Settings for a transaction
When creating a new transaction, you are required to enter a name.
A description is optional and is not visible to recipients. In addition, you will see the "Settings" gear at the bottom. Here you can select additional settings.
Here you can specify an expiry date for the transaction. When the expiry date has been reached, it is put in the 'draft phase' and is therefore no longer active. So the link that signers receive in their email to be forwarded to the document will no longer work. If you want to reactivate that transaction, you can adjust the due date to a later time and resend the transaction.
If you give an expiry date to the transaction, a reminder will automatically be sent 4 days before this date to all participants in the transaction who have yet to sign.
Set face-to-face signing
You can set this function when you are in front of the recipient (s) and you want to sign in quick succession on one screen. When the first recipient has signed, the second recipient is asked to sign on that screen. This can be useful in the case of a meeting where multiple people need to sign immediately.
View before completion
This function makes it possible to view the transaction again before it is marked as completed. This can be useful when asking a signer to upload a document as part of a transaction. Consider, for example, uploading an identity document. You may then reject the uploaded document before the transaction is completed and request a new upload.
Message to all recipients
You can choose to add a message that all recipients receive. They will find this in the email they receive after you have sent your document (s) for signature.
Settings for an individual signer
When you create a transaction and add one or more recipients, you can set additional options for each individual signer. Think of adding an extra authentication method or adding a text and / or attachment. By moving your mouse on the receiver, a gear will appear on the right.
If you click on the gear, you will enter the screen below.
Here you will find the name and e-mail address of the respective recipient. You can choose to add the function and organization here as well.
Here you can choose to add an additional authentication method. An email is always sent by default for signature. In addition, there is the option to send an extra SMS code or apply Q&A. During the SMS verification, a code is sent to the mobile number of the recipient. The recipient will have to enter this code to sign. The SMS functionality is only available when an SMS bundle has been purchased.
Q&A stands for Question & Answer, where at least one Q&A is required to be entered. Q&A allows you to submit questions to the signatory; in this case they are 'shared secrets'. You can formulate questions based on information you already have about your customer, such as the last four digits of his / her Social Security number or an ID number. If the signer provides the correct answer, it will be verified as the correct recipient of the transaction. This Q&A function is ideal when, for example, sending an insurance claim or an electronic transfer.
You can choose to let the signer upload an additional file before signing the document can be completed. You can make uploading compulsory by checking the "Required" button. The signatory is then obliged to upload an attachment, for example a scan of an ID card. The sender can then accept or refuse this attachment with any attached comments. If this feature is not checked as "Required", the signer is not required to attach a document. The sender cannot therefore refuse them.
Would you like to view the copy ID / attachment before the transaction is completed? You can set this. How to read that here.
Under this button you can add a personal message for the recipient. The recipient will see this instead of the message intended for all recipients.
You can also give the recipient the opportunity to transfer the transaction to someone else, for example a colleague who is authorized to sign. You can set this by clicking the "Change signer" button. You can also choose to send the signed document (s) as an e-mail