SigningHub recommends to specify your regional information, so that your account configurations can be customised according to your geographical location. Once specified, SigningHub will start manipulating your document transactions according to your time zone, and will change the entire interface into your language.

Supported Languages:

Currently, SigningHub supports more than 20 international languages (i.e. English, Dutch, Arabic, Spanish, Russian, French, Hindi, Japanese, Chinese, Greek, Norwegian, Romanian, etc.) to enable the global users to send documents for signature in their native language.

Specify your locale information

1. Click "Configuration" then click "Personal information" under Profile & Security options in Personal Configuration section.
2. Expand "Locale" tab and click "Edit" button.
3. Complete the fields accordingly, i.e. specify your country, time zone and language. From the "Language" field select your desired language to use SigningHub in. The entire GUI of your SigningHub account will be displayed in the selected language.
4. Click the "Save changes" button.

SigningHub enables you to save your frequently used documents in the library for future use. In this way when you need approvals on the similar documents again, you can simply to initiate the workflows. From the library section, individual users can manage (Add, Edit, Delete and Move) their personal documents. The users can manage their personal library documents better by creating personal library folders and moving documents between folders.

There are certain special privileges in a workflow, which you can add in a template for your choice recipients. They are:

SigningHub allows the user to track the 'Active Sessions' so that the user will be able to know about their recurrent logins. SigningHub lets you view information about the 'Active Sessions' in read-only mode. In this regard, you can view name (of the system), agent (web browser) and IP address.

View your active sessions

1. Click "Configuration" then click "Active sessions" under Profile & Security options in Personal Configuration section.

SigningHub provides a Passkey Login feature that allows you to authenticate using passkeys instead of traditional passwords. Passkeys can be stored securely on your device or in your browser, providing a convenient and secure way to log in. You can manage multiple passkeys, giving you flexibility across devices and platforms. A maximum of 5 passkeys can be registered per account.

The Passkey Management screen displays a list of your registered passkeys. For each passkey, the following information is visible:

• Passkey Name: The user-defined name for easy identification.

• Operating System: The platform on which the passkey is registered (e.g., Windows, macOS, Android, iOS).

• Created On: The date the passkey was registered.

1. Click "Configuration" then click "Passkey Login" under Profile & Security options in the Personal Configuration section.

2. Click the "Add Passkey" button.
3. The browser will display a dialogue prompting you to save the passkey. The passkey can be stored in one of the following locations:

1. Select the passkey that you wish to edit.

2. Click on the 'Edit' option in the right information panel.

3. Edit the new name for the passkey and save.

1. Select the passkey that you wish to edit.

2. Click on the 'Delete' option in the right information panel.

3. A confirmation dialogue will appear; click 'Delete' to delete the passkey.

SigningHub offers a wide range of custom documents that can be shared for approval/ sign off purposes. Each document is automatically converted into PDF format before bringing it to the SigningHub platform. If you have standard files that you need to send out over and over again, you can create a template of that document, and apply on the same documents (when required) to quickly reuse all the workflow configurations.

Add a document in the template

After you click "Add template".

1. Drag and drop the document or select them from your device.
2. The document will be added for further processing.

SigningHub provides Remote Authorised Signing (RAS) feature, to allow you to authorise a remote signature (done on server) using your registered mobile device(s), running any of the SigningHub native apps (i.e. Android or iOS). The device will have its user authentication built-in (touchID or PIN), so in a way you can also get two-factor authentication. The feature is available on those Android devices that support fingerprints verification, while in case of iOS devices, it can work with both touch ID or passcode verification. When you are allowed (available in your service plan and configured in your role) to use this feature, then upon signing for the first time you need to register your device via SMS and Email OTPs before authorization. This is a one time process only. Once your device is registered you can start authorizing your signature from it. Similarly, you can register multiple mobile devices with your account. For more details, visit Ascertia's Partner Portal for frequently asked questions.

View your registered/ authorized mobile devices

1. Click "Configuration" then click "Authorized devices" under Profile & Security options in Personal Configuration section.

