Adding Multiple Recipients Simultaneously

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:

  1. Start the process of Creating a New Document.
  2. Once on the Add Recipient’s page, click on the ellipses button next to Add Me (1) and select Add Multiple Recipients in the dropdown menu (2).

  3. A pop up window will appear where you can type or paste your recipient’s emails separated with semicolon and a space. Click OK when done.

    Note: Do not place a semi-colon after the final email address.
  4. Your recipients will automatically populate the workflow in the order listed as “signer” recipients.  Signority will prefill signers’ names using the first part of their email before the “@” symbol (1).  Please review the names in your list and make any required corrections.
    Note: If any of the email addresses you have entered are invalid Signority will outline them in red to show you where any corrections are needed, as seen below.
  5. Make any changes to the recipients, their settings, and customize the email message if required.
  6. Click Next and continue with the document creation process.

 

Enabling Auto-Search for Anchor Text


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:

  1. In your Sidebar menu select Admin.
  2. Click Settings in the Admin Console sidebar menu and then Global Settings.  

    Settings >> Global Settings

  3. Once your Global Settings modal window pops up select Document (1).
  4. In the list of options enable the “Enable “Anchor Text” import by default when adding new files” option, as seen below (2).

    Enable anchor text auto-search

  5. Click Save on the top right of the Global Setting window.

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.

 

Global Settings: Signer Options

 

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.

Global Settings - Signer Options
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.

 

Signing flow behavior when a recipient rejects

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. 

Reject workflow options

 

Once a signer Rejects a document you can choose:

  • Continue with the signing flow (the document will continue uninterrupted.)
  • Cancel the document and send an email notifying the signers (that the document has been cancelled).
  • Cancel the document and do not send an email to the signers (do not let the signers know the document has been cancelled).

 

Hide Reject Button

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.  

Hide Change Signer Button

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. 

Hide Save Button

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.

Hide Download Button 

Upon selecting the Hide download button option, the signer will not have the option to download the document that they are currently signing.

Hide View Document Button

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.

Hide Status Button

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.

Hide Thumbnail

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.

Hide Help Button

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.

Hide Draw Signature Option

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.

Hide Type Signature Option

This will hide the Type tab on the Signature box when they click to sign the document, preventing them from typing their signature.

Hide Upload Signature Option

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.

Allow Users to Delegate Signing Authority

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.

Signer View Options Overview


Available with: All Plans            Role: All Users 

Signer View is the document specific version of ‘Signer Options’. They allow a sender to restrict the signers ability to perform certain actions when signing the document. 

Leaving the option unchecked will allow the signer to access that option. If it is checked, as shown with the “Hide thumbnail button” below, the option will be hidden from the signer.

Signer View options list

Here is an explanation for each option:

Hide Change Signer Button

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 you do not wish them to be able to change the signer, check the box beside this option.

Hide Reject Button

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.

Hide Save Button

If the Hide save button option is checked, 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.

Hide Download Button 

Upon selecting the Hide download button option, the signer will not have the option to download the document that they are currently signing.

Hide View Document Button

When the Hide view document button option is checked, the signer will not be able to see the document again after they have signed it.

Hide Status Button

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.

Hide Thumbnail

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.

Hide Help Button

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.

Hide Draw Signature Option

If selected 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.

Hide Type Signature Option

Checking the box for this option will hide the Type tab on the Signature box when they click to sign the document, preventing them from typing their signature.

Hide Upload Signature Option

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.

Editor Recipient Abilities

Available with: Custom & Enterprise Plans            Role: All Users 

Editing a Document as an Editor Recipient

The Editor role does not have any tags to fill or sign. Their purpose is to make changes to the package by updating or adding additional tags and adding supplemental pages before it reaches the next recipient. 

Editor recipients will receive an email similar to other recipients when they are assigned as an Editor, however, after opening the document and accepting the terms of use, they will be brought to a version of the editor page, rather than the signing page.

Editor Recipient email notification
On this page the Editor Recipient can review and make changes by:

  1. adding additional pages to the document package
  2. adding/removing tags, update any tag settings
  3. Once done, click Finish Editing to allow the signing of the document

 Note: Editors are not able to adjust the recipients or document settings.

