however digital signatures are not embedded in this case. SigningHub lets you configure initials for all document recipients (i.e. signers, reviewers, editors, and meeting hosts. You can also add multiple initials fields against a recipient. Adding initials fields is subject to your assigned enterprise user role. If you are willing to use this provision, ask your Enterprise Admin to enable the respective field in your Role>Document Settings.
Select the document from the information panel's 'Pages' tab, on which initials are required from a recipient.
Select the recipient from the information panel's 'Recipients' tab, for whom you want to add an initials field.
Click the "Initials" option, and drop it on the document.
You can drag and drop the field anywhere in the document by using your mouse. The grid lines will assist you in better alignment of fields accordingly. Resize the field with respect to its height and width or use the bottom right corner to resize it diagonally as required. The system will remember the field size and its display preferences (i.e. visible or invisible) for adding new In-Person signature fields on the same document package. When you click "Properties", dialogue will appear for settings.
Click "Save".
Click on the initials signature field in the document to delete, and select the "Remove" option. The field will be removed from the document.
Take the cursor to the initials field assigned to you in the document, and double-click the field. Alternatively, you could click on the field, and select the 'Sign' option.
A signing dialog will appear to sign the field, only if this field is assigned to you and it is your turn to sign in the workflow.
Add your initials as required. Your initials will be applied before sharing the document.
A document recipient can have multiple initials in a workflow document.
You can also add an initials field on a previously signed document if the document is not certified or locked.
You can only edit the on-screen dimensions but not the PDF dimensions.
A document signer/ meeting host can have multiple in-person signatures in a workflow document.
Only those signing capacities will appear for in-person signing, which are having Electronic Seal (eSeal) as a level of assurance.
An in-person signature will be a witness digital signature, it is generated by using a witness certificate which is a public signing certificate available on the server for digital signing.
An invisible signature doesn't have any visible appearance on a document. However, it entails all other verifiable characteristics of e-signing, i.e. Time Stamping, Certificate Chain, Certificate Status, etc. An invisible signature can be a Digital Signature, Witness Digital Signature, or Witness In-Person Signature as configured in a workflow.
You can also add an in-person signature field on a previously signed document if the document is not certified or locked.
The document owner (and the shared space collaborator, if any) can update the level of assurance of an "In-Person Signature" field, while the status of the document is, "In-Progress" or "Pending".
In case of the document owner is an enterprise user, they can set any level of assurance as allowed in the Enterprise Role.
In case of the document owner is an individual user, they can set any level of assurance as allowed in the Service Plan.
In the edit dialog, only the "Level of Assurance" field will be editable, the rest of the fields will be read-only.
The level of assurance of an In-Person signature field can not be updated if a read-only template has been applied.
Only the level of assurance of unprocessed fields can be updated.
Where previously, the level of assurance of an In-Person signature field was set to "Simple Electronic Signature (SES), the system will not allow updating the level of assurance.
Where previously, the level of assurance of an In-Person signature field was any other than "Simple Electronic Signature (SES), the system will not allow updating the level of assurance to "Simple Electronic Signature".
the SigningHub enables you to add a QR Code to documents to help simplify signature verification. The QR code in the document enables users to scan the QR code with the camera on their smartphone. Upon scanning the user is redirected to a page which allows viewing the document in read-only mode and viewing the verification results for the digital signatures, separately. This field is associated with a specific document and becomes part of a PDF document when it is shared, signed, reviewed or updated. The availability of a QR Code field is subject to your assigned enterprise user role. If you wish to use this feature, ask your Enterprise Admin to enable the QR Code option in your . SigningHub embeds annotations, and other necessary content within a PDF file to make your documents fully compliant with the PDF/A-1a and PDF/A-1b standards. This content embedding is required by ISO 19005-1, and is usually associated with a document's visual appearance.
Select the document from the information panel's 'Pages' tab, on which a QR code is required.
Click the "QR Code" option from the viewer right panel and drop it on the document as required. A default QR code is placed upon dropping which is later replaced with the system generated QR Code.
You can drag and drop the QR Code anywhere in the document by using your mouse. The grid lines will assist you in better alignment of the QR Code accordingly. Resize the QR Code with respect to its height and width or use the bottom right corner to resize it diagonally as required. Now singly click on the field, and click "Properties" to view and edit its details and configurations.
Click on the QR code to delete, and select the "Remove" option. The QR code will be removed from the document.
You can only edit the on-screen dimensions but not the PDF dimensions.
The width and height of the on-screen dimensions for the QR Code will be the same. If you change any one of them, other will be set on its own
For the best QR Code scanning experience, use the default size of 120 * 120. The user can decrease or increase the size of the QR Code as per their requirement. In case of a QR Codes lesser in size than 50 * 50, the scanning experience might be affected.
The option to add QR Codes is available for templates as well.
The option to add a QR Code is available for "Individual" workflows as well.
The user can now add multiple QR Codes on a document.
The QR Code becomes a part of a PDF document when it is shared, signed, reviewed or updated.
SigningHub allows you to add electronic seals in a workflow, Electronic Seal (eSeal), Advanced Electronic Seal (AdESeal), and Qualified Electronic Seal (QESeal) are the levels of assurance available for an electronic seal. Adding electronic seals will consume the signatures quota of your (document owner's) account. The option to add an electronic seal field will only appear if an electronic seal has been added to the workflow. Adding an electronic seal is subject to your assigned enterprise user role and service plan configuration. If you wish to use this provision, ask your Enterprise Admin to enable the respective field in your .
Select the document from the information panel's 'Pages' tab, on which an electronic seal is required.
Select the electronic seal from the information panel's 'Recipeints' tab, for whom you want to add an electronic seal field.
Click the "Electronic Seal" field, and drop it on the document.
You can drag and drop the field anywhere in the document by using your mouse. The grid lines will assist you in better alignment of fields accordingly. Resize the field with respect to its height and width or use the bottom right corner to resize it diagonally as required. The system will remember the field size and its display preferences (i.e. visible or invisible) for adding new In-Person signature fields on the same document package. By default, upon dropping the "In-Person Signature" field, the edit dialog is automatically displayed. However, if the user is only allowed one level of assurance, the dialogue box will not be automatically displayed.
Click "Save".
To add multiple electronic seal fields, repeat the above steps. However, in a single document, only one electronic seal field is allowed per electronic seal. A second electronic seal will have to be added to add a second electronic seal field.
Click on the electronic seal field.
Select the "Remove" option.