Mobile device registration and de-registration

You can easily register your mobile device with your SigningHub account, or de-register your registered device from your SigningHub account, visit for frequently asked questions.

SigningHub also lets the document owner, and the recipients add document comments with in the workflows. The document owner can choose to allow document comments for each workflow.

Configure document comments for your template

After you have:

• Added the document,

• Added all the recipients and placeholders, and

• in your template:

1. Enable "Allow Comments" toggle.
2. Click "Continue".

SigningHub lets you configure your personal information, password, security questions and locale in your SigningHub profile.

1. Click "Configuration" then click "Personal information" under Profile & Security options in Personal Configuration section.
2. Expand "Information" tab and click "Edit" button.

It is often observed that people forget their passwords from time to time. So in order to recover your forgotten password, SigningHub lets you set a security question, which can alternatively be used to confirm your identity.

1. Click "Configuration" then click "Security" under Profile & Security options in Personal Configuration section.
2. Expand "Security Question" tab.

You can also configure a template to automatically send the copy of your completed document(s) to your choice contacts, or upload them on your cloud drive, when applied on a workflow document. This could be useful when a workflow document has got multiple owners, and/ or each stakeholder wants to have the final document copy after being signed by all the recipients/ placeholders.

After you have:

• ,

• , and

SigningHub allows you to configure language for email notifications that provide ability to send documents for signature in native language of global users. These notifications are specifically associated with Document Shared, Sign-off Reminder, Document Recalled, and Send a Copy emails, and are used to intimate their . The configured settings from here will be applicable to guest users only.

This option is available only if

• Recipient is a guest user

• Allow Change of Language by Users is enabled in Global Settings under SigningHub Admin

In case you are logged in as an , SigningHub lets you view your enterprise information in read-only mode. In this regard, you can view your enterprise name, enterprise account owner name, their email address and their mobile number.

1. Click "Configuration" then click "Personal information" under Profile & Security options in the Personal Configuration section.
2. Expand the "Enterprise" tab.

SigningHub also lets you specify a personal email message in a template that will be used to intimate the configured recipients/ placeholders upon their turn.

After you have:

• ,

• ,

1. Click "Configuration" then click "Library" under Documents options in Personal Configuration section.
2. Your folders will be list in "Folders" section.

To keep the approval process in time, SigningHub allows you to configure auto reminders for the recipients (in a template), who may forget to timely respond to your workflow. A reminder is the original email notification that is resent to the recipient(s), when they don't sign a document by a certain (configurable) time period. When the workflow related to this template document is triggered, the set reminders will be activated accordingly. You may also later anytime to any recipients, during a workflow execution. SigningHub might show some pre-defined reminders as laid out in your . You may change the default settings as required before saving the template

After you have:

• ,

The Stamps page in Personal Configurations allows users to manage their personal stamps and view enterprise stamps assigned to them. Personal stamps can be added or deleted depending on your role permissions, while enterprise stamps are displayed in a read-only format and cannot be modified. Both personal and allowed enterprise stamps will appear together in signing dialogues, providing users with all available stamps during their workflows.

To create a new personal stamp, follow these steps:

1. Drag and drop an image or browse your device to select a stamp file.

SigningHub gives you an option to use your choice cloud drives for keeping the copies of your completed documents and save the storage space of your SigningHub account. The enabled cloud drives from here, will be available to you while:

• , and

• .

The Artificial Intelligence (AI) tab in the document viewer allows users to apply AI-powered actions to documents to streamline workflows, analyse content, and detect potential issues. Users can simplify content, summarise text, analyse legal implications, and detect inconsistencies or errors within a document using the default AI tools, or configure custom AI tools as required.

The AI tab appears as the third tab in the Document Viewer and is available only when the Artificial Intelligence (AI) option is enabled for the user in Recipient Permissions.

Follow these steps to apply AI to a document:

1. Click the AI tab from the viewer toolbar.

Based on your subscribed , SigningHub provides a specific storage quota to your account. Exceeding the available storage quota requires upgrading your service plan. It is therefore recommended to effectively utilise the account storage space, by keeping the backup of insignificant signed documents on your local system or on your cloud drives. This option appears under "Personal Configurations" in the case of an "Individual" account, and appears under "Enterprise Configurations" in the case of an "Enterprise" account.

