Plan: All Users: All
This tutorial reviews how to delete all the documents within your account.
Note: A Bulk Delete feature is coming in 2024
If the documents have already been exported or you do not need to keep any copies you can delete the documents in the account by:
Available with: Custom Plan Users: All
Delegate signers are pivotal in managing and signing transactions on behalf of an account. This tutorial will guide you through enabling delegate signing, adding a delegate signer, configuring settings, and removing a delegate signer.
Note: Delegate signers can be other users from the same organization (account). It is not restricted to your team.
Delegate signing can be enabled across all teams in Global Settings by the Billing Admin or a Super Admin.
To enable Delegate Signing for your organization:
Your users can now delegate others within our organization to sign documents on their behalf.
Click here to learn how to Manage Delegate Signers.
Available with: All Team Plans Role: Billing Admin, Super Admin, Team Admin
Signer Options allows an organization to determine what, if any, restrictions signers have when signing a document. These are in both Global and Team settings. You can make them a default or enforce (lock) the settings.
Signer Options are found in both Global and Team settings. By enabling or disabling each option you allow or restrict what a signer can, or cannot, do when signing a document. Below is an image of the Signer Options from Team Settings.
When the slider button to the left of the option is on the left and gray the option is visible to the signer. If the button is on the right with a blue background, then the option is hidden from the signer.
Let’s review what each of these options restrict a signer from being able to do if enabled.
This option will hide the Reject option. This option allows the signer to reject, this action will let you know that they have decided not to sign the document.
Change Signer allows the signer to do exactly what it says, it allows them to reassign their tags in the document to another signer, i.e.: A husband may change it so that his wife will sign the document. At this time Signority will ask for her name and email address to forward the document.
If the Hide save button option is enabled, the recipient will not have the ability to save their progress as they are undergoing the signing process, and will have to either fill out the entirety of a form in one session or start over the next time they access the document.
Upon selecting the Hide download button option, the signer will not have the option to download the document that they are currently signing.
When the Hide view document button option is picked, the signer will not be able to see the document again after they have signed it.
If the Hide status button option is selected, the signer will be unable to view the document’s ID, GUID, name, Creation date, Expiry date, Recipient list, and history while information about whether or not other recipients have signed will also be unavailable.
If the Hide thumbnail option is selected, the signer will no longer see the thumbnail summary showing how many pages there are in each file that makes up the document.
If the Hide help button option is selected, the signer will no longer see the help button located at the bottom right side of the page.
This will hide the Draw tab on the Signature box when they click to sign the document, preventing them from using their finger or stylus to apply their signature.
This will hide the Type tab on the Signature box when they click to sign the document, preventing them from typing their signature.
This will hide the Upload tab on the Signature box when they click to sign the document, preventing them from uploading an image of their signature to use to sign the document.
When enabled this option allows users to designate a member from their own team to sign a document on their behalf. This option is particularly useful when a user is going on vacation and has time sensitive documents out for signing. You can read how to delegate a signer here.
Available Plans: Premium, VIP, Standard, Custom Users: All Users
Did you know that you can turn your word documents into a Signority template before uploading it?
Using the Smart Tagging feature Anchor Text you can. Anchor text allows you to embed Signority tags directly into an offline document. This is done using a string of characters that tell Signority what kind of tag to place, in what position, and who to assign it to. And they are much simpler to use than it sounds.
Note: Anchor Text can also be used in API integrations with Signority. For more information about our API, you can check out our online API documentation.
Anchor Text is a string of characters that tells Signority where to place a tag, what kind of tag it should be, and who to assign the tag to. A basic anchor text string requires at least three parts:
For example, if we wanted to make a text tag and assign it to the first person in the workflow we would place \t1\ where we want the text tag to appear.
Here are the definitions of each component of this text string:
\ Tells Signority to start a tag here and opens the string.
t Make it a text tag
1 Assign it to the first signer in the workflow (use 2 to assign to the second signer, etc.)
\ Closes the anchor text tag string.
This image shows you a partial page of content with Anchor Text placed where we want the tag, In the sample below you can see:
Note: Once you have the anchor text string where you want it, you will want to change its font colour to white, this will ensure that it does not show in your final document.
When creating the document template you may want some tags to be mandatory and others to be optional. The anchor text string by default creates a mandatory tag. To make a tag optional you simply include a lowercase ‘o’ (not a zero) after the first backslash in the string.
The text tag assigned to the first signer in the workflow, as used above, is \t1\, if we wanted to make this tag optional it would simply look like this, \ot1\.
\ Tells Signority to start a tag here and opens the string.
o Sets the tag as optional for the signer
t Make it a text tag
1 Assign it to the first signer in the workflow (use 2 to assign to the second signer, etc.)
\ Closes the anchor text tag string.
This table gives you the list of tags available for use with anchor text, the strings for both mandatory and optional tags, and the tags default size in pixels (width x height). Note: Only tags that can be resized have their default size listed.
