You can add signer restrictions during the E-Sign Request Signature flow. Click here to learn more about setting up your document package.
You will be able to configure the signer settings in the Signer Options window. You’ll need to set the requirements for each signer independently.
- Click on the three dots next to the signer name then click on Signer Options.
The following Signer Options are available:
If the E-Sign module is not available for you, you can purchase it here.
Options
There are a few signer options you can set.
- Choose Options.
- Under Message you can create a message only that the signer will see.
- Check the box next to Can Decline This Package to give them this option.
- Check the box next to Can Delegate This Package to enable a signer to pass off the signing responsibility to someone else.
Authentication Method
The authentication method is a way of verifying the signer is the intended person. There are two options.
E-mail is the default method. When your document package is sent, the signer will receive an email. Clicking on the link in that email serves as signer authentication.
Alternatively, you can use Questions and Answers to authenticate the signer. Unless the user can answer your security question, they will be unable to sign.
- Click Authentication Method.
- Choose Questions and Answers.
- Enter your question and answer.
- Click OK.
Attachments
In this section, you can request specific file attachments along with the signature.
- Click Attachments.
- Click on the Add button.
You’ll need to provide a name for the file you are requesting.
- Enter a name into the box.
- Click outside the box to finalize.
- Click on the three dots next to the attachment name then click on Add Description to provide context for your requested document.
- Enter the description.
- Click outside the box to finalize.
- Check the box if the signer must provide this document before they can sign.
- Click on the three dots next to the attachment name then click on Remove to remove the selected attachment from the list.
- You can click on Clear All to remove all attachments from the list.