How to configure signer settings in my document packages

You can add signer restrictions during the E-Sign Request Signature flow. Click here to learn more about setting up your document package.

You will be able to configure the signer settings on the Add Signers step. You’ll need to set the requirements for each signer independently.

The following Signer Options are available:

If the E-Sign module is not available for you, you can purchase it here.

 

 

Authentication Method

The authentication method is a way of verifying the signer is the intended person. There are two options.

Email 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 and Answers to authenticate the signer. Unless the user can answer your security question, they will be unable to sign.

  • Click Authentication.
  • Choose Questions and Answers.

 

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  • Enter your question and answer.


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  • You can click on the three dots in the bottom right corner to add a second question.

 

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Decline

  • Click on Decline.
  • Check the box next to Decline signing this envelope to give a signer this option.

 

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Delegate

  • Click on Delegate.
  • Check the box next to Delegate signing this envelope to enable a signer to pass off the signing responsibility to someone else.


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Private Message

  • Click Private Message.
  • Enter a message that only the signer will see.

 

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Supporting documents

In this section, you can request specific file attachments along with the signature.

  • Click Supporting documents.
  • Click Add.


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You’ll need to provide a name for the file you are requesting.

  • Enter a name into the box.
  • Click outside the box to finalize.


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  • Click on the three dots next to the attachment name then click on Add Description to provide context for your requested document.


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  • Enter the description.
  • Click outside the box to finalize.


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  • Click on the three dots next to the attachment name then click on Remove to remove the selected attachment from the list.


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  • You can click on Clear All to remove all attachments from the list.

 

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