Radio buttons are unique as a tag because you use them when giving your signer a series of options to choose from, and they are restricted to choosing only one of those options. Radio Buttons must be used in groups of two or more. Because radio buttons are used in groups of two or more it is most likely that you will want to label them in some way to confirm which option your signer chose.
For example, if you were using radio buttons to ask your signer to choose which one of three locations they would like to work, in Canada, the U.S., or Mexico. Here is how you would set up those three radio buttons; \r1_country_1\, \r_country_2\, \r1_country_3\.
Let’s break it down:
\ Opens the anchor text string
r Tells Signority the tag is a Radio Button
1 Assigns it to the first signer in the workflow
_country_ Is the name of the tag group, this tells Signority they are all part of the same group
1,2,3 The option chosen within the group of radio buttons (you may also use letters)
Below is an example of how you may set up a 3 option radio button group asking your signer to choose one of three countries.
In the image below you can see that prior to uploading the document I changed the font colour to white on the first one so you can see how you want it to appear in your document. And I coloured the second option red to give you a sense of how much room a radio button will take up compared to the text string.
Next you may want to learn about:
Available Plans: Premium, VIP, Standard, Custom Users: All Users
Here’s how to create a new Template with Anchor Text. The first step is to create a document and type the placeholder text into them. In the example below, there are three tags for each of two recipients: a signature tag, a text tag, and a date tag. Note that when preparing a document, the text can be set to be white so that the recipient does not see the tags during the signing process.
Note: The first few times you create a new document or template with Anchor Text you will have to adjust the position of any surrounding text or content to accommodate the tag size. To learn the different ways you can resize a tag to fit your document read: Resizing Anchor Text Tags.
Once you have a document set up, sign into your Signority account and start the process for creating a new Template (Regular, Template Link, or Bulk Sign) as you normally would.
For this example, we will create a Regular Template. Once in the document design page select “Add files”.
In the pop up window that appears, select the checkbox next to “Add tags automatically based on PDF anchor text”. Then select and upload your document(s).
When your document is uploaded, you should see the Signority tags automatically placed onto the document (1) as well as the creation of the required signers in your Recipients list (2).
Note: In this example, the anchor tag text is visible for demonstration purposes. When you are preparing your documents, you will want to change the anchor text font colour to white so they are not visible on the document.
Once the document is ready click Save. Now the template is ready for you to use right away or to share with your team.
Next you may want to learn about:
Available Plans: Premium, VIP, Standard, Custom Users: All Users
Now that we have the basics, here’s how to create a new document in Signority with anchor text. First, you will have to create a document in your desktop that has anchor text in them. In the demo document below, there are two recipients. For the sake of demonstration, we’ve made the anchor text black. Once the document is ready you will want to change the text colour to be white so that it can’t be seen.
Note: The first few times you create a new document or template with Anchor Text you will have to adjust the position of any surrounding text or content to accommodate the tag size. To learn the different ways you can resize a tag to fit your document read: Sizing Anchor Text Tags.
After you have created your document with the anchor text:
On the Document Upload page, in the order below:
Once you have uploaded your documents, click “Add my recipients” or “Next” and add your recipients. Signority will automatically detect how many recipients need to sign the document based on the anchor text that you have inputted.
After adding your recipients, continue to the document editor by clicking “Next”. You should see Signority Tags placed on top of the areas where you inputted anchor text. You may resize or reposition the tags as you would normally do with any New Document, if required.
Double check to make sure everything is in the right place and the size you need. Then click send and wait for your document to get signed!
Anchor text can also be used in API integrations with Signority. For more information about our API, you can check out our online API documentation.
Next you may want to learn about:
Available with: Standard and Custom Plans Users: All
In the Anchor Text Tag Tutorial you learned how to add Anchor Text tags to a document, define options (radio button and checkbox), and how to make them optional. You also learned the default tag sizing for each tag. This tutorial will review the three different ways of customizing the tag size.
The three ways to define a tags size are:
Each method lists the roles that may utilize it.
Note: Only a Billing or a Super admin may define the default text and date tag sizing
The tag size options in the Global Settings will:
To change the default sizing for the text and date tags go into Global Settings:
This method of setting the tag size uses the anchor text. The font size you choose affects the height of the tag ensuring it fits the font required. If all of your documents use the same font size, or similar, this allows you to only worry about setting the length required.
If you have a document and you need to enter a text tag into a space for the recipient to fill in, you can ensure that the content they enter does not run over the next content on that line. For example, let say that the line below is where you need to place a text tag:
“On this day, the organization agrees to purchase the following…”
To do this you would enter the text tag script as defined in the Anchor Text tutorial, except that you would have the closing backslash placed where you would like the tag to stop. This means instead of using \t1\ for a text tag assigned to Signer1 (resulting in the default tag size) it would look like this:
“On this day, the organization \t1 \ agrees to purchase the following…”
Demonstrated below you can see how the document renders in Signority and it recognizes the anchor text you have in the document:
Note: If the font size set in your document is not similar to the default set in Signority, it will be noticeable in the final document.