1. Click "Configuration" then click the "Documents" option in the Personal Configuration section.

2. Enable the "Save every document revision" option.

SigningHub enables you to lock a template (make it Read-Only) so that the workflow configurations inside it cannot be modified during document preparation mode. This is useful in the situations when the defined workflow configurations within a template need to be enforced in their as it is format.

1. Go to "Documents" screen.

2. Enable "Read Only" toggle.

SigningHub enables you to maintain a contacts list of your recipients. The individual and enterprise users can manage (Add, Edit, and Delete) their personal contacts, while the enterprise users can also view the enterprise contacts, as maintained by their enterprise admin. These contacts are available for selection when you need to add recipients in a template and/or in a document workflow. You can also create groups of these contacts as required.

View your enterprise contacts (applicable to enterprise users only)

1. Click "Configuration" then click "Contacts" under People options in Personal Configuration section.
2. Enterprise contacts will be listed in "Enterprise Contacts" section.

1. Click "Configuration" then click "Contacts" under People options in Personal Configuration section.

2. Personal contacts will be listed in "Personal Contacts" section.

1. Click "Configuration" then click "Contacts" under People options in Personal Configuration section.

2. Click "Add a contact" button.
3. Specify the contact's name, email, and mobile number in the respective fields. The specified contact name will be displayed on your Home screen when a document is received from this contact ID.

1. Click "Configuration" then click "Contacts" under People options in Personal Configuration section.

2. Select the desired contact and click "Edit" button in the right panel.
3. Edit the contact's name and mobile number, as required.

1. Click "Configuration" then click "Contacts" under People options in Personal Configuration section.

2. Select the desired contact and click "Delete" button in the right panel.
3. Click "Delete" in confirmation dialogue.

SigningHub lets you certify your digital signature. The certified signature is used to restrict the recipients to perform only the specific changes in a document, as system wont allow them to perform any other changes. In this regard, the first signature of each document in a workflow package will be a certified digital signature that will determine the allowed permissions on the document, while the rest of the signatures will be the simple digital signatures. A document having a certified digital signature is called a certified document. System might show the pre-selected options as laid out in your Enterprise Settings. (In case of an Individual user, the options specified in the web.config file will be followed.) You may change the default settings as required before saving the template.

See the following table for details:

Certify Options

After you have :

1. Click the three dots menu and select the "Certify" option, against the document.
2. Choose the required certification preference from the next appearing dialog.
3. Enable the "Lock the document upon workflow completion" option, if you want to lock all the form fields of your document after the last signature. Document locking feature is specifically related to the PDF documents with form fields. This check will be disabled when "Certify with no changes" option is selected.

A Time based One Time Password (TOTP) is a temporary passcode generated by an algorithm that uses the current time of day as one of its authentication factors. Time based One Time Passwords provide additional security as even if a user's traditional password is stolen or compromised, an attacker cannot gain access without the TOTP, which expires quickly. The Two-Factor Authentication (2FA) tab will only be displayed if the "Enable Time based One Time Password (TOTP)" option is enabled in the user's service plan. If you cannot find this option in your account, upgrade your service plan. Time based One Time Password (TOTP) can be used as a secondary authentication method for login, server-side signing, and document opening.

Configure two factor authentication

1. Click "Configuration" then click "Two-factor authentication" under Profile & Security options in Personal Configuration section.
2. Click "Enable Two-Factor Authentication" button.
3. The 'Configure Two Factor Authentication' dialogue will appear to configure two factor authentication.
4. 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 'Configure Two-Factor Authentication' dialogue shown to the user will contain:

   • QR Code

   • Manual Key

5. Once the registration is successful, the user can provide the automatically generated Time based One Time Password from the Authenticator app to SigningHub and click the "Configure" button.

1. Click "Configuration" then click "Two-factor authentication" under Profile & Security options in Personal Configuration section.

