Available with: Custom Plan Role: Super Admin, Billing Admins
Customize the terms of electronic signature use to meet your company policies.
Begin by navigating to the Admin Console and select “Branding.”
Then, under “Legal Notices,” “Custom Terms of Use,” type in your company’s terms of use and select “Save” when you are done.
Available with: Custom Plan Users: All
Delegate signers may sign documents on your behalf. This tutorial will guide you through adding a delegate signer, editing a delegate signers settings, and removing a delegate signer.
Note: Delegate signers may be anyone within your organizations account and do not have to be from your own team.
Managing Delegate Signers
Once enabled users will find a new section in their Profile Settings titled “Delegate Signer”. This is where you can add, edit, and remove delegate signers.
This page, as seen below, will show you who you have designated as your delegate signer (1), and who has designated you as one of their delegate signers (2).
Note: Delegates will not receive notifications for documents where the sender has added ID Verification as a requirement for signature. (one-time passcode sent by email or SMS)
Adding a Delegate Signer
The user will be sent an email notifying them that they have been assigned as a delegated signer like the one below containing their name, email, and the start and end dates.
Editing a Delegate Signer
Removing a Delegate Signer
Learn how to Enable Delegate Signing in your account.
PDF-A files are the globally accepted standard for archiving electronic documents, enabling the consistent viewing of documents in their original format across various software platforms.
Standards PDF’s (Portable Document Format), are a standardized electronic document format which facilitates a reliable presentation and exchange of documents. The appended ‘A’ stands for ‘Archival,’ underlining PDF/A’s commitment to preserving content in its original form and prohibiting features unsuitable for long-term archiving.
Incorporating all elements of a document, including content, fonts, and colour information within the file, ensures that the document retains its original appearance and can be faithfully reproduced, regardless of the device used.
*Note: Available for enterprise plans. (Inquire with sales about enabling this feature.)
To save documents as a PDF/A file once it is completed, open Signority, then navigate to the ‘Admin Console’ and go to ‘Settings.’ The Global Settings pop-up will appear, and under the ‘Document’ section, select the dropdown for ‘PDF type output for finalized documents’. Choose PDF/A-2b and click save in the top right.
Your documents will now be saved as a PDF-A once they are finalized.
Signority’s printer driver allows you to upload documents to your Signority account without having to exit your Windows desktop application. Uploading documents to Signority using the printer driver is like printing to a printer, but you’re printing to Signority. In this tutorial, we’re going to show you how to download and use Signority’s printer driver. The printer driver will streamline and facilitate your signing processes.
You can download the Signority’s Printer Driver from the Printer Driver page.
On this page, you can choose between the 32-bit and 64-bit versions.
*Note that there may be some compatibility issues with Windows 11
Once you have downloaded the Printer Driver, you will want to run the installer. A warning will pop-up titled “Windows protected your PC”, which you can click “More info” and then “Run anyway”.
You can then continue with the installation process.
If you are not logged into an Admin account on the device, you will need an Admin to enter their password to allow the Printer to make changes to the device.
Once the installer has run, you will need to restart your computer.
To use Print Driver, open the document you want to load into Signority from your desired Windows application. In this tutorial, we will be using Microsoft Word.
In the application, select print and then choose “Signority Printer” as the printer. Adjust your print settings as desired before pressing “Print”.
Signority’s Printer Driver will then open and prompt you to sign in to your Signority account.
Once you are on the printer driver, you can select “Send Files to Signority.” This will redirect you to the Signority platform editor page where you can change the settings, add recipients, and add tags, just as you would with a Regular Document.
*Note: You may need to log in to Signority on your browser before running the Printer Driver
When a document package is deducted from your subscription amount depends on how the document is being accessed.
If you are sending a document using; a New Document, a Regular Template, or a Bulk Sign the document is deducted from your allotment once you hit Send.
A Template Link is counted each time a signer adds their name and email address and then clicks OK to access the document.
For all of these instances it does not matter if the document has been signed or not. A document is considered completed once it has expired, completed the signing workflow, or has been cancelled.
If you cancel a document to make a correction and resend it with our Cancel & Resend feature, then you will only be charged for one document package.
To add a subfolder to your Template Folder choose Templates in your sidebar menu (1). Then in the template folder click on +New Folder on the bottom of the default subfolder list (2).
Then in the modal window that pops up enter what you wish to name the folder(1) and then click OK (2).
Once done you will see your subfolder(2) in the Custom subfolder section under the default subfolders.