After sharing the document, when it is the turn of the electronic seal for signing, the electronic seal is automatically signed using the configured settings, without any user interaction.
You can only edit the on-screen dimensions but not the PDF dimensions.
SigningHub allows you to add signatures in a workflow. as per the level of assurance. Adding signatures for a recipient/ placeholder will consume signatures quota of your (document owner's) account, after being signed by the recipient. Once you add a signature field, the signature field is marked with "Signature". You can also add multiple signature fields for a recipient in a document. Adding a signature field is subject to your assigned enterprise user role. If you wish to use this provision, ask your Enterprise Admin to enable the respective signature field in your . Upon adding a signature field, a level of assurance will be set for a signature field which is set by default as per the configured default level of assurance under . Level of assurance options for a signature field is subject to your assigned enterprise user role, If you wish to use more options, ask your Enterprise Admin to enable the respective level of assurances in your .
Select the document from the information panel's 'Pages' tab, on which a signature is required from a signer. You can also manage the added documents from here.
Select the recipient from the information panel's 'Recipients' tab, for whom you want to add a signature field. You can also manage the added recipients from here.
Drop the "Signature" field on the required location on the document. By default, upon dropping the "Signature" field, the properties dialogue box is displayed.
Specify the "Level of Assurance" and "Details", as needed.
Click "Save". The field is placed. Once dropped, you can resize the field by changing its height and width using the bottom right corner to resize it diagonally as needed. The system will remember the field size and its display preferences (i.e., visible or invisible) for adding new signature fields of the same group accordingly i.e., all digital signature fields on the same documents package.
In case you do not need to automatically display the properties dialogue box for the Signature fields that you will drop on the Viewer, then enable the "Do not show this dialogue box automatically when a signature field is dropped" option.
To prevent the bloating of a document with multiple Digital Signatures, if more than one Digital Signature fields are dropped against a single signer, only the last dropped signature field will be retained as a Digital Signature field, and the rest of the dropped signature fields will be converted to Simple Electronic Signature.
This conversion of Level of Assurance is individually applicable to each document with in a package i.e. each document can retain one digital signature field.
This conversion of Level of Assurance is applicable regardless of whether or not Simple Electronic Signature is allowed against a user's role settings, the system will still retain only the last dropped signature field as a Digital Signature field, and convert the rest of the dropped signature fields to Simple Electronic Signature, and the user will be able to sign it as well.
After the conversion of Level of Assurance:
if the user deletes the last added signature field, the system will update the Level of Assurance of the second-last added signature field to match the Level of Assurance of the deleted field.
if the user manually updates the Level of Assurance of a field which was converted to Simple Electronic Signature, the system will retain the updated Level of Assurance.
Let's understand this with an example: In this example, five Digital Signature fields have been dropped on multiple pages of a document, against a single signer. The last page (page 4) of the document has no signature for this signer. Only the last dropped signature field (fifth, on page 3) will be retained as a Digital Signature field, and the system will automatically convert the Level of Assurance of the rest of the dropped signature fields to Simple Electronic Signature (i.e. annotation).
Take the cursor to the signature field assigned to you in the document, and double-click the field. Alternatively, you could click on the field, and select the 'Sign' option. A signing dialog will appear to sign the field, only if this field is assigned to you and it is your turn to sign in the workflow.
Add your signature as required. Your signature field will be signed before sharing the document.
In case the user has been assigned two signature fields:
the first one, a Digital Signature, and
the second one, a Simple Electronic Signature
At the time of signing, if the user tries to sign the digital signature field first, the system will generate an error as all the annotations including; Initials, In-person signatures, and Simple Electronic Signatures need to be filled in before moving onto a digital signature. (To complete the case: To sign the digital signature field, the user needs to sign the simple electronic signature field first.)
Click on the signature field in the document to delete, and select the "Remove" option.
The signature field will be removed from the document.
In the following cases, the "Authenticate signer via OTP" option is not available:
If the recipient is a group signer or a placeholder.
If One Time Password (OTP) and Time-based One-Time Password options are disabled in the service plan.
In the case of an Individual workflow type.
If there is an unprocessed signature/in-person signature field with the "Authenticate signer via OTP" option configured, the user will not be able to "Bulk Sign" and "Bulk Sign and Share" the document.
The OTP method for "Authenticate signer via OTP" will be the same as per the configured OTP method in the document owner's service plan.
"(Email)", in case only "Email OTP" is configured in the service plan
"(SMS)", in case only "SMS OTP" is configured in the service plan
"(SMS and Email)", in case both "Email OTP" and "SMS OTP" are configured in the service plan
In the "Mobile Number" field, enter the recipient's mobile number on which the OTP will be sent via SMS. The full international number must be entered in the 00 44 234334334 or +44 234334334 format. By default, the specified mobile number is displayed partially masked to comply with the GDPR policy. Click the 'Eye' icon to view the complete number.
If the signer's mobile number exists in the user's personal or enterprise contacts, the "Mobile Number" field will be auto-populated with the mobile number.
For the currently logged-in user, in case two different mobile numbers have been configured in the user's profile and the user's contacts, the system will auto-populate the "Mobile Number" field with the number configured in the user's profile.
When the delivery method is either "SMS" or "Email & SMS", the provided mobile number of the recipient, will be auto-populated in the "Mobile Number" field.
If the user does not have two factor authentication (2FA) configured, they will be sent an email to set up and to provide a Time based One Time Password. If the user has already configured two factor authentication (2FA) they will be prompted to provide the Time based One Time Password from the authenticator app configured on their mobile device.
To configure the two-factor authentication (2FA) the user will need to install an authenticator app (Google Authenticator, Microsoft Authenticator, etc.) on their mobile device. The email sent to the user to configure two-factor authentication (2FA) will contain:
QR Code
Manual Key
Recovery Codes
In case a recipient is changed and the "Authenticate signer via OTP" option is configured, the system will require the mobile number of the new recipient.
The following OTP preference will be followed while signing, in case of configuration of field-level OTP, Document Signing OTP Authentication, and Secondary Authentication against the Signing Server:
You can only edit the on-screen dimensions but not the PDF dimensions.
A signature field's level of assurance once set as eSeal, QESeal, and AdESeal, is generated by using a certificate which is a public signing certificate as configured under the certification profile.
The OTP length is based on your subscribed service plan. SigningHub currently supports 4, 6, and 9 digits OTP.
An invisible signature doesn't have any visible appearance on a document. However, it entails all other verifiable characteristics of signing, i.e., Time Stamping, Certificate Chain, Certificate Status, etc.
