You can add signer restrictions during step 2 of the E-Sign Advanced Send flow. Click here to learn more about setting up your document package.
You will be able to configure the signer settings in the Modify Signer Requirements window. You’ll need to set the requirements for each signer independently.
- Click on any of the options next to the signer name.
In this section, you can request specific file attachments along with the signature.
- Click Attachments.
- Click Add.
You’ll need to provide a name for the file you are requesting.
- Enter a name into the box under File Name.
- Click outside the box to finalize.
- Click the icon under Description to provide context for your requested document.
- Enter the description.
- Click OK.
- Check the box under Required if the signer must provide this document before they can sign.
- Use Delete to remove the selected file from the list.
The authentication method is a way of verifying the signer is the intended person. There are two options.
E-mail is the default method. When your document package is sent, the signer will receive an email. Clicking on the link in that email serves as signer authentication.
Alternatively, you can use Questions & Answers to authenticate the signer. Unless the user can answer your security question, they will be unable to sign.
- Click Authentication.
- Choose Questions & Answers.
- Enter your question and answer.
There are a few signer options you can set.
- Choose Options.
- Under Personal Email Message you can create a message only that signer will see.
- Toggle the switch under Allow this Signer to Decline a Package to give them this option.
- Toggle the switch to Yes under Allow this Signer to Assign a Different Signer to enable a signer to pass off the signing responsibility to someone else.
- Click Save to finish your settings.