2. To disable two factor authentication, click on the "Disable Two-Factor Authentication" button.
3. To regenerate the recovery codes, click on the "Regenerate recovery codes" button. You will be prompted to provide the Time based One Time Password. In case you do not have access to your mobile phone, you can also input a recovery code, that has not been used before, in place of the Time based One Time Password.

SigningHub enables you to manage your legal notices that need to be agreed by the recipients during workflow. The recipients must have to agree with the legal notice to sign/ review/ update the document. The individual and enterprise users can manage (Add, Edit, and Delete) their personal legal notices, while the enterprise users can also view the enterprise legal notices, as maintained by their enterprise admin.

View your enterprise legal notices (applicable to enterprise users only)

1. Click "Configuration" then click "Legal notices" under Documents options in Personal Configuration section.
2. Your enterprise legal notices will be listed in "Enterprise Legal Notices" section.

1. Click "Configuration" then click "Legal notices" under Documents options in Personal Configuration section.

2. Your enterprise legal notices will be listed in "Personal Legal Notices" section.

1. Click "Configuration" then click "Legal notices" under Documents options in Personal Configuration section.

2. Click "Add legal notice" button in Personal Legal Notices section.
3. Specify name and content of legal notice in the respective fields.

1. Click "Configuration" then click "Legal notices" under Documents options in Personal Configuration section.

2. Select the desired legal notice and click "Edit" in right panel.
3. Edit the required content (i.e. Name or Description).

1. Click "Configuration" then click "Legal notices" under Documents options in Personal Configuration section.

2. Select the desired legal notice and click "Delete" in right panel.
3. Click "Delete" in the confirmation dialogue.

Though we will not be pleased to let you go, but sometimes we have to say goodbye. You may delete your SigningHub account anytime without any ifs and buts. This option is specifically related to the "Individual" account subscriptions and enterprise user accounts. However an enterprise owner cannot delete their account unless the enterprise ownership is transferred to another enterprise admin.

Delete your SigningHub account using SigningHub Web

1. Click on "Configurations" button in the navigation panel, then click on the "Personal Information" option in the Personal Configuration section.
2. Under "Account Deletion", click on the "Delete My Account" button.
3. Click "Send deletion email" in the confirmation dialogue.
4. A confirmation email will be sent to you with an encrypted link of account deletion. Click "Delete Account" from the email to conclude the account deletion process.

1. From the 'Dashboard' screen, click on the 'Settings' button (available in the bottom toolbar).
2. Click on the 'Security' section on the 'Settings' screen.
3. Click on the 'Account Deletion' option.

SigningHub lets you configure certain recipient-related permissions in a template. In this regard, you can separately set permissions for document printing access, downloading access, adding text fields, adding document attachments, merging provision, changing recipient/ placeholder privileges, and/ or configure a legal notice for each recipient. The system might show some pre-selected permissions as laid out in your default enterprise settings. You may change the default behaviour as required before saving the template.

Set recipient permissions in the template

After you have:

• Added the document,

• , and

• in your template:

1. Click "Permissions" against the recipient/placeholder for whom you want to set permissions.

2. A dialogue will appear, enabling the toggles as required. See the "Recipient Permissions" table for details.
3. Click "Save".

You can also configure the form filling functionality for PDF compliant forms in a template. In this regard, the fields of a PDF form can be assigned to specific recipient(s). When the workflow related to this template 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 singing the document. You 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.

Configure form filling settings in the template

After you have:

• Added the documents (a PDF form),

• ,

• and,

• for each recipient/ placeholder as required in a workflow package:

1. Select the document(pdf form) from the right panel -> pages tab of document viewer screen, on which form filling needs to be configured. You can also manage the added documents from here.

2. Now, singly click on the desired field of the PDF form, and click "Properties".

3. The "Form Field" dialog will appear.

There are certain types of data fields, which you can assign to each recipient/ placeholder in a workflow. They are:

• Add signature fields

• Add in-person signature fields

• Add electronic seal fields

After adding the data fields, click the "Continue" to proceed.