You can also add a signature field on a previously signed document if the document is not certified or locked.
The document owner (and the shared space collaborator, if any) can update the level of assurance of a "Signature" field, while the status of the document is, "In-Progress" or "Pending".
In case of the document owner is an enterprise user, they can set any level of assurance as allowed in the Enterprise Role.
In case of the document owner is an individual user, they can set any level of assurance as allowed in the Service Plan.
In the properties dialogue box, only the "Level of Assurance" field will be editable, the rest of the fields will be read-only.
The level of assurance of a signature field can not be updated if a read-only template has been applied.
Only the level of assurance of unprocessed fields can be updated.
Where previously, the level of assurance of a signature field was set to "Simple Electronic Signature (SES), the system will not allow updating the level of assurance.
Where previously, the level of assurance of a signature field was any other than "Simple Electronic Signature (SES), the system will not allow updating the level of assurance to "Simple Electronic Signature".
There are certain types of data fields, which you can assign to each recipient/placeholder in a workflow.
After adding the data fields, click the "Continue" to proceed.
Whenever a documents 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.
You can also configure the form-filling functionality for PDF-compliant forms in a workflow. In this regard, the fields of a PDF form can be assigned to a specific recipient(s). When the workflow is initiated, SigningHub will allow only the specified recipient(s) to fill in the assigned fields upon their turn. In case a form field is not assigned to any recipient, then all recipients in the workflow can enter text in that field before signing the document. A document owner can also make it mandatory for any recipient to fill in the form field(s), in this case, the document cannot be signed without specifying data in those form field(s). Once specified, such information becomes the permanent part of a signed PDF document.
Select the document from the information panel's 'Pages' tab, on which a form filling is required.
Click on the desired field of the PDF form, and click "Properties".
The 'Properties dialog will appear.
The "Assigned to" field will list all the configured recipients/ placeholders of the workflow. Select the required recipient to assign the field to him/ her.
The "Validation" field shows whether it's mandatory or not.
"Details" further contains "Field Name" which shows an auto-generated (unique and read-only) field name that is used when you need to fill in this field through the API calls. This field is only available as far as the status of a document is Draft.
SigningHub allows the assigning of form fields, as well as all other basic form components such as radio buttons, check boxes and drop down lists.
In case a form field is not assigned to any recipient, then all recipients in the workflow can enter text in that field before singing the document.
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.
SigningHub enables you to add basic form components (i.e. Name, Email, Job title, Company, Text Field, Text Area, Date, Radio Button, Check box, and Add Text) in a document to acquire additional information from a recipient. These fields are normally associated with a specific recipient in a document approval workflow, and can also be made mandatory for a particular recipient to fill-in before signing. When supplied, such information becomes the permanent part of a signed PDF document. Adding form components is subject to your assigned enterprise user role. If you are willing to use this provision, ask your Enterprise Admin to enable the respective fields in your Role>Document Settings. 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 a transparent PNG image is rendered in it.
Select the document from the information panel's 'Pages' tab, on which a form field is required from a recipient.
Select the recipient from the information panel's 'Recipients' tab, for whom you want to add a form field.
Click the form field, and drop it on the document.
Click the "Name", "Email", "Job title", "Company", "Text Field", "Text Area", "Date", "Radio Button", "Check box", and/ or "Add Text" options, one by one and drop it on the document as required. A blank text field will be added for each option (form field) in the document.
When you add any form fields in a document for yourself, the fields will be auto-filled with the available data in the system.
However, this is only applicable when the workflow type is either "Serial", "Parallel", or "Custom".
You can drag and drop the added fields anywhere in the document by using your mouse. The grid lines will assist you in better alignment of fields accordingly. Resize the field with respect to its height and width or use the bottom right corner to resize it diagonally as required. Now single-click on the field, and click the 'Properties' to view and edit its details. SigningHub will remember the field size and all its set properties (i.e. Font type, font size, mandatory, length, etc.) for new fields of the same group accordingly when added to the same documents package. This implies the size and properties set for a Name field will be available for all the Name fields, the size and properties set for an Email field will be available for all the Email fields, and so on.
Click on the field in the document to delete, and select the "Remove" option. The field will be removed from the document.
You can only edit the on-screen dimensions but not the PDF dimensions.
A document recipient can be assigned multiple form fields.
In case a form field is not assigned to any recipient, then all recipients in the workflow can enter text in that field before processing the document.
When a document owner adds any form fields for themself in a DRAFT document, the fields will be auto filled with the available data in their profile. However, this is not applicable to the "Individual" workflows.
When a document (with the assigned form fields) is opened in the PENDING mode for signing, the relevant data (i.e. Name, Email, Job, Company, etc) will be automatically populated in the form fields (editable) from the recipient's profile (i.e. Settings > Profile). The Date form field is always filled with the current date (i.e. Today's date) in editable mode.
| Fields | Description |
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| Fields | Description |
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| Properties | Description |
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| Fields | Description |
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| Fields | Description |
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This OTP authentication option will only be displayed if the "Enable One Time Password (OTP)" option is enabled in the document owner's service plan. If you cannot find this option in your account, .
The Time based One Time Password option will only be displayed if the "Enable Time based One Time Password (TOTP)" option is enabled in the document owner's service plan. If you cannot find this option in your account, .
To set up, the user can either scan the "QR Code" or manually input the "Manual Key" in the Authenticator app. Once the registration is successful, the user can provide the automatically generated Time-based One-Time Password from the Authenticator app to SigningHub to proceed. The list of recovery codes included in the configuration email can be used in place of a Time-based One-Time Password, once each recovery code is to regain access to your SigningHub account, in case you lose access to your mobile device. It is advised to save the recovery codes in a safe place. The user can, however, regenerate a new list of the recovery codes from the option. In case an enterprise user loses access to your mobile device and recovery codes or has used all of the recovery codes, you can ask your enterprise admin to against your account.
| Field-level OTP is configured | Document Signing OTP Authentication OTP is configured | Secondary Authentication against the Signing Server is configured | OTP preference |
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The availability of OTP security features is subject to your subscribed service plan. If you cannot find this option in your account, .
| Fields | Description |
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| Properties | Description |
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Recipient
A read-only field to show the signer name along with the email and/or the mobile number, based on the selected delivery method, for whom the initial field is being configured.
