HOW TO TUTORIALS Customising the signature options

Our signature settings enable you to configure how your customers interact with the documents you send them for e-signature. By default, there are three different types of signatures your customers can choose from:

*** Draw signature - The most common way of signing a document, involves drawing your signature using your mouse or using your finger when on a touch-screen device.

*** Choose signature - Choose from 10 unique signature styles that we automatically generate using your first name and last name.

*** Upload signature - Upload an image of your signature from your hard drive. This option may be useful if you already have a copy of your signature in an electronic format.

RESOURCES >> Email Archiving

Force drawn signatures

Force drawn signatures

Certain industries and governing bodies have preferences on which signatures should be used based on what "looks authentic". For this reason, you may choose to disable options for your recipients to sign using an auto-generated signature, or by uploading an image of an existing one.

    1. Open your Business Profile page from the sidebar, and scroll down to the preferences section.
    2. Under the "Force recipients to draw their signature when signing?" select Yes.

CLICK TO ENLARGE

Setting the default signature type

Setting the default signature type

When you are not forcing drawn signatures, you can change which option appears first to your customers when they click on a signature field. In the example below, Choose signature is the first option that appears.

CLICK TO ENLARGE

Upload Signature

Upload Signature

When upload signature is selected - once the recipient receives the document to sign they will be prompted to load their signature.

RETURN TO RESOURCES

CLICK TO ENLARGE