If you are the admin (main administrator) of the ValidSign environment, you have more functionalities at your disposal than regular users. The functionalities mainly relate to managing other users. In addition, an administrator also has the option to view 'Reports'.
If you click on your name in the top right corner of the dashboard and then on 'Admin', you will get an overview of specific administrator functions.
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Here you can see how many 'users' or users your subscription contains.
You will also see how many documents can be sent and how many signatures can be placed with your account. If you want to adjust your subscription, please contact us at firstname.lastname@example.org or you can reach us at+31 (0)85 303 3676.
This option only applies if there is an integration of your work system with ValidSign. Here you can find the API-key among others. For more information about integrations with ValidSign, please contact us at email@example.com or you can reach us at +31 (0)85 303 3676.
You will then be taken to a screen where you can enter the group name. In addition, you can set the email to be sent to all members of the group and allow the group members to act as agents for each other.
You can then add members to the group by clicking the group and clicking "Invite Member". Here, you can enter the email address to which the document will eventually be sent.
If you then want to create a new transaction, you can choose from the recipients the group you just added. You click on the icon below:
Then click on "Group" and select the group you just added.
You can now continue to create the transaction. The transaction is then sent to all members of the group.
With this function you can insert an extra field to your Designer. You can then drag these fields into the document to be signed. Fields that are already present within the Designer include a text box, a checkbox and a list (these options are on the left in the Designer).
By clicking on "New Field" you will enter the screen below, and you can give your field a name and description and set whether the field is required.