Details Tab
Field Name
Its an auto-generated (unique) field name that is used when you need to fill in initials through the API calls. You can change the name as required, but make sure the uniqueness of a field name is not compromised, i.e. two or more fields in a document cannot have the same field name. This field is only available as far as the status of a document is Draft.
Dimensions
Use this tab to relatively set the on-screen and PDF coordinates/ position (Left, Top, Width & Height) of this initials field. However you can also manually move the field to the desired position in a document through drag and drop, and these coordinates will be updated accordingly. These coordinates are only available as far as the status of a document is Draft.
Replicate Initials
Replicate to Pages
Field to show total number of pages of the selected document of a package. Enable the toggle for the page number(s) (of the document) on which initials are required from the recipient. This will replicate the initials fields on the selected page(s) and display their record in the below grid.
Save and Cancel buttons
Click the "Save" button to save the configurations, or click the "Cancel" button to close this dialog.
Field Name | It's an auto-generated (unique) field name that is used when you need to update/delete the QR Code through the API calls. You can change the name as required, but make sure the uniqueness of a field name is not compromised, i.e. two or more fields in a document cannot have the same field name. |
Screen/PDF | Use this tab to relatively set the on-screen and PDF coordinates/ position (Left, Top, Width & Height) of this form field. However. you can also manually drag the field for moving it to the desired position on the document, and the coordinates will be updated accordingly. These coordinates are only available as far as the status of a document is Draft.tory, SigningHub will enforce the recipient to fill in this field before processing. |
Data | This field allows the users to input the specific information they wish to encode into the QR code. It supports two types of data:
The maximum length of the data is capped at 500 characters. This limit ensures the QR code remains scannable and the encoded information is accurate. |
Error Correction Level | This drop-down allows the user to set the error correction levels which play a critical role in maintaining the integrity of the QR code, especially when it might be partially obscured or damaged. Given below is the list of the available error correction levels:
|
Encoding | This drop-down allows the users to choose the character encoding standard for the QR code. Encoding options define the character set used for the QR code’s data. This ensures the data is properly encoded and decoded across different systems and languages. Below is the list of the available encoding standards:
|
Pixels Per Module | This drop-down allows the users to set the size of each individual module (dot) in the QR code. Larger pixel values result in a larger overall QR code, which can improve readability, especially from a distance or when printed on large surfaces. Given below is the list of the available pixels per module options:
|
Add Margins (Quiet Zones) | This toggle allows the users to enable/disable quiet zones (margins). Quiet zones are the white margins around the QR code. These ensure the scanner can accurately distinguish the code from its surroundings. By default, this toggle is enabled. |
Logo Settings |
|
Colour Settings |
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Preview | After configuring the QR code settings, this button allows users to generate a preview of the QR code. This preview reflects all customizations, enabling users to verify the appearance and functionality before finalizing. |
No | No | No | - |
Yes | Yes | Yes | Field-level OTP |
Yes | No | No | Field-level OTP |
Yes | Yes | No | Field-level OTP |
Yes | No | Yes | Field-level OTP |
No | Yes | No | Document Signing OTP Authentication |
No | Yes | Yes | Document Signing OTP Authentication |
No | No | Yes | Secondary Authentication against the Signing Server |
Assigned to | Property to show the recipient name to whom this field has been assigned. You can re-assign the field to any other configured recipient of the workflow. |
Field Name | Its an auto-generated (unique) field name that is used when you need to fill in this form field through the API calls. You can change the name as required, but make sure the uniqueness of a field name is not compromised, i.e. two or more fields in a document cannot have the same field name. This field is only available as far as the status of a document is Draft. |
Font Type | Property to select the font type (i.e. Courier or Helvetica) in which this field is required to be filled in by the recipient. The system will remember the selected font for the new form fields as well. |
Field Type | This property will only appear against a text field. It is used to define the input type (i.e. Text or Numeric) that is required to be filled in by the recipient. |
Font Size | Property to select the font size in which this field is required to be filled in by the recipient. The system will remember the selected font size for the new form fields as well. |
Placeholder | Property to specify a caption to facilitate the recipient in comprehending this field. The specified placeholder will be displayed within this field to the recipient, e.g. you can display the "Official Email ID" text in an Email field, "Designation" in a Job Title field, etc. |
Allowed Length | Property to specify the maximum number of characters, the recipient can enter in this field. By default it is set to 1000 characters. However for Text Area, the default field length is 5000 characters. |
Validation | Tick it to mark this field as mandatory. When ticked, SigningHub will enforce the recipient to fill in the field before signing the document. |
Date Format | This property is appeared in the settings when you add a date field in your document. Choose a format from the list in which date input is required from the recipient. SigningHub supports 21 international date formats and also a custom date format i.e. ddmmmyyyy (without space). By default the drop down will show the US date format to the US based users, and the UK date format to the users outside the US, according to the set Country in your profile. However you may change the default value as required. When you share a document, SigningHub will get the date value from the recipient according to the selected date field format. |
Group Name | This property is appeared in the settings when you add a radio button in your document. Specify a group name to create a mutually exclusive set of controls. It is useful when only one selection is required from a list of available options. When you set this property, the recipient can select only one option (Radio button) in the specified group at a time. |
Dimensions | Use this tab to relatively set the on-screen and PDF coordinates/ position (Left, Top, Width & Height) of this form field. However you can also manually move the field to the desired position in a document through drag and drop, and these coordinates will be updated accordingly. These coordinates are only available as far as the status of a document is Draft. Note: You can only edit the on-screen dimensions but not the PDF dimensions. The width and height of on-screen dimensions for check box or radio button are also not editable. |
Save and Cancel buttons | Click the "Save" button to save the configurations, or click the "Cancel" button to close the dialog. |
Recipient | A read-only field to display the name of the added electronic seal and no email information will be displayed. |
Level of Assurance | The "Level of Assurance" field will be auto-populated from the electronic seal profile and the field will be disabled. |
Visible Signatures | For an electronic seal, this field will be available when you are allowed (in your user role) to add an invisible electronic seal on a document. When available:
|
Do not automatically show this dialog when a signature field is added | When this option is enabled, the properties dialog will not appear automatically, every time an electronic seal field is dropped. This option is helpful when you need to drop several electronic seal fields on the document. |
Details Tab |
Field Name | An auto-generated (unique) field name which is used when you need to sign this form field through the API calls. You can change the name as required, but make sure the uniqueness of a field name is not compromised i.e., two or more fields in a document cannot have the same field name. This field is only available when the status of a document is Draft. |
