New Feature Alert! 📣
New Feature Alert! 📣
Auto Reminders! ⏰ If a signer hasn't signed, the system sends an auto-reminder. The default is 2 reminders, but Admins can configure the number of times this happens! 📈 (Senders can override this on Step #4 - Send!) 🤝
Summary Table:
Setting | Description | Recommendation |
Auto-Reminder Frequency | Auto Reminder frequency after X days to the signer. 🗓️ | Check the number of days after which you want to get auto reminders ⏱️ |
Generate Signed Document When Last Signer Signs | Automatically generate the signed document when the last signer completes their part. 📄 | Recommend enabling this for easy access. ✅ |
Max Reminders | Maximum Number of reminder that you can put it on. ♾️ | Limit the number of reminders that system will send |
Auto-Finish Signature Process | Automatically save the signature without asking the user to hit the "finish" button. 🤖 | Choose based on whether you prefer a fully automated experience or want the user to confirm. 🤖👍 / 🤔 |
Show Popup on Finishing Signature Process | Display a popup when finishing if auto-finish signature process is not active. 💬 | Choose if you want a final confirmation before completing the signature process. 💬👍 / 🤔 |
Same Style on Signature and Initials | If unchecked, will allow users to choose different styles/fonts for signature and initials. 🎨 | Choose the most visually appealing choice for your preferences. ✨ The provided image shows this checked. ✅ |
Remove Events Page on Signed Documents | Option to remove the events page at the end of the signed document. 🗑️ | Choose this based on whether you want a record of signing events to be included in the final document. 📖 / 🚫📖 |
Remove Certificate on Signed Documents | Option to remove the certificate from the end of the signed documents. 📜 | Choose based on whether you need the digital certificate to be embedded for verification purposes. ✅📜 / 🚫📜 |
Introduction:
This article outlines how to customize the Signature Page Settings within the Custom Configuration panel in eSignaturesOnline. These settings put you in control of the signature experience! 🚀
Steps to Customize Signature Page Settings:
Access Custom Config: ➡️ Log in to your eSignaturesOnline account and click on "Custom Config" in the left-hand navigation panel. Then, select the "Signature Page" tab (as shown in the provided image).
Please Note: ⚠️ The Image may look different from the actual image. This image is only added for illustration purposes only.
Adjust General Settings: ⚙️ Modify the settings according to your preferences. Here's a breakdown of the available options:
Auto Reminder Frequency: By default, Auto Reminder frequency is at 2 .
You can modify to have reminder settings.
Maximum Reminders: By default maximum reminders is at 2
Generate Signed Document When Last Signer Signs: As you can see in the image, it is currently disabled.
Auto-Finish Signature Process: Automatically save the signature without asking the user to hit finish button. Is disabled on the provided Image.
Show Popup on Finishing Signature Process: Display a popup when finishing if auto-finish signature process is not active. The image shown has checked option.
Same Style on Signature and Initials: If unchecked, will allow a use to choose different styles for signature and initials. This one is enabled.
**Remove Events Page on Signed Documents:** As you can see the image has selected as Enabled, will show events and status.
* **Remove Certificate on Signed Documents:** Option to remove the certificate from the end of the signed documents. Since the image shows it as a checkbox option, you can select/deselect.
Save Changes: ✅ Click the "Save" button to apply your changes. 💾
Why Customize Signature Page Settings?
Streamline the Signing Process: ✨ Make signing easier and more efficient for your users.
Control Document Appearance: 🎨 Customize the look and feel of your signed documents.
Meet Compliance Requirements: ⚖️ Ensure your documents meet legal and regulatory standards.