This topic explores the various settings available when creating an Electronic Signature Profile. Except where indicated, these settings apply to both Signatures requested via Email and when using the Embedded/Widget Signing Mode.
Select this option when you want to only use the profile via a manually triggered event.
Select the Document Sender License to use for this agreement.
Embedded Signature or Email Delivery
This setting determines the signing mode.
Embedded / Widget Mode
Select this option to show the PDF immediately after the form submission for signing. When this option is selected, the signing page will be used instead of an autoresponder thank you page. Learn more about using this option
Select this option to deliver the PDF via email for signing. This option supports multiple signers, automated reminders, and provides a higher level of assurance as to the signer's identity. Learn more about using this option.
Document & Signature Settings
PDF to be Signed
Select the PDF document that will be sent for signature. If you are using a dynamically generated PDF, you can include text tags to indicate where the signature fields will be placed. For a PDF form, you can include the form equivalent of text tags.
This is the name of the agreement that will be shown to the recipients.
Select if you want to send an automated reminder to sign and how frequently to send the reminders. This option is not available on the Embedded / Widget Mode. You can use a trigger to send an automated reminder to sign in when using Embedded / Widget Mode.
Days Until Signing Deadline
Enter the number of days before the agreement expires and can no longer be signed. All parties will receive email notification of expired agreements.
The option to configure a list of recipients and approval members is only shown when using the Email Delivery Mode.
In this window, you can enter multiple signers by entering their email address or selecting a field on the form that is expected to contain their email address. Alternatively, you can enter a fax number to fax them the agreement for signing. When you specify the role as "Approval", this user will receive the PDF for review and may elect to either approve or reject the agreement. All parties are notified if an agreement is rejected and the agreement status is updated in your Logiforms database. This even can be handled by a trigger.
Embedded Document Signing
These settings are only shown when configuring a profile in Embedded / Widget mode.
Break out of Frame
Use this option when your form is embedded and you want the signing page to break out of the embedded IFRAME and reload the entire page. If your embedded form is embedded within a small area this is recommended.
Signing Page Header
Insert your company logo and enter the text you would like to appear above the signing widget. You must leave the default text element shown between square brackets. This is where the signing element will be placed. You may place your own content anywhere above and below this element. If you accidently delete this element, you can re-add it using this text:
[Signing Area will be shown here (do not remove)]
Post Signing Success Message
This is the message shown to the user after they have signed the document.
This setting determines if the sender will sign the document first, last, or not at all. In Embedded / Widget Mode, the sender can only opt to sign last or not sign at all.
Specify if the signer should be requested to E-Sign, or Print the Agreement and sign and fax back. This setting is not available in Embedded / Widget Mode.
Security Settings: Enforce Signer Web Identity Check
This requires the signer to verify their identity by signing into through one of the following services: Facebook, Google, LinkedIn, Twitter, Yahoo or Microsoft Live.
Security Settings: Enforce KBA Authentication
This is a high-level authentication used mainly in financial institutions and other scenarios that demand a strong assertion of the signer's authenticity. The signer will be asked a number of customized, non-trivial questions from their past and they must get them correct or will not be able to sign the agreement. This option is only available for Paid accounts, and only can apply to signers in the United States. EchoSign© has partnered with RSA to enable this feature. Learn more about RSA Identity Verification.
Security Settings: Password Protect Signed Document
Applies a password and encrypts the final signed document.
Security Settings: Password Protect Document
Applies a password to the document for the signer to enter before they can complete the document. You must communicate this password to the signer(s) separately so they will be able to access the document.
- What are Electronic Signatures
- Collecting Signatures via Embedded/Widget Mode
- Using a Trigger to Handle Events
- Using a Trigger to initiate the Signing Process on Update
- Placing Signature (text Tags) with Dynamic PDF's
- Placing Signature (text Tags) with PDF Forms
- Generating PDF Documents
- Cancelling a Document
- Manually Sending a Reminder to Sign
- Viewing a Documents Audit Log or PDF