Dimensions | Use this section to relatively set the on-screen and PDF coordinates/position (Left, Top, Width and Height) of the signature field. However, you can also manually move the field to the desired position in a document using drag and drop and these coordinates will be updated accordingly. These coordinates are only available when the status of a document is Draft. |
Save and Cancel buttons | Click the "Save" button to save the configurations, or click the "Cancel" button to close this dialog. |
Recipient | A read-only field to display the signer's name along with the email and/or the mobile number, based on the selected delivery method, for whom this signature field is being configured. |
Level of Assurance |
In case the Document Owner tries to add a higher Level of Assurance in combination with Simple Electronic Signature (SES), then Simple Electronic Signature (SES) will be removed. For a smoother workflow, while adding more multiple signature fields on the document, the system will simply use the level(s) of assurance of the last field for the latest one instead of asking for every signature field. You can always modify the level of assurance for each field manually. |
Visible | ​This Visible property is not available in case the Level of Assurance of the Signature field is set to "Electronic Signature". |
Authenticate signer via OTP | Enable this toggle to enable field level authentication through OTP process when attempting to sign the document. By default, this option is unselected. This option will be available for the document owner in Draft, In-Progress, and Pending modes. On enabling the "Authenticate signer via OTP" toggle, the following options will be displayed:
This authentication option will let the recipient sign the document after they have entered the Time based One Time Password. Whenever the recipient will try to sign this document they will be prompted to enter the Time based One Time Password from the authenticator app configured on their mobile device. In case the recipient has not configured two factor authentication (2FA), upon trying to sign a document that requires Time based One Time Password, an email will be sent to their email address to configure two factor authentication (2FA). The document will be signed only upon providing the correct Time based One Time Password. |
Do not show this dialog automatically when a signature field is added |
Details Tab |
Field Name | An auto-generated (unique) field name which is used when you need to sign this form field through the API calls. You can change the name as required, but make sure the uniqueness of a field name is not compromised i.e., two or more fields in a document cannot have the same field name. This field is only available when the status of a document is Draft. |
Dimensions | Use this section to relatively set the on-screen and PDF coordinates/position (Left, Top, Width and Height) of the signature field. However, you can also manually move the field to the desired position in a document using drag and drop and these coordinates will be updated accordingly. These coordinates are only available when the status of a document is Draft. |
Save and Cancel buttons | Click the "Save" button to save the configurations, or click the "Cancel" button to close this dialog. |
Name | It is a text field that is used to get a recipient's name in your document. SigningHub automatically picks the assigned recipient's name from their profile and populates in this field in editable mode, when they process your shared document. If marked mandatory, SigningHub will enforce the recipient to fill in this field before processing. |
It is a text field that is used to get a recipient's email in your document. SigningHub automatically picks the assigned recipient's email from their profile and populates in this field in editable mode, when they process your shared document. If marked mandatory, SigningHub will enforce the recipient to fill in this field before processing. |
Job Title | It is a text field that is used to get a recipient's job title in your document. SigningHub automatically picks the assigned recipient's job title from their profile and populates in this field in editable mode, when they process your shared document. If marked mandatory, SigningHub will enforce the recipient to fill in this field before processing. |
Company | It is a text field that is used to get a recipient's company name in your document. SigningHub automatically picks the assigned recipient's company name from their profile and populates in this field in editable mode, when they process your shared document. If marked mandatory, SigningHub will enforce the recipient to fill in this field before processing. |
Text Field | It is a text field that is used to get any single line information from a recipient in your document. This field is shown blank to the assigned recipient, when they process your shared document. If marked mandatory, SigningHub will enforce the recipient to fill in this field before processing. |
Text Area | It is a text area that is used to get some additional description (multi-line) from a recipient in your document. This field is shown blank to the assigned recipient, when they process your shared document. If marked mandatory, SigningHub will enforce the recipient to fill in this field before processing. |
Date | It is a date field that is used to get any particular date from a recipient in your document. By default SigningHub displays current date in this field to the assigned recipient, which they can edit while processing your shared document. If marked mandatory, SigningHub will enforce the recipient to fill in this field before processing. |
Radio Button | A radio button is used in situations where a recipient can only select one option from a list of options in your document. If marked mandatory, SigningHub will enforce the assigned recipient to select one option before processing. |
Checkbox | A checkbox is used in situations where a recipient can select multiple options from a list of options. They can also be used when you want a recipient to accept/ agree to any statement in your document. If marked mandatory, SigningHub will enforce the assigned recipient to select the checkbox before processing. |
Add Text |
Save and Cancel buttons | Click the "Save" button to save the configurations, or click the "Cancel" button to close this dialog. |
SigningHub enables you to add a unique identifier to documents for identification that will link the document with the Workflow Evidence Report. So even if the documents leave SigningHub it will be possible to link them to a Workflow Evidence Report. So far the only link is the hash of the document, which is very difficult for a user to link the document with a report. This field is associated with a specific document and becomes part of a PDF document when it is shared, signed, reviewed, or updated. Adding a unique identifier is subject to your enterprise's default settings. If you wish to use this feature, ask your Enterprise Admin to enable an option in your Enterprise Settings > Advanced > Default Settings > Document Settings section. SigningHub embeds annotations, and other necessary content within a PDF file to make your documents fully compliant with the PDF/A-1a and PDF/A-1b standards. This content embedding is required by ISO 19005-1 and is usually associated with a document's visual appearance.
Select the document from the information panel's 'Pages' tab, a unique identifier will be shown as added on the document header while uploading. A unique identifier will remain the same for all the documents in a package of a workflow.
Unique Identifier will not be added if the document is already certified signed with the No Changes or Form filling and signing
Unique Identifier will not be added if the "Add a unique identifier in the document header on uploading a document" option is not enabled in your Enterprise Settings > Advanced > Default Settings > Document Settings section
This field could be dragged & dropped on the same page, from one page to another page of same the document, from one document to another document like other fields.
One document could not have more than one Unique Identifier.
When the Unique Identifier field drags & drops from one document to another document, the target document should not already be certified signed with the No Changes or Form filling and signing
Click on the unique identifier field in the document to delete, and select the "Remove" option. The unique identifier field will be removed from the document.
Once the unique identifier field is deleted, you will not be able to add it again. This field is added by the system when a PDF document is uploaded.
The unique Identifier field is not available in the Template.
The system allowed only a single unique identifier per document.
