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How to set up Security settings

Set up Security settings

Updated over a week ago

Control your account's security and privacy settings to protect your data and comply with regulations.

Login and password security levels

Make sure to click Save whenever making changes here.

Enable high password strength

  • Activation of this setting will force all users to change passwords seven days after activation and then every 90 days

  • Important: Every time you turn on this setting, it will prompt a new password reset for all users within 7 days that can't be recalled

Enable social recipient photos

  • Automatically fetch social profile photos from LinkedIn for contacts in your contact list

  • For this to work, the contact email needs to be connected to their LinkedIn account

Enable restricted access to supplemental documents

  • If unchecked, users are unable to create private supplemental documents in the attachment library

Restrict access to other users data

  • Enable restricted data sharing between users so they will not see each other's data

  • If you have teams, managers will be able to see the specific send-outs that have been done by users in their team

  • Only an admin will be able to see all user's data, regardless if they are part of a team or not

Enable manual document link sharing

  • Disable this to prevent users from getting access to document links for manual sharing when doing a send-out

Enable two factor authentication

  • When activated, users need to enter a unique code each time they want to log in. See the installation guide.

  • Can be set to be active for all Users or Admins only

Data protection settings

Set up your data protection rules to stay compliant. Make sure to click Save whenever you make changes here.

Document access consent

Collect consent before accessing document

  • When enabled, this shows a popup window with consent text that recipients must confirm before accessing the document

  • If recipients choose not to consent, they won't be able to access the document

  • Account admins can edit the consent text shown to recipients

Collect consent before enable tracking in document

  • When recipients consent, tracking is enabled and senders can see recipient statistics

  • If recipients choose not to consent, they can still access the document but tracking will be disabled for that recipient

Certificate privacy settings

You can choose to mask personal information in signature certificates. These options are available in Settings > Data protection & GDPR > Certificate settings.

Hide personal information in certificate

  • Hide personal information in the signature certificate, such as social security number (SSN) for eID signatures

Toggle to mask IP address

  • Choose to hide IP addresses in the certificate for enhanced privacy

Toggle to mask email address

  • Choose to hide email addresses in the certificate for enhanced privacy

Option to remove audit log

  • Choose to remove audit log information from the certificate

Swedish BankID logo display

  • Swedish BankID logo is now displayed if the document was signed with BankID

Document delivery settings

Send attachment of signed document by email

  • When documents get signed, all recipients will receive a PDF copy of the signed document with the certificate

  • Important: If this is turned off, recipients won't get the PDF copy in the email

Automatic document removal

Make sure to click Save whenever making changes here.

Remove inactive documents after

  • Set time in months to automatically remove inactive documents and associated contacts

  • Inactive documents are all sent out documents and drafts without any activity during the chosen time period

  • This does not include signed documents

  • Inactive contacts are those who have no documents sent to them

Remove signed documents after

  • Set time in months to automatically remove signed documents and associated contacts

  • If a contact is connected to other documents sent during the time period, they won't be deleted

Notification before removal

Send a notification email before removing documents

  • Enter an email address to receive notifications before documents are deleted

  • This allows you to download documents before they're removed

  • Critical: Documents that have been deleted cannot be recovered after being removed from your accountned document by email

  • When documents get signed, all recipients will receive a PDF copy of the signed document with the certificate

  • Important: If this is turned off, recipients won't get the PDF copy in the email

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