1. Click "Configuration" then click "Library" under Documents options in Personal Configuration section.
2. In case you are logged in as an Enterprise user, select "Personal" from the "Type" drop down available at top-right of the screen.

   The "Folder" drop down can be used if you want to view personal documents added to a specific folder. The "Folder" drop down will appear, if there is at least one personal library document folder created. Your personal documents will be listed. The document with a configured template will be showing the template name next to it.

SigningHub supports four different types of a workflow, see the following table for details:

SigningHub enables you to create groups of your for the , , and/ or purposes. These groups are available to you, when you need to add recipients in a and/or in a . The individual and enterprise users can manage (Add, Edit, and Delete) their personal groups, while the enterprise users can also view the enterprise groups, as maintained by their enterprise admin.

1. Click "Configuration" then click "Groups" under People options in Personal Configuration section.

SigningHub allows its users to add attachments in 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.

Add an attachment field in the template

After you have:

• Added the documents,

• Added all the recipients, electronic seals and placeholders,

• and,

• for each recipient/ placeholder as required in a workflow package:

1. Select the document from the right panel -> pages tab of document viewer screen, on which attachment fields are required. You can also manage the added documents from here.

2. Select the recipient (signer/ electronic seal/ placeholder) from the right panel -> recipients tab of document viewer screen, for whom you want to add attachment fields. You can also manage the added recipients from here.

3. Click the "attachment" option, and drop it on the document.

1. Click on the attachment field in the document to delete, and select "Remove" option. The field will be removed from the document.

SigningHub allows you to add electronic seals in a workflow, Electronic Seal (eSeal), Advanced Electronic Seal (AdESeal), Qualified Electronic Seal (QESeal) are the levels of assurance available for an electronic seal. Adding electronic seals will consume 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 template.

Add an electronic seal field in the template

After you have:

• Added the documents,

• Added all the recipients, electronic seals and placeholders,

1. Select the document from the right panel of document viewer screen, on which electronic seal is required.

2. Select the electronic seal from the right side of document viewer screen, for whom you want to add an electronic seal field.

3. Click the "Electronic Seal" option, and drop it on the document.

1. Click on the electronic seal field.

2. Select "Remove" option. The field will be deleted from the document.

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 in a template. You can also add multiple initials fields against a recipient.

Add an initials field

After you have:

• Added the documents,

• Added all the recipients, electronic seals and placeholders,

• and,

• for each recipient/ placeholder as required in a workflow package:

1. Select the document from the right panel -> pages tab of document viewer screen, on which initials are required. You can also manage the added documents from here.

2. Select the recipient (signer/ electronic seal/ placeholder) from the right panel -> recipients tab of document viewer screen, for whom you want to add an initials field. You can also manage the added recipients from here.

3. Click the "initials" option, and drop it on the document.

1. Click on the initials signature field in the document to delete, and select "Remove" option. The field will be removed from the document.

Users may not always be available to sign their documents. To address this, SigningHub allows document signers to delegate the signing of their documents to trusted individuals within the Enterprise for a defined period. This feature is particularly useful when the signer is on holiday or travelling. Alternatively, SigningHub also allows delegates to review documents before they are sent to the signer for signing. Delegates can also decline documents that should not be sent to the signer.

Delegated Signing

SigningHub provides the 'Delegated Signing' facility, allowing you to assign your signing authority to trusted individuals (your contacts) for a defined period so they can process the documents in your absence. If enabled, when a document is sent to you, a copy of the document will also automatically be forwarded to your delegated contact. SigningHub allows signers to delegate their signing authority to multiple delegates within different defined timeframes.

The delegated contact can then process (sign, review, or edit) the document on your behalf using their own private key. The signature field will show the name of the delegate, but the signature verification dialog will show your (the actual signer's) name along with a "Delegated" caption.