The unique Identifier field becomes the part of PDF document when it is shared, signed, reviewed, or updated
SigningHub allows its users to add attachments to a workflow. Adding field attachments in a workflow is subject to recipient permissions, configurations of your user role and the configuration of your service plan. If you are willing to use this feature, contact your Enterprise Administrator. Upon sharing the document, the attachment field does not become part of the document.
Select the document from the information panel's 'Pages' tab, on which attachment is required from a recipient.
Select the recipient from the information panel's 'Recipients' tab, for whom you want to add an attachment field.
Click the "Attachment" option, and drop it on the document.
You can drag and drop the field anywhere in the document by using your mouse. The grid lines will assist you in better alignment of fields accordingly. Resize the field with respect to its height and width or use the bottom right corner to resize it diagonally as required. The system will remember the field size and its display preferences (i.e. visible or invisible) for adding new In-Person signature fields on the same documents package. When you click "Properties", dialogue will appear for settings.
Click "Save".
Click on the attachment field in the document to delete, and select the "Remove" option. The field will be removed from the document.
Take the cursor to the attachment field assigned to you in the document, and double-click the field. Alternatively, you could click on the field, and select the 'Upload' option.
Take the cursor to the initials field assigned to you in the document, and double-click or select the upload option in its single-click menu. A dialogue box will appear to upload attachments. If it is a mandatory attachment field, the note will be displayed in the dialogue box.
Add your attachment as required. Your attachment will be added before sharing the document. Once an attachment has been added the system will disable the attachment field on the viewer.
You can only edit the on-screen dimensions but not the PDF dimensions.
Only one document can be added against a single attachment field.
Once an attachment has been added the system will disable the attachment field on the viewer.
A document owner can only add an attachment field if:
"Manage document attachments and document merging" is allowed against their user role, and
The "Attachments and Merging" feature is allowed against their service plan.
The attachment field will only appear for a recipient if the "Allow Attachments and Merging" permission is allowed for the recipient.
If the "Manage document attachments and document merging" is disallowed against their user role, all the unprocessed attachment fields on draft documents will be removed.
If the "Allow Attachments and Merging" permission is disallowed for a recipient, all the unprocessed attachment fields, assigned to the recipient, on the draft document, will be removed.
An in-person signature is done by a user in the presence of another user who facilitates the signing process. The facilitator can either be a configured signer or a user hosting the In-Person signing session. SigningHub lets the document owner add one or more In-Person signature fields for a Signer or a Meeting Host. Adding In-Person signature fields is subject to your assigned enterprise user role. If you are willing to use this provision, ask your Enterprise Admin to enable the respective signature field in your Role>Document Settings.
Select the document from the information panel's 'Pages' tab, on which an in-person signature is required.
Select the recipient from the information panel's 'Recipeints' tab, for whom you want to add an in-person signature field. You can also manage the added recipients from here.
Click the "In-Person Signature" option, and drop it on the document.
You can drag and drop the field anywhere in the document by using your mouse. The grid lines will assist you in better alignment of fields accordingly. Resize the field with respect to its height and width or use the bottom right corner to resize it diagonally as required. The system will remember the field size and its display preferences (i.e. visible or invisible) for adding new In-Person signature fields on the same document package. By default, upon dropping the "In-Person Signature" field, the edit dialog is automatically displayed. However, if the user is only allowed one level of assurance, the dialogue box will not be automatically displayed.
Click "Save".
Click on the in-person signature field in the document to delete, and select the "Remove" option.
The in-person signature field will be removed from the document.
Take the cursor to the signature field assigned to you in the document, and double-click the field. Alternatively, you could click on the field, and select the 'Sign' option. A signing dialog will appear to sign the field, only if this field is assigned to you and it is your turn to sign in the workflow.
Add your in-person signature as required. Your in-person signature field will be signed before sharing the document.
In the following cases, the "Authenticate signer via OTP" option is not available:
If the recipient is a group signer or a placeholder.
If One Time Password (OTP) and Time-based One Time Password options are disabled in the service plan.
In the case of an Individual workflow type.
If there is an unprocessed signature/in-person signature field with the "Authenticate signer via OTP" option configured, the user will not be able to "Bulk Sign" and "Bulk Sign and Share" the document.
This OTP authentication option will only be displayed if the "Enable One Time Password (OTP)" option is enabled in the document owner's service plan. If you cannot find this option in your account, upgrade your service plan.
The OTP method for "Authenticate signer via OTP" will be the same as per the configured OTP method in the document owner's service plan.
"(Email)", in case only "Email OTP" is configured in the service plan
"(SMS)", in case only "SMS OTP" is configured in the service plan
"(SMS and Email)", in case both "Email OTP" and "SMS OTP" are configured in the service plan
In the "Mobile Number" field, enter the recipient's mobile number on which the OTP will be sent via SMS. The full international number must be entered in the 00 44 234334334 or +44 234334334 format. By default, the specified mobile number is displayed partially masked to comply with the GDPR policy. Click the 'Eye' icon to view the complete number.
If the signer's mobile number exists in the user's personal or enterprise contacts, the "Mobile Number" field will be auto-populated with the mobile number.
For the currently logged-in user, in case two different mobile numbers have been configured in the user's profile and the user's contacts, the system will auto-populate the "Mobile Number" field with the number configured in the user's profile.
When the delivery method is either "SMS" or "Email & SMS", the provided mobile number of the recipient, will be auto-populated in the "Mobile Number" field.
The Time based One Time Password option will only be displayed if the "Enable Time based One Time Password (TOTP)" option is enabled in the document owner's service plan. If you cannot find this option in your account, upgrade your service plan.
If the user does not have two factor authentication (2FA) configured, they will be sent an email to set up and to provide a Time based One Time Password. If the user has already configured two factor authentication (2FA) they will be prompted to provide the Time based One Time Password from the authenticator app configured on their mobile device.
You can only edit the on-screen dimensions but not the PDF dimensions.
A document signer/ meeting host can have multiple in-person signatures in a workflow document.
Only those signing capacities will appear for in-person signing, which are having Electronic Seal (eSeal) as a level of assurance.
An in-person signature will be a witness digital signature, it is generated by using a witness certificate which is a public signing certificate available on the server for digital signing.
An invisible signature doesn't have any visible appearance on a document. However, it entails all other verifiable characteristics of e-signing, i.e. Time Stamping, Certificate Chain, Certificate Status, etc. An invisible signature can be a Digital Signature, Witness Digital Signature, or Witness In-Person Signature as configured in a workflow.
You can also add an in-person signature field on a previously signed document if the document is not certified or locked.
