Allow Recipient(s) to Delegate Signing
The Delegate Signer option allows a recipient to forward a document to a new recipient’s email so that they may fill in the remaining fields of a document.
Allow Name Update
Allows the recipient to update their name in pre populated fields such as the Signer Name field
Default Setting to Enforce Sequence Signing
If Enforce Signing Sequence is enabled by default, recipients will not receive the document for signing until the prior party has completed the required fields for their portion of the document. Disable this setting to allow all recipients to receive a document at the same time.
Default Fields Navigation
When recipients are tabbing through the document, decide whether or not the tab will take them through all fields or Only Mandatory fields.
Default Signature Option
Choose if the default recipient signature will be typed, drawn, or uploaded.
View Only Default Sign Option
Refers to Default Signature Option. Users will only be able to type, draw, or upload signatures with no other options to choose from.
Select Fonts for the Typed Signature
Select All or specific fonts for a typed signature for recipients to select from when signing.
Document Signing Completion
Document Signing Completion controls whether to display the Confirmation text pop up window automatically after the form fields have been filled out, or if the recipient needs to manually click ‘Finish’ to continue to the Confirmation text pop up window.
Attach Certificate to Document PDFs
Attach the signature certificate as the last page to each document in the folder or attach the signature certificate to a separate file in the folder.
Save Signer Signatures and Initials by Default
Choose to enable or disable saving the signatures and initials you have used in previous documents by default.
Allow Signers to Complete the Document without Signature Fields
Allow signers to execute documents without filling out the signature field if set to Yes.
Default Setting to Enable In-Person Signing
Allow recipients to sign in-person.
Request In-Person Signer to Enter Email Address
May be disabled if an in-person signer does not have access to a web browser or does not have an email address.
Display Signing Instructions to
Display signing instructions to first time signers, no signers, or all signers.
Use Custom Instructions
Populate your custom instructions for the first time signer to sign documents or accept electronic signature confirmation boxes while esigning the document.
Display Decline to Sign Button
Allow Decline to Sign button in either the Signer Instructions Screen or Confirmation Text Screen.
Signature Information to Include
Include Name, Signer ID, and/or Date and Time in the Signature Information.
Allow Signer to Correct Name
Allow a recipient/signer to correct their name in a document.
Allow Name Change for Typed Signatures
When choosing to type out their signature, allow users to change the name for the typed signature.
Provide Location on Certificate
Display location on Signature Certificates.
Enable Folder Modification
Enable folder modification after an envelope has been sent to recipients.