Delegated Review

SigningHub provides the delegatee facility through which you can assign your reviewing authority to trusted people (your contacts), so that they may filter documents for you. If enabled, the documents will be automatically forwarded to the delegates before you are required to sign. The delegate can then process (review/decline) the document on your behalf. The delegate caption along with the signer name will be shown in the recipient's section. After a delegate has a document, the documents shared with all the other delegates will also be marked as approved, and the document will be forwarded to the original recipient(signer). After a delegate has a document, the documents shared with all the other delegates will also be marked as declined. When you disable the delegated review feature or delete all the delegates, all the pending documents will automatically be forwarded to the original recipient(signer). Upon adding another delegate, all the pending documents will be shared with the new delegate as well. Upon changing a delegate, all the pending documents will be moved from the previous delegate to the new one. A delegate is also allowed to view and add on the document. A delegatee can add attachments to the document, based on the "" setting by the document owner for the original recipient. A delegatee can also download attachments, based on the "" setting by the document owner for the original recipient.

1. Click on the 'Configuration' option in the right panel.

2. Click on the 'Delegation' option under 'Settings' in the 'Personal Configuration' section.

3. Enable "Delegated Signing" and click the "Add a delegate" button.

1. Click on the 'Configuration' option in the right panel.

2. Click on the 'Delegation' option under 'Settings' in the 'Personal Configuration' section.

3. Enable "Delegated Review" and click the "Add a delegate" button.

1. Select the desired delegate, and click "Edit" in the information panel.

2. Edit the information as required.

3. Click the "Submit" button.

4. Click on the "Save changes" button from the "Delegate Settings" screen.

1. Select the desired delegate, and click "Edit" in the information panel.

2. Click "Delete" in the confirmation dialogue.

3. Click on the "Save changes" button from the "Delegate Settings" screen.

SmartForms are a powerful feature that enables users to generate and sign documents on-demand through secure, shareable links. This eliminates the need for sending documents to each signer individually or requiring them to have a SigningHub account. By providing a unique, confidential link for each document, users can easily distribute forms to recipients via email, allowing them to sign without any additional login requirements. The link leads to a secure page where signers can complete the signing process, offering flexibility and efficiency for capturing signatures from people you may not know in advance.

With SmartForms, SigningHub provides a simple, secure, and scalable solution for collecting digital signatures and data from various recipients. This feature enhances the document signing process, making it faster and more efficient for businesses and individuals to obtain signatures without the need for manual intervention.

Administrators can control access to the SmartForms feature at both the Service Plan and Role levels.

You can use SmartForms to collect information efficiently and ensure it reaches the right person for processing. Unlike traditional forms that require manual forwarding, SmartForms allow you to configure placeholders and recipients, ensuring that once a form is completed, it is automatically routed to the appropriate individual or department. This eliminates unnecessary delays, enhances accuracy, and streamlines workflow automation.

For example, when a customer wants to open a bank account or apply for a financial service, they receive a SmartForm link via email or the bank’s website. The customer fills out the required details, uploads any necessary documents, and submits the form. Upon submission, the form is instantly sent to a designated bank employee for verification and processing. This automated flow reduces administrative workload, ensures timely handling of requests, and provides a seamless experience for both customers and employees.

This use case outlines the fundamental steps for pre-defined routing with SmartForms to optimize workflow automation.

If you have standard files that you need to send out over and over again, you can create a template of that document, and apply it on the same documents (when required) to quickly reuse all the workflow configurations. You can add recipients, form fields, initials, in-persons, signature type, signature position, signing sequence, configure reminders, certify documents and much more in a document template. The individual and enterprise users can manage (Add, Clone, Edit, and Delete) their personal templates, while the enterprise users can also use the enterprise templates as allowed against their user role by their enterprise admin. The saved templates can then be applied to similar documents for efficient and robust re-usability of these workflow configurations.

View your personal templates

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Personal templates will be listed under the "Personal" section.

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Enterprise templates will be listed under the "Enterprise" section.

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Click "Add template" in the Personal section.

3. Add a document for this template. All the workflow-related configurations will be done on this document.

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template and click "Edit" in the information panel.

3. Edit the required content. You can edit template name, description, signers, reviewers, placeholders, signer information fields, signing actions, form filling, document permissions, certify document settings, workflow type, post-processing, email configurations and signing/ reviewing sequence.