Available with: Team Plans Role: Super Admin
Security Settings
Here you can set security settings for your team and sub-teams.
These settings include:
Available with: All Team, Custom, and Enterprise Plans Role: Billing Admin & Super Admins
This tutorial will review the settings that are listed in the Global Settings: General category.
When you go to your Global Settings and scroll down to the General category you will see the following settings:
As you can see there is a total of four (4) settings in the General category:
Let’s review each of the four settings and what they do.
In the image below you can see that this setting is turned on. This is indicated by the white circle being on the right side of a blue oval. This setting allows tooltips and a ‘Next’ Guide button to assist the signer in their journey.
The time zone option allows you to set a default time zone for your account. This is the time zone that will be used when documenting the document’s history on the Audit Trail and on the Document Status page. Currently you can only choose from the six North American time zones as seen below.
This sets the default language that will be displayed within the Signority Platform when you and your users create or send a document. This can also be set on a Team and Profile (user) level. Currently you have a choice between English and French.
The document usage warning setting allows the Billing Admin to set when they will receive an email letting them know that it may be time to add more documents to your account. Here you are choosing to receive an email notification when there are XX number of documents left in your account.
This can be set by either a percentage (%) or a specific number (documents) of your choosing.
Here is how both work:
% – choosing this option defaults to sending you a warning email once your organization has 20% of documents remaining. I.e.: If you had 100 documents at the start, you will receive an email when you have 20 documents left.
Document – with this option you can be a little more granular. This allows you to specify exactly how many documents must be remaining in your account before you receive a warning that your document allotment has gotten low. For example, you could specify that you will receive an email when there are 18 documents left in the account.
Available with: Team Plans Role: Team Admin
This tutorial will introduce you to the Team Settings available to you as a Team Admin. Any changes you make to these settings will take place on a team level, affecting your team and any sub-teams in your group.
To get to your settings page as a Team Admin you can view the Team Settings in your Admin Console (Admin Dashboard). Click on Admin in your sidebar menu. If Admin is at the top of your menu then you are already in your Admin Console.
For Team Settings you have to go into the Users & Teams page. Click on the Users & Teams option in your sidebar menu. If your menu is collapsed you should click on the Icon of three people that is in the menu below.
Once in the Users & Team page you will see that the Settings option is grayed out. This is because you have not yet chosen a team to apply any setting changes to.
Once you choose a team you will notice that the Settings option turns blue and is accessible.
When you click on Settings in the menu, you will see the Team Settings window appear. There are 3 things you should take notice of first.
The General Settings include:
Here you can set security settings for your team and sub-teams.
These settings include:
In the Document Settings section you can enable such settings as:
The notification settings is where you will set up the kind of notifications you would like to receive and the notifications you would like to send signers and views.
These settings include:
These settings allow you to set whether or not your users will automatically share:
Signer options allow you to allow, or restrict, signers from being able to do the following:
This section allows you to set up enable our retention policy feature.
Here you can:
Available with: All Team, Custom, and Enterprise Plans Role: Billing Admin & Super Admins
This page will review and explain the General Settings section of your Global Settings.
You can access the Global Settings by:
A pop up window will appear labeled Global Settings. Signority has made the Global Settings window as easy and intuitive to navigate and use as possible.
The quickest way to navigate the Global Settings window is to use the Menu of Settings at the top of the page under the header, as shown below in the red rounded rectangle.
As you can see there are seven (7) setting categories; General, Security, Document, Notification, Sharing, Signer Options, and Retention & Backup.
Each category is linked to take you directly to that section when you click on it. When you do the category will turn blue to show that is the category you are currently reviewing. In the image above you can see that we are in the General category.
Note: Any change you make in the Global Settings will affect all users within the organization’s account. Be cautious when making changes.
When you view the Global Settings window in Signority you will notice that there are locks at the top of the window as well as at the end of the row for each individual setting. Here is what the two styles of locks look like:
When a lock is:
Once you have made a change to your settings click Save at the top right corner of the window to update the settings.
Tip: Some changes will take place across the board while others, i.e.: Document Settings, will only apply to any new documents/templates created after the change has been implemented. Which it is will be confirmed within each Categories tutorial.
Yes, once you have reviewed the settings to ensure they adhere to your company/industry standards and policies you may lock and enforce them all if you wish. To do this simply click the black open lock at the top left of the window next to the window title as shown below. This will lock all your Global Settings.
