Encrypted Stamps

Available with: Custom Plans

Encrypted Stamps give a recipient the authority to place an encrypted stamp on the document that represents your organization’s department.

Setting Up an Encrypted Stamp

Role(s): Team Admin, Super Admin

1. Navigate to the Admin Console
2. In the left side menu select Settings > Stamps.
3. Select the Add New button at the top right of the page.
4. On the pop-up select Encrypted Stamp.
   
5. Enter the following details:
   • • Name: Name of the electronic seal
     • Email: The email of the person (signer) who can apply the electronic seal on to the document
     • Password: The signer will require this password to apply the seal.
     • Graphic:
       • File: PNG or JPEG of the electronic seal
       • Display Subject: Seal Name
       • Display Date: Date that the seal is applied
       • Display Time: Time that the seal is applied
       • Display Reason: Reason for seal being applied
     • Users/Teams: Select the users/teams that can request that an electronic seal be applied to their documents. You may select either an individual or a  team. If you select a team you do not have to select the individuals within the team.
       Note: When you select a team, the whole team will have the ability to request an eSeal, even though the box beside each team member is not checked.
       
6. Click OK when you are done.

The encrypted stamp will now appear on the Stamps page. To edit the stamp, click the pen icon button to the right of the stamp.

Adding an Encrypted Stamp to a Document or Template

1. Begin by creating a new document, then upload your documents or go straight to the add recipients page.
2. On the recipient’s page, add the recipients for your document.
3. Add the encrypted stamp recipient by clicking the Ellipses button next to Add Me and select Add Encrypted Stamp.
   
4. On the new recipient that was added, select which encrypted stamp you wish to request from the dropdown.
   
5. Add the rest of your recipients and then click next to proceed to the document editor page.
6. Select the encrypted stamp recipient on the left menu, and the Encrypted Stamp tag will appear as an option under ‘Tags’ on the left menu.
7. Drag and drop the Encrypted Stamp onto your document.
   
   Note: An overlay of the Encrypted Stamp will appear to show how the seal will look once it is applied.
8. Finish setting up your document and then click Send.

The email associated with the electronic seal will be sent an email when the document is ready for them to apply the seal.

Applying an Encrypted Stamp

1. Open the document for signature.
2. On the “Document for your Secure Access” popup, enter the password for the encrypted stamp.
   
3. Agree to the terms of use and click OK.
4. Select the encrypted stamp tag to place the stamp.
   
5. Click Finish.