Editor Recipient document design page

Editor Recipient

Available with: Custom & Enterprise Plans            Role: All Users 

This is a role you would assign someone if you wish to allow them to make changes to the document before it is sent for signing. 

A Recipient Editor:

  • Must be the first recipient in the workflow
  • Are not signers and cannot have tags assigned to them. They may be added as a Signer later in the signing order if they need to contribute to the document.
  • May add, remove, or replace document files in the package
  • May add, remove, or replace tags that are on the document.
  • Cannot edit the workflow or recipients 
  • Cannot change document settings, i.e.: Signer Options.

Note: For any large errors, completing a cancel and resend of the package should be considered.

Adding an Editor Recipient

  1. Begin by creating a new document, then upload your documents or go straight to the add recipients page.
  2. In the Recipients page select the Signing Order checkbox.

    Select Signing Order Checkbox
  3. Add your recipients, placing the person that you want to be the Recipient Editor as the first signer.

    Recipient editor should be the first recipient in the workflow
  4. Change their role to Editor in the dropdown menu.

    Change their role to Editor in the dropdown menu
  5. Finish designing the document as you normally would and then click Send (or Save if this is a Template)

What do the Severity Level and Priority mean for my support issue?

 

When you submit a support ticket you will receive an email stating the tickets Severity Level and Priority level, shown in the image below. These let you know the estimated time for resolution of the problem and how wide spread it may be.

Before we begin, you can read a much more detailed explanation of Signority’s standard SLA (Support Level Agreement) here.

Here are the five (5) level of Severity Levels that Signority has defined and what they mean:

  1. Level 1 – Critical:
    Services are unavailable for all Users
  2. Level 2 – Disruptive:
    Services prevent clients from executing one or more critical business processes for a substantial number of Users, or Services are usable with limited capabilities and/or intermittent interruptions which have serious business Impact.
  3. Level 3 – Localized, no Workaround:
    Services disrupt important business processes for less than a substantial number of Users. No reasonable workaround available.
  4. Level 4 – Localized, w/Workaround:
    Disruption of important business processes where a workaround is available or functionality is not imperative to Your business operations. Disruption does not have a significant impact on Your business operations, but may impair nonessential functions of the Services or adversely affect the use of the Services. Reasonable workaround is available. A reasonable workaround is available.
  5. Client Knowledge:
    An issue that can be resolved by sending the user an already available Knowledge Base article, online video tutorial, or support guidance.

 

Along with the Severity Level assigned to your ticket will be a Priority Level, this level gives guidance on the estimated timeline required to resolve the issue.

The Priority Levels are Low, Medium, and High.

  1. High
    Will always be assigned to a Level 1 incident. This means all hands on deck and we are working to resolve the issue as quickly as possible.
  2. Medium
    This priority level will always be associated with a Level 2 situation, and in some cases a Level 3. This is a major interruption that most likely will require a Hotfix. This means as soon as we have a solution that has been tested thoroughly we will release it asap. We will always work to resolve the issue within 3-5 working days.
  3. Low
    The Low priority does not mean that you are necessarily at the bottom of the list.  This simply means that as soon as we understand what is causing the issue we know it may take more time to resolve.
    A low priority will be assigned to Severity Levels 3, 4, and 5. 
    It does mean that if the issue is restricted to select accounts and is not restricting business, the ‘fix’ will be released either in a Patch  (a smaller release scheduled between our major updates/Sprints) or it may come out in our next sprint (major release).
    A low priority will also be assigned to any ticket where we have been able to resolve it through sending you a tutorial or if you actually needed to speak with another department for your question.

Tag Font Size

Tag font size too large or too small for your documents? Customize tag font size on an individual case or global basis.

Individual Tag Font Size

  1. Start a new document or template
  2. Upload your file and add your recipients
  3. Drag and drop your tags onto the document/template
  4. Select the tag you would like to modify the font size of
  5. Click on the gear icon above the tag to open the tags settings
  6. Select the dropdown next to ‘font size’ and choose which size font you would like for the tag
  7. Click Save and continue with the rest of the document creation process

Customize Default Font Size

Role(s): Individual User, Team Admin, Super Admin

  1. To adjust this, open Global Settings (For team admins this is in the admin console under Settings)
  2. Under Document, select the dropdown for ‘Default Font Size for Tags’
  3. Choose what size font you would like for tags
  4. Click Save

What happens when I log a support ticket?