Below is an image of the same sentence in three different font sizes. The Signority default font size is set to 12 for the text and date tags. Notice how the tag is the proper length for the text string entered, but the tag is not snug around the text string like in example #3 in the image above. This is because the all of the tags are set for a font size of 12.
This next image will show you how the content entered into each tag is reflected in the final document. Remember, each sentence is in the font size stated in that sentence, but Signority is set to a default font size of 12.
Note how the text is sizably different in the first (larger) and second (smaller) example. You can also see that the text is also off from its optimal position making the document look sloppy.
Tip: To avoid this from happening we recommend that you use the next example of how to size an anchor text tag.
To define a tag size using a specific width and height, you are going to use a ratio to the tag’s default size. This gives you much more flexibility and control over a tags size and where and how you can place it on the document.
The Anchor Text Tag tutorial showed you that in order to place a regular text tag into a document, and assigned it to first signer, you would add the following string of text: \t1\
But what if you want the tag to be twice the width and 20% lower in height? Here is how you would create that tag: \t1_2.0_0.80\
Here are the definitions of each component of this text string:
If you would like to make this tag optional, as with the regular anchor text string you would simply place an ‘o’ after the opening backslash like this, \ot1_2.0_0.80\
Note: You must place an underscore ( _ ) after the number of the signer and one after the width.
Here is an image showing regular anchor text tags on the left and the same tag with custom sizing on the right. You can see the string used in each tag.
Note: If both the Specify Width & Height method and the Backslash Method are used, i.e.: \t1_1.2_2.0 \ ; the Specify Width & Height overrules the Backslash Method.
Available with: All Plans Users: All
Do you have a document that requires multiple recipients? Simply enter or paste a list of emails separated with semicolons and the recipients will be created automatically.
To Add Multiple Recipients Simultaneously:
Available with: Standard Team & Custom Plans Users: All Users (if activated by Admin)
Save time by enabling the auto-search feature for Anchor Text. This will allow you to skip having to remember to check the box “Add tags automatically based on anchor text” when creating a new document or template.
Note: You must be a Billing Admin or Super Admin in order to enable/disable this feature.
How to enable auto-search for anchor text:
Doing this will auto-check the “Add tags automatically based on anchor text” option in both the new document and template creation processes, as seen below.
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Available with: All Team Plans Role: Billing Admin, Super Admin, Team Admin
Signer Options allows an organization to determine what, if any, restrictions signers have when signing a document. These are in both Global and Team settings. You can make them a default or enforce (lock) the settings.
They can be found in both Global and Team settings. By enabling or disabling each option you allow or restrict what a signer can, or cannot, do when signing a document. Below is an image of the Signer Options from Global Settings.
When the slider button to the left of the option is on the left and gray the option is visible to the signer. If the button is on the right with a blue background, then the option is hidden from the signer.
Let’s review what each of these options allow a signer to do if not disabled.
Note: The below setting for controlling the document workflow once a signer has rejected the document is only found within the Global Settings.
This dropdown option is directly tied to the setting that comes after it, Hide Reject Button, and is applicable if the setting is disabled; meaning that the Reject button is available to the signer.
Should a signer reject a document this setting allows you to determine what the next action will be regarding the workflow.
Once a signer Rejects a document you can choose:
This option will hide the Reject option. This option allows the signer to reject, this action will let you know that they have decided not to sign the document. You can set what the workflow will do next in the Global Settings. By the “Hide Reject Button” option you will see the dropdown with three (3) options, as in the image below.
Change Signer allows the signer to do exactly what it says, it allows them to reassign their tags in the document to another signer, i.e.: A husband may change it so that his wife will sign the document. At this time Signority will ask for her name and email address to forward the document.
If the Hide save button option is enabled, the recipient will not have the ability to save their progress as they are undergoing the signing process, and will have to either fill out the entirety of a form in one session or start over the next time they access the document.
Upon selecting the Hide download button option, the signer will not have the option to download the document that they are currently signing.
When the Hide view document button option is picked, the signer will not be able to see the document again after they have signed it.
If the Hide status button option is selected, the signer will be unable to view the document’s ID, GUID, name, Creation date, Expiry date, Recipient list, and history while information about whether or not other recipients have signed will also be unavailable.
If the Hide thumbnail option is selected, the signer will no longer see the thumbnail summary showing how many pages there are in each file that makes up the document.
If the Hide help button option is selected, the signer will no longer see the help button located at the bottom right side of the page.
This will hide the Draw tab on the Signature box when they click to sign the document, preventing them from using their finger or stylus to apply their signature.
This will hide the Type tab on the Signature box when they click to sign the document, preventing them from typing their signature.
This will hide the Upload tab on the Signature box when they click to sign the document, preventing them from uploading an image of their signature to use to sign the document.
When enabled this option allows users to designate a member from their own team to sign a document on their behalf. This option is particularly useful when a user is going on vacation and has time sensitive documents out for signing. You can read how to delegate a signer here.