The document owner (and the shared space collaborator, if any) can update the level of assurance of an "In-Person Signature" field, while the status of the document is, "In-Progress" or "Pending".
In case the document owner is an enterprise user, they can set any level of assurance as allowed in the Enterprise Role.
In case the document owner is an individual user, they can set any level of assurance as allowed in the Service Plan.
In the edit dialog, only the "Level of Assurance" field will be editable, the rest of the fields will be read-only.
The level of assurance of an In-Person signature field can not be updated if a read-only template has been applied.
Only the level of assurance of unprocessed fields can be updated.
Where previously, the level of assurance of an In-Person signature field was set to "Simple Electronic Signature (SES), the system will not allow updating the level of assurance.
Where previously, the level of assurance of an In-Person signature field was any other than "Simple Electronic Signature (SES), the system will not allow updating the level of assurance to "Simple Electronic Signature".
To configure the two factor authentication (2FA) the user will need to install an authenticator app (Google Authenticator, Microsoft Authenticator, etc.) on their mobile device. The email sent to the user to configure two-factor authentication (2FA) will contain:
QR Code
Manual Key
Recovery Codes
To set up, the user can either scan the "QR Code" or manually input the "Manual Key" in the Authenticator app. Once the registration is successful, the user can provide the automatically generated Time-based One-Time Password from the Authenticator app to SigningHub in order to proceed. The list of recovery codes included in the configuration email can be used in place of a Time-based One-Time Password, once each recovery code is to regain access to your SigningHub account, in case you lose access to your mobile device. It is advised to save the recovery codes in a safe place. The user can, however, regenerate a new list of the recovery codes from the Manage Two Factor Authentication (2FA) option. In case an enterprise user loses access to your mobile device and recovery codes, or has used all of the recovery codes, you can ask your enterprise admin to reset the two-factor authentication (2FA) against your account.
In case a recipient is changed and the "Authenticate signer via OTP" option was configured, the system will require the mobile number of the new recipient.
The following OTP preference will be followed while signing, in case of configuration of field-level OTP, Document Signing OTP Authentication, and Secondary Authentication against the Signing Server:
Click on the in-person signature field in the document to delete, and select the "Remove" option.
The in-person signature field will be removed from the document.
Take the cursor to the signature field assigned to you in the document, and double-click the field. Alternatively, you could click on the field, and select the 'Sign' option. A signing dialog will appear to sign the field, only if this field is assigned to you and it is your turn to sign in the workflow.
Add your in-person signature as required. Your in-person signature field will be signed before sharing the document.
SigningHub lets the document owner, and the recipients add document comments with in the workflows. The document owner and the recipients can add document comments to a workflow for which the document owner has allowed document comments. Document comments can be added in all modes. i.e. Draft, Pending, In-progress, Signed, Declined, Approved, Submitted, and Completed. Once a document comment is added, depending on whether it is a public comment or a private comment, the users will be notified (via push notifications/on-screen notifications/email notifications) as per their personal notification settings and enterprise notification settings. In case the user is a document owner, the "When my documents are processed by others" notification setting will be followed. In case the user is a recipient, the "When there are subsequent changes in documents that I received" notification setting will be followed.
Click on the document comments button to drag and drop the drop-in comment field anywhere on the document. Once a drop-in comment field is dropped, the field will no longer be draggable. The document field is not resizable.
Once the document comment field is dropped, the comment dialogue box will open.
Users can configure if they want to post a public comment or a private comment. By default, "Everyone" is selected for posting a public comment. For a private comment, the user can choose the recipient(s) who can see this comment. Only public document comments will be visible to all the recipients. The private document comment thread will only be visible to the selected recipients.
In the comment field, specify the comment you want to post. You can also choose to mention a recipient by typing "@". The maximum length of the comment is 500 characters.
Click on the "Add comment" button and the document comment will be posted.
A document comment can only be edited while the document is in "Draft" mode.
Open the document in which you want to edit drop-incomments.
Click on the drop-in comment, and click "Edit" in the dialogue that appears.
Once the drop-in comment is being edited, only the comment can be changed and not whether the comment is public or private (who can see the comment). Once edited, click "Save". If you want to discard the changes, click on the "Cancel" button to revert back to the original comment.
A document comment can only be deleted while the document is in "Draft" mode.
Open the document in which you want to delete document comments.
Click on the comment and click "Delete" in the dialogue appears. Once clicked, the document comment will be deleted.
The user can reply to a document comment to start a thread.
Click on the drop-in comment to which you want to reply.
A dialogue will appear. Type your reply and click "Reply".
A recipient with a "Send a Copy" role, does not have the option to add document comments.
Document comments are not allowed in "Only Me" workflows.
The document comments feature is only available for PDF and DOC documents and is not available for XML documents.
If a recipient is changed, all the private comments with that particular recipient will be deleted from the system. However, the public comments of that recipient will not be deleted.
For any unseen comments, a counter for the unseen comments will appear against the document comment thread.
A mandatory field to be selected to perform signing for a user. Levels of assurance will be available as allowed in the role assigned to you. Level of assurance will be set for a signature field by default as per the configured default level of assurance under . Level of assurance options for a signature field is subject to your assigned enterprise user role and can be changed under .
The terms for a level of assurance are as per the eIDAS Standards. For details of these terms . Possible values are:
For a signature, this field will be available when you are allowed () to add invisible signatures on a document. When available:
Enable the "Visible" option, if you require a visible signature from the signer in this field. This signature will have a proper appearance on the document as configured in the signer's .
Disable the "Visible" option, if you require an invisible signature from the signer in this field. An invisible signature entails all the characteristics of a signature and is duly verifiable like a visible signature. However, it does not have any appearance on the document. When a signature field is marked as invisible, an eye icon is placed in the signature field (as shown with the red arrow):
This option will let the document owner send an OTP to the recipient that will used for the purpose of signing authentication. Whenever the recipient will try to sign this document an OTP will be sent to the recipient's email, mobile number, or both depending upon the document owner's service plan configuration. When the service plan allows "SMS OTP", a field to specify the mobile number of a recipient to send an OTP will be displayed. The document will be signed only upon providing the correct OTP. By default, the specified number is displayed partially masked to comply with the GDPR policy. Click to view the complete number.
Enable to automatically apply the "" of the current signature field to the ones that you will drop afterwards. This option is helpful when you need to drop several signature fields on the document without making an extra effort to manually set the same Level of Assurance for each of the signature fields separately.