At times you need to create multiple templates with a few variations. The best way to achieve this is to create a template with all the configurations and then make clones of it. You can then edit each template clone as per requirement.

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template and click "Clone" in the information panel.

3. Specify the name, and description and enable the read-only toggle as required.

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template and click "Edit" in the information panel.

3. Go to the "Documents" screen, specify the new name in "Template name" and click "Continue".

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template and click "Add to enterprise" in the information panel.

3. Enter the template name and description, and configure the Read-only and Public settings as required.

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template(s) and click "Delete" in the information panel.

3. Click "Delete" in the confirmation dialog.

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template and click "Create SmartForm" in the information panel.

3. On the "Add SmartForm" screen, enter the required details and make the necessary configurations.

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template and click "Edit SmartForm" in the information panel.

3. From the "SmartForms" dialog, click on the edit icon appearing next to the SmartForm that you want to edit.

When the documents are shared on the web with other users, it's important to upscale the security levels to prevent fraudulent attempts and bad actors from compromising your document security. SigningHub provides you with three methods that can be configured for either individual or all recipients collectively:

1. Access duration - to allow document access only for a specified duration

2. Access authentication - to verify the recipient before allowing document access

SigningHub enables you to add a QR Code to documents to help simplify signature verification. The QR code in the document enables users to 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 the 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.

After you have:

• ,

SigningHub allows you to enable/ disable the On-Screen, Email/SMS and Push notifications. These notifications are specifically associated with your account and workflow related activities, and are used to intimate you and your when any immediate attention is required.

• The "On Screen" notifications are those that usually appear in your for account related events.

• The "Email/SMS" notifications are those that are sent through emails to you and your recipients for any workflow related actions.

A recipient is a pre-configured actual user/ group in a workflow. While a placeholder is a kind of blank user, who may be unknown at the time of document preparation. On the other hand, an electronic seal is a preconfigured automated user. They are added during the workflow execution on their turn, by the immediate previous recipient. In such a case, a title field is defined for them in the workflow, which is then updated with the actual recipient.

Each type of user is assigned a definite role in a template, see the following table for details:

User Roles

As you , the "Recipients" area will appear:

1. Click "Add a recipient" and specify the recipient name, National ID or mobile number in the provided field. As you type in, your (related) personal contacts/ groups (and enterprise contacts/ groups in case you are an enterprise user) will appear for selection. Select a recipient and their email address/mobile number will be automatically populated in the adjacent field.
2. In case, your intended recipient does not have a SigningHub account (i.e. guest user), specify their name, email address, and mobile number in the provided fields accordingly.

3. Assign a role to the recipient from the drop down, i.e. Signer, Reviewer, Editor, Meeting Host, or Send a Copy. See the "User Roles" table for details.

From the "Recipients" area:

1. Click "Add a placeholder" and specify the placeholder name.
2. Assign a role to the placeholder from the provided drop down, i.e. Signer, Reviewer, Editor, Meeting Host, or Send a Copy. See the "User Roles" table for details.

3. Repeat the above two steps to add multiple placeholders as required.

The logged-in user is added as a placeholder in a template. When this template is applied on a document the logged-in user field will be automatically updated with the document owner.

From the "Recipients" area:

1. Click "Add logged in User", a logged in user field will be added in the recipients list as a placeholder.
2. Assign a role to the placeholder from the provided drop down, i.e. Signer, Reviewer, Editor, Meeting Host, or Send a Copy. See the "User Roles" table for details.

3. Repeat the above two steps to add multiple placeholders as required.

You can also add recipients through a CSV file. The file must have the valid email addresses/mobile number of each recipient.

• The "Primary Email", "E-mail Address", and "Email Address", to read the email address from the CSV file

• The "Mobile Number" header to read the mobile number of the contacts.

• The "Delivery Method" header to read the delivery method for each recipient. The delivery methods are as follows:

1. Click "Add recipients from CSV".
2. Drag and drop or select the csv file.
3. Click "Save" or you can remove the selected file.

The option to add an electronic seal will only be available if an electronic seal has been configured in the , against your user role of the current user.

