Note: In case the document sender has enforced certain configurations on the signature that conflicts with your saved configuration, the sender's configurations will be given priority.
Using this tab, you can configure the following:
Virtual Signature
Cloud DSC Signature
Document Signer Signature
Default Signature Seal
Here, you can set up your Virtual signature by configuring its visual appearance and automated eSigning capacity.
Click on the Setup button under the Virtual Signature section. This will open a side-drawer.
Select “Draw Sign” - to digitally draw the signature,
or “Choose Sign” to choose from the predesigned signature based on your profile name.
If you make an unwanted error while drawing your signature, you may click on the ‘X’ button on the draw section to start over.
(Optional) If you want to also set up the automated design for your virtual signature, turn on the “enable automated esign” toggle
Check the consent message after reading and understanding it. (Automated esign cannot be activated without agreeing to the consent.)
Enter a password for your automated sign in the password box. (This password would be needed during the sending journey if automated esign is selected as signature type).
Re-enter your password in the confirm password box, to avoid any errors in entering the password.
The above steps done correctly will enable the save button.
Click on the Save button to save your Virtual Signature settings, and close the drawer.
Your virtual signature configuration should be visible on the Virtual signature section.
Note: Only one Virtual Signature configuration can be set up at any point in time.
Click on the pencil icon next to the Virtual Signature configuration. This will open the same side-drawer as the initial setup, and your existing configuration will be pre-populated.
Select “Draw Sign” - to digitally draw the signature,
or “Choose Sign” to choose from the predesigned signature based on your profile name.
If you make an unwanted error while drawing your signature, you may click on the ‘X’ button on the draw section to start over.
(Optional) If you want to also set up the automated design for your virtual signature, turn on the “enable automated esign” toggle
Check the consent message after reading and understanding it. (Automated esign cannot be activated without agreeing to the consent.)
Enter a password for your automated sign in the password box. (This password would be needed during the sending journey if automated esign is selected as signature type).
Re-enter your password in the confirm password box, to avoid any errors in entering the password.
The above steps done correctly will enable the save button.
Click on the Save button to save your Virtual Signature settings, and close the drawer.
Your updated virtual signature configuration should be visible on the Virtual signature section.
Click on the bin icon next to the Virtual Signature configuration. This will open a confirmation pop-up stating: “Are you sure you want to delete the eSign ID: <esign>?”
Click on the delete button to delete the virtual signature configuration. In case you change your mind you can click on cancel instead to cancel the deletion.
Note: Deleting an eSign configuration is an irreversible action. Once deleted an eSign configuration cannot be retrieved.
Here, you can set up and configure your Cloud DSC Signature.
Click on the Setup button under the Cloud DSC section. This will open a side-drawer.
Enter any 2 of the 3 information {registered PAN, registered mobile number, SignerID} to fetch your validated SignerID from the Cloud DSC servers.
Click on “Validate and Update” to complete the setup for your Cloud DSC signature.
Click on the pencil icon next to the Cloud DSC configuration. This will open the same side-drawer as the initial setup, and your configured date will not be populated as it contains sensitive information.
Enter any 2 of the 3 information {registered PAN, registered mobile number, SignerID} to fetch your validated SignerID from the Cloud DSC servers.
You may also choose not to update anything and simply click “Cancel” to retain the existing configuration.
Click on “Validate and Update” to complete the setup for your Cloud DSC signature.
Click on the bin icon next to the Cloud DSC configuration. This will open a confirmation pop-up stating: “Are you sure you want to delete the eSign ID: <esign>?”
Click on the delete button to delete the Cloud DSC configuration. In case you change your mind you can click on cancel instead to cancel the deletion.
Note: Deleting an eSign configuration is an irreversible action. Once deleted an eSign configuration cannot be retrieved; it can however be reconfigured manually.
Here you can set up and configure multiple Document Signer signatures.
Check the consent message after reading and understanding it. (Automated esign cannot be activated without agreeing to the consent.)
Enter a password for your automated sign in the password box. (This password would be needed during the sending journey if automated esign is selected as signature type).
Re-enter your password in the confirm password box, to avoid any errors in entering the password.
5. The above steps done correctly will enable the save button.
6. Click on the Save button to save your Document signer configuration, and close the drawer.
7. Your Document signer configuration should be visible on the Document Signer section.
Click on the pencil icon next to the Document signer configuration that you want to edit. This will open the same side-drawer as the initial setup, and your existing configuration will be pre-populated.
Enter an eSign name for the Document signer configuration.
Enter the URL for the document signer.
(Optional) If you want to also set up the automated design for your Document Signer, turn on the “enable automated esign” toggle:
Check the consent message after reading and understanding it. (Automated esign cannot be activated without agreeing to the consent.)
Enter a password for your automated sign in the password box. (This password would be needed during the sending journey if automated esign is selected as signature type).
Re-enter your password in the confirm password box, to avoid any errors in entering a password.
The above steps done correctly will enable the save button.
Click on the Save button to save your Document signer configuration, and close the drawer.
Your Document signer configuration should be visible on the Document Signer section.
Click on the bin icon next to the Document Signer configuration that you want to delete. This will open a confirmation pop up stating: “Are you sure you want to delete the eSign ID: <esign>?”.
Click on the delete button to delete the Document Signer configuration. In case you change your mind you can click on cancel instead to cancel the deletion.
Note: Deleting an eSign configuration is an irreversible action. Once deleted an eSign configuration cannot be retrieved; it can however be reconfigured manually.
Here you can set up one of the four available seals options to appear along with your signature:
None
Authorized Signatory
Director
Custom
By default, this will be set as “None” for your profile, which means that your signature will appear like themselves without any seals
Select “Authorised signatory seal” from the seals dropdown
Enter the Organisation’s name.
Preview the signature appearance
Click on “Update” o save your seal preference
Select “Director seal” from the seals dropdown
Enter the Organisation’s name.
Preview the signature appearance
Click on “Update” o save your seal preference
Select “Custom upload” from the seals dropdown.
Select an image file that you want to use as a custom seal for your signature. You can also drag-n-drop and image files onto the image upload box
Preview the signature appearance
Click on “Update” o save your seal preference
Select “None” from the seals dropdown
Click on “Update” o save your seal preference