There are three main options under the Display on Send Tab:
Active, Disable, and View Only
– When the setting is set to Active, this setting is available in the options section of the Send Tab.
– When the setting is set to Disable, the setting is not available.
– If View Only is selected, the setting is visible but not editable.
The Default settings will have the options of selecting either No or Yes.
The settings include:
- Date format: This may be greyed out the company has set and locked the default settings.
- Document Availability: This may also be locked by the company administrator, and the number of days indicates how long the document will be allowed to be signed for. (If somebody tries to sign after the chose number of days, it will say that the document is no longer available, and that the sender must be contacted.)
- Days Before First Reminder: This is the number of days that will pass before a reminder is sent to the recipient if they have not yet signed.
- Days Between Reminders: This is to send reminders on multiple days at a specified interval if the document has not yet been signed. This can be every day, every other day, or longer. And there is a limit of three maximum reminders in between the time it was sent and the time it has been signed.
- Days Before Expiration Reminder: This is the number of days before sending a reminder prior to the document expiring.For reminders, you can change the number of either days or weeks for the specific reminder.
- Access Authentication: This is used to add security to the message.
There are two options; End-to-End Security and Required to Open Signed. If you select End-to-End and enter a password in the text box, there is going to be a password required to view the document and a password required to view the signed document. If Required to Open Signed is selected, that means there is no password to open and view the document, but there is a password required to view the signed document.
- Email Access Code: When checked, this will email the access code entered into the Access Authentication text box and that password is sent by email to the recipient so they are able to open the document.
- Include Signature Certificate on PDF: This will include the signature certificate, which consists of the details and audit trail of the signing process, and will be appended to the last age of the document.
- Signing Sequence: This will automatically check the signing sequence on the sending tab. When sending a document to multiple people, it goes to the first person first, then after they sign it goes to the next person and to the next person and so on.
- Allow Recipient to Attach File(s) while Signing: This allows the recipient to able to attach their own files to the document and they stay as part of the record.
- Separate Multiple Documents after Signing: When sending multiple documents for signature, they will be returned as multiple documents and not as one large document.
- Send Individual Signature Notifications: This will let the sender know every time that somebody has signed a document.
- Allow Post-Signing Landing Page: This allows the sender to add a URL or web address so that after the recipient signs the document they are redirected to that website.