Please note!
This setting can only be edited by an admin. The settings will affect all users on the entity if nothing else is stated.
When you toggle ON/OFF a setting or make changes to a text field always remember to click on Save
How to navigate to your document settings
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Signing methods
Select how documents should be signed. The methods you select here will be applied to all new documents created on this entity.
Use hand-written signature
The recipient will sign the document with a digital handwritten signature. It will be seen on the signature certificate when all recipients have signed. |
Sign the document with your initials
The recipient will sign the document with their initials. |
Sign by typing
The sender and recipient can choose to use the keyboard to create a signature. |
Sign the document by receiving an SMS code
The recipient will receive a unique code via SMS. The recipient can sign a document by entering this code into the input field that will pop up. |
Sign the document with electronic identification
Sign documents with Electronic Identification (e-ID), also known as Advanced eSigning. |
Enable QES signing (Qualified Electronic Signature)
The recipient will sign using QES, the third and most secure level of electronic signature. |
Sender signing
Select how to add the sender's signature to a document.
Automatically add sender signature (self-sign)
The sender’s signature will automatically be added to the document. |
Sender and recipient interaction
Select how the sender should be able to interact with recipients.
Identify new recipients
The sender will be notified by email when the document is opened by someone who is not on the recipient list |
Enable document chat
Add the chat functionality to the document page. This will apply to all documents on the entity. |
Enable comments
Allow senders and recipients to highlight specific content and comment on it. This will be enabled in all new documents created on this entity. |
Recipient actions
These settings will affect the workflow for the recipients of a document
Allow recipients to download the document
Allow recipients to download the document before and after signing. |
Allow signature transfer
Allow recipients to transfer their signature rights to the person they are forwarding the document to. |
Show e-sign consent before signing
Collect consent from the recipient according to the terms of the e-signing disclosure, before they sign the document. They will consent to the same terms by signing the document. |
Recipient verification
Use SMS to verify that the right person is accessing your document.
Verify with SMS code to open
To access the document the recipient will need a 6-digit code, sent as a text message to their mobile phone. This setting can be changed by users on a document level. |
Advanced settings
These settings will apply to all documents sent out from this entity.
Document expires after
Set the default expiration time you want the document to have. When a document is expired you can simply just update the expiration date within the document to activate it again. Read more about it here. |
Unique Document ID
Activate unique ID for all documents. The ID you enter here will be used for the next document that is created. Leave empty to disable unique document ID.
This is for internal purposes and a recipient won't see the unique ID. |
Position of digital fingerprint on signature certificate
Adjust the location of the footer fingerprint appearing on signed documents, making sure it doesn't cover anything up on your signed document.
You can move it up by doing -# pixels you want to move it up by or move it down by doing # pixels you want to move it down by.
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Customize SMS sender name
If you want to change the name which is stated as the sender name on an SMS (text message) you can write the name in this field. A name can be 11 characters long.
Not all countries support alphanumeric sender IDs. See the list here |
Send an email copy of all non-private signed documents to
The email Sender email is today defaulted to the user email who is sending the document. When a recipient is answering an email to reply_to_sender@getaccept.com: The email goes out to the sender of the document.
With Sender Email Reply To, you can change so that when a recipient is answering an email, instead of going to the sender it goes automatically to the chosen email address. |
Customize the sender name in emails
The email sender name is today defaulted to the user name field, for example, John Doe via GetAccept could say ACME Inc via GetAccept in the email sender name. |
Email address where responses should be sent
The reply to the sender's email. If a recipient responds to an email sent via GetAccept then it will be sent to the added email. |