This option will enable you to add some additional text in your PDF document before sharing it with recipients. Specify the text in the field as required and click . Once saved, the text cannot be deleted from the document.
| Fields | Description |
|---|---|
| Fields | Description |
|---|---|
| Field-level OTP is configured | Document Signing OTP Authentication OTP is configured | Secondary Authentication against the Signing Server is configured | OTP preference |
|---|---|---|---|
Recipient
A read-only field to show the signer name along with the email and/or the mobile number, based on the selected delivery method, for whom the initial field is being configured.
Validation
Select the "Mandatory" option, if the document owner wants to make sure that the recipients must add an attachment. Select the "None" option, if the document owner does not want to mandate adding an attachment.
Note
This field will only appear if the "Mandatory" option has been selected in the "Validation" field. The note field lets the document owner specify a personal note (up to 500 characters) that will be used to intimate the configured recipient when they click on the attachment field. This is a mandatory field.
Details Tab
Field Name
Its an auto-generated (unique) field name that is used when you need to fill in initials through the API calls. You can change the name as required, but make sure the uniqueness of a field name is not compromised, i.e. two or more fields in a document cannot have the same field name. This field is only available as far as the status of a document is Draft.
Dimensions
Use this tab to relatively set the on-screen and PDF coordinates/ position (Left, Top, Width & Height) of this initials field. However you can also manually move the field to the desired position in a document through drag and drop, and these coordinates will be updated accordingly. These coordinates are only available as far as the status of a document is Draft.
Save and Cancel buttons
Click the "Save" button to save the configurations, or click the "Cancel" button to close this dialog.
No
No
No
-
Yes
Yes
Yes
Field-level OTP
Yes
No
No
Field-level OTP
Yes
Yes
No
Field-level OTP
Yes
No
Yes
Field-level OTP
No
Yes
No
Document Signing OTP Authentication
No
Yes
Yes
Document Signing OTP Authentication
No
No
Yes
Secondary Authentication against the Signing Server
Name of Signer
Specify the In-Person signer name that will sign the document. The specified name will be shown in the below grid and under the In-Person signature field on the document.
Level of Assurance
This is a mandatory field to be selected in order to perform In-Person signatures. In the case of an enterprise user, the levels of assurance will appear in the drop-down list as configured in the user's user role. In the case of an individual user, the levels of assurance will appear in the drop-down list as configured in the user's service plan. By default, the level of assurance will be set for an In-Person signature field as per the configured default level of assurance for an In-Person Signature under Personal Settings>Signature Settings.
The terms for a level of assurance are as per the eIDAS Standards. Possible values are:
Simple Electronic Signature (SES)
Electronic Seal (eSeal)
Advanced Electronic Seal (AdESeal)
Qualified Electronic Seal (QESeal)
If the document owner tries to add a higher level of assurance, as a "Level of Assurance", in combination with "Simple Electronic Signature (SES)", the "Simple Electronic Signature (SES)" will be removed. Similarly, if the document owner tries to add "Simple Electronic Signature (SES)", as a "Level of Assurance", in combination with a higher level of assurance(s), the higher level of assurance(s) will be removed. For a smoother workflow, while adding multiple signature fields on the document, the system will simply use the level(s) of assurance of the last field for the latest one instead of asking for every signature field. You can always modify the level of assurance for each field manually.
Visible
This field will only appear when you are allowed (in your role) to add the invisible signatures on a document and also allowed (in your service plan) to add witness digital signatures. When this field is available:
Enable the "Visible" option, if you require a visible witness in-person signature from the signer on this field. This signature will have a proper appearance on the document as configured in the signer's Signature Appearance settings.
Disable the "Visible" option, if you require an invisible witness in-person signature from the signer on this field. An invisible signature entails all the characteristics of an electronic signature and is duly verifiable like a visible signature. However, it does not have any appearance on the document. When an in-person signature field is marked as invisible, an eye icon is placed on the field as shown with the red arrow:
In case of "Simple Electronic Signature (SES)" is selected as the "Level of Assurance", the "Visible" field will not appear.
Authenticate signer via OTP
Enable this toggle to enable field-level authentication through the OTP process when attempting to sign the document. By default, this option is unselected. This option will be available for the document owner in Draft, In-Progress, and Pending modes. On enabling the "Authenticate signer via OTP" toggle, the following options will be displayed:
One-Time Password (SMS and Email)
This option will let the document owner send an OTP to the recipient that will used for the purpose of signing authentication. Whenever the recipient tries to sign this document an OTP will be sent to the recipient's email, mobile number, or both depending upon the document owner's service plan configuration. When the service plan allows "SMS OTP", a field to specify the mobile number of a recipient to send an OTP will be displayed. The document will be signed only upon providing the correct OTP. By default, the specified number is displayed partially masked to comply with the GDPR policy. Click the 'Eye' icon to view the complete number.
Time-based One-Time Password
This authentication option will let the recipient sign the document after they have entered the Time-based One-Time Password. Whenever the recipient tries to sign this document they will be prompted to enter the Time-based One-Time Password from the authenticator app configured on their mobile device. In case the recipient has not configured two-factor authentication (2FA), upon trying to sign a document that requires a Time-based One-Time password, an email will be sent to their email address to configure two-factor authentication (2FA). The document will be signed only upon providing the correct Time-based One-Time Password.
Do not show this dialog automatically when a signature field is added
Enable to automatically apply the "Level of Assurance" of the current signature field to the ones that you will drop afterwards. This option is helpful when you need to drop several signature fields on the document without making an extra effort to manually set the same Level of Assurance for each of the signature fields separately.
Details Tab
Field Name
An auto-generated (unique) field name which is used when you need to sign this form field through the API calls. You can change the name as required, but make sure the uniqueness of a field name is not compromised i.e., two or more fields in a document cannot have the same field name. This field is only available when the status of a document is Draft.
Dimensions
Use this section to relatively set the on-screen and PDF coordinates/position (Left, Top, Width and Height) of the signature field. However, you can also manually move the field to the desired position in a document using drag and drop and these coordinates will be updated accordingly. These coordinates are only available when the status of a document is Draft.
Replicate In-Person Signature Tab
Replicate to Pages
Enable the page number(s) (of the document) on which In-Person signature(s) are required from the signer/ meeting host. This will replicate the In-Person signature field on the selected page(s) and display their record in the below grid.
Save and Cancel buttons
Click the "Save" button to save the configurations, or click the "Cancel" button to close this dialog.