 

When someone either emails support at suppport@signority.com, or logs a ticket using our support form (available through the website and your Signority application Dashboard), an official Signority Support ticket is created and logged.

The person experiencing the issue will then automatically receive:

  • an email confirming that we have received your submission
  • an email with your support ticket number

Depending on the urgency of your issue, plan, and your organizations SLA (Service Level Agreement), you will hear back from one of our support representatives between 1 business hour and 2 days. This representative will work with you to resolve the issue as soon as possible.  View our Standard SLA.

Should your issue require a hotfix or patch we will give you the estimated timeline until the fix is in place, and then email you to confirm the fix once it has been initiated.

Usage Report

Available with: All Plans

Usage reports provide users with basic usage information for their accounts, including their team role, team usage, subteam usage, and individual usage. For Admins, it will also show the total usage of their team. Usage reports include: Signority provides users with various comprehensive reports that allow users to gain valuable insights into their account activities so that businesses and individuals can manage and monitor their accounts effectively.

Signority automatically generates a report at the end of every month, which will be titled “Monthly Report – Usage Report – “MONTH YEAR” which can be found on their respective pages. Monthly reports not covering everything you want out of a report? Run a customized report with specific dates that better fit your needs.

Accessing your usage reports can be done using the left sidebar menu.  On the bottom of this menu you will see an icon labeled Reports. From the User Menu, click on Reports, and then click on Usage Report in the menu that appears as shown below.

When the Usage Report page opens, you will see a window similar to the one below. On this page, you will have access to your monthly reports as well as any previous usage reports you have run.

How to Run a Usage Report

  1. Select the timeframe you wish the report to cover. You can either use one of Signority’s default timelines (1) or specify a custom timeframe (2) you require.
  2. Click Run (3) to have the report generated.
  3. Your report will be generated and will be listed under Saved Reports (4) and an email will be sent to you once the report is ready for you to view.
  4. Once you receive the email, go back to the Usage Report page to find your report under Saved Reports.
  5. Under Saved Reports (4) you can then click on the report to view it.
  6. Export the report as a CSV file using the “Download” button.

Note: Reports are run each night and will be ready by 8:00 am EST time the next morning. Otherwise, your report may take up to an extra 24 hours.

Usage Report Page Features

  1. Filter Results: When running a report, you can use the Filter Results dropdown to filter your reports by a Signority’s default timelines.
    Note: When you run one of these filters the results will not include the day you are making the request.The preset time periods are:

    1. Yesterday: The day prior
    2. Last 7 Days: The previous 7 days
    3. Last 30 Days: The previous 30 days
    4. Quarter to Date: Quarters are based on the calendar year, Jan-Feb, March-May, June-Sept, and Oct-Dec. For example, if you are running this report on August 8th you will receive a report for the dates of June 1 to August 7th
    5. Last Quarter: The quarter prior to the one you are currently in
    6. Year to Date: From January 1st to the day before running the report
    7. Subscription Period to Date: From your subscription start date (or last renewal date) to the day before you are running the report (If you are paying monthly, you will receive only up to the previous 30 days. If you are yearly, it will go back up to 364 days, depending on when you are running it.)
  2. Date from/to: If the Filter Results menu does not suit your need, these fields allow you to run a report for a specific timeframe that you require.
  3. Run: This button will send the request for the report to be generated.  Once complete, you will receive an email letting you know it is ready for viewing.
  4. Saved Reports: This is where your report will appear.  It will list the reports’ status as queued (queued to be generated), complete (ready to view), or opened.
  5. Rename: Rename the report by selecting the checkmark next to the report and then clicking “Rename”
The information that will be included in the report:
  1. User Name: The team member this information is relevant to.
  2. User Email: The email address associated with the respective team member.
  3. Document Storage: The amount of storage space used by the team member for storing signed documents.
  4. Documents Sent: The total number of documents sent by the team member.
  5. Average Time To Sign In: The average time it took for the team member to sign in to Signority.