1. Click "Add an electronic seal".
2. From the "Electronic Seal (eSeal)" drop down, select the electronic seal that you want to add. Only the electronic seals available for use based on your user role will be displayed in this drop down.

3. Repeat the above two steps to add multiple electronic seals.

1. Click "Remove" against the recipient/ electronic seal/ placeholder, which you want to delete from the list and it'll be deleted.

By default all the recipients electronic seals and placeholders are added serially in a template. However, you can change their collaboration sequence after adding them, according to your document(s) approval flow. The set sequence is applicable to the only. To change the sequence:

1. Simply drag and drop left-adjacent to your desired recipient/ electronic seal/ placeholder and move it up/ down in the list, as required. When a workflow related to this template is triggered, SigningHub will execute the signing process according to the set sequence.

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. 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.

Add a form component in the template

After you have:

• Added the documents,

• ,

• and,

• for each recipient/ placeholder as required in a workflow package:

1. Select the document from the right panel -> pages tab of document viewer screen, on which form components are required. You can also manage the added documents from here.

2. Select the recipient (signer/ electronic seal/ placeholder) from the right panel -> recipients tab of document viewer screen, for whom you want to add form components. You can also manage the added recipients from here.

3. 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 system. However, this is only applicable when the workflow type is either "Serial", "Parallel", or "Custom".

1. Click on the field in the document to delete, and select "Remove" option. The field will be removed from the document.

SigningHub gives you complete control over your signature configurations. You can customise the physical appearance of your signature, hand signature methods (i.e., draw, text and upload), and other important details that needs to be appended to your signatures. There are separate configurations available for web browsers and mobile apps. Customise these provisions as required and use a set of configurations to produce your signatures. Customised appearances can also be defined as per your business/ organizational preferences. It is important to understand:

• In Server-Side Signing, the signing keys (crypto keys required for digital signature creation) are held at server end. These keys can be used through any modern browser of Windows, Mac OS X, iOS, Android or other devices/ tablets for signing at server end. For this, SMS OTP authentication can also be enabled, by which the authentication password will be sent directly to your mobile device at the time of signing for confirmation.

• In Local (client-side) Signing, the signing keys (crypto keys required for digital signature creation) are held in local keystore or in smartcards or in USB-crypto tokens. For this, application is required on the system along with correct drivers of the installed devices.

• In Mobile Signing, the signing keys (crypto keys required for digital signature creation) are held on the user's mobile device. For this, a supported mobile signing app is required to utilize this feature.

1. Click "Configuration" then click "Signatures" under Settings options in Personal Configuration section.
2. Expand "Default Levels of Assurance" or tab.
3. Configure your preferences in the related fields.

1. Click "Configuration" then click "Signatures" under Settings options in the Personal Configuration section.

2. Expand the "Signature Appearance Design" tab.
3. Configure your preferences in the related fields.

1. Click "Configuration" then click "Signatures" under Settings options in the Personal Configuration section.

2. Expand the "Signing Details" tab.
3. Configure your preferences in the related fields.

If you intend to use Microsoft Edge browser for local signing, then additional configuration is required on your machine to run Go>Sign Desktop:

1. Close the Microsoft Edge browser if already running.

2. Launch the command prompt choosing "Run as administrator".

3. Run the following command: CheckNetIsolation.exe LoopbackExempt -a -n=Microsoft.MicrosoftEdge_8wekyb3d8bbwe

SigningHub supports local signing through unique RUT values that are exclusively assigned to each user. The RUT can be added to the SigningHub database by using the respective API visit Ascertia's Partner Portal to access the SigningHub's API Guide. For the enterprises that wish to enforce their users to use the RUT values for signing, they need to amend their appsettings.Production.json file. This change can be made by the Enterprise Admin who has the rights to access the SigningHub installation directory.

1. Go to the SigningHub installation directory.

2. Open the "appsettings.Production.json" file.

3. Change the value of the "ValidateRUT" tag to "True".

SigningHub lets you customize your personal account settings. From here, you can manage your profile, signatures, contacts, groups, templates, documents library, notification emails, legal notices, delegated signing, and storage settings.