Kofax SignDoc Standard 2.1.0.1 - Online Help
Create a signing package
On the Signing packages page click the Create package button.
Creating a signing package includes the following steps:
•Add recipients of the signing package
•Add documents to be signed
Note When uploading a document, all existing signatures and all invisible signature fields (where all position coordinates are in the same point) are deleted automatically.
•Add fields to documents
•Add messages and review settings before sending it out
Use template will populate the new package with information from the template.
Click the Add recipient button to add a recipient to the package.
Role
After adding a recipient select the role for the recipient. A recipient may act as signer or as reviewer.
•Signer
Select this option if you would like the recipient to sign one or more of the documents in the signing package. Signers can be requested to enter information into text fields and checkboxes that have been added to the documents.
•Reviewer
Select this option of you would like the recipient to review the documents of the signing package. A reviewer can open the documents for reading only.
Enter recipient’s name and email
•Enter the recipient’s name and email address.
If an email address is provided an invitation will be sent when the package is started.
•Select a known contact.
Typing text into the field creates a drop down populated with contact(s) that match entered text. Selecting the contact from the drop down can be done by clicking the corresponding entry.
Note In case the signer will participate in an in-person signing session the Email field for entering the recipient's email address does not have to be filled out.
Delete recipient
A recipient can be deleted from the package. Deleting a signer will also delete fields assigned to this signer from the document(s) in the signing package.
Advanced recipient settings
Clicking the gear will open the advanced recipient settings for authentication, certificates and supplemental documents.
Authentication
You can configure the package so that recipients must authenticate before opening the signing package. This option limits access to the signing package to authenticated persons only.
Authentication methods
•None (default)
Authentication is based only on email address
•Access Code
An access code is required to open the package. The access code field is prefilled with random characters and numbers that can be changed. The recipient must enter this access code to open the signing package.
•Delivery channel
Specifies the way the access code is delivered to the recipient.
oNone (default)
The access code has to be delivered manually to the recipient.
oSMS
Only available if configured for your account. The SMS delivery channel option requires the recipient’s phone number. SignDoc Standard will send an SMS with the access code to the phone number when the signing session is started.
•External
Authentication is based on an external authentication provider. This feature is only available if configured for your account. When using external authentication the recipient’s first and last name is required.
1.Signer certificate
When Client certificate required is not selected the installed certificate is used. See Signing certificate.
When Client certificate required is selected a signer certificate is necessary. A client certificate can only be used with the Internet Explorer, Chrome and Firefox browsers on Windows operating system. The SignDoc Device Support setup and the appropriate Browser Extension or Add-On must be installed on the client computer.
For capturing handwritten signatures using SignPads you need to:
•Install SignDoc Device Support.
The SignDoc Device Support setup is part of the SignDoc shipment or can be downloaded from the Kofax Services page:
https://services.kofax.com/support/products/signdoc/2.0/device-support.php
•Extend your Browser with according add-on or extension for the DeviceConnector.
For the following browsers download and install additionally:
oFirefox Add-on URL
https://services.kofax.com/support/files/products-files/device-drivers/signdoc/signdoc-deviceconnector-1.0.0.xpi
oChrome Extension from Chrome Web Store
or use URL https://chrome.google.com/webstore/detail/signdoc-deviceconnector/mjmgfgodldapcfepblcemihhdenlnimk
oInternet Explorer Add-on
Add-on is installed with SignDoc Device Setup.
Note The support webpage mentioned in step 1 will also guide you to the appropriate Browser Extension or Add-on.
2.TSP signature
This label informs if and what type of TSP signature the recipient has to provide for at least one of the documents in the package. See TSP signature.
Supplemental documents
Use the Supplemental documents tab to configure documents required during signing sessions for the selected signer.
You can add, delete or change supplemental document information. To add a supplemental document click Add supplemental document button. The following form appears:
Choose a document type using dropdown at the top of the form. Note that you can select supplemental documents configured in administration. See Supplemental documents.
Change name and description of the document in corresponding fields. Note that by default these fields are filled with name and description configured in administration section. To limit maximum number of files attached use Max number of files field. All of these fields should be filled with values (notice that they are marked with red stars).
Use Required option to require user to upload the supplemental documents during signing session.
To remove previously added supplemental document use trash icon button located to the right of the document type dropdown.
Each time when you perform changes in the supplemental documents section these new changes are not saved automatically. Use Save button in the package wizard to store the document changes.
The routing order sets the order in which recipients receive and can work on the document(s). The routing order of the recipient can be determined if desired:
•Parallel signing (default)
Invitations are sent to all recipients at the same time based on the send date.
To use parallel signing the Complete in any order switch has to be enabled.
•Series signing
Each recipient is invited (via email) in order. The next recipient is invited only after the previous recipient ‘completes’ his/her part. Use the up/down arrows to reorder the recipients.
To use series signing the Complete in any order switch has to be disabled.
Add documents to the package. You can upload one or more documents either by file upload or by drag & drop.
Auto prepare a document
If set the document is 'auto prepared' with one mandatory signature field for each signer when upload is completed. The signature field is added to the first page of the document. The field can be manually moved anywhere within the document using the document editor. See Prepare document(s).
Document title
The document title is automatically filled with the filename. The title can be edited.
All uploaded documents are listed in the order they were uploaded. The documents can be reordered using the up/down buttons.
Document settings
Clicking the gear will open the advanced recipient settings. For each document a description and a message can be added.
To remove a document, click the trash icon. Click the DELETE button in the popup message to confirm the removal of the document.
Manually prepare document
You can view the PDF document by clicking the Prepare button. The click opens the document editor. See Prepare document(s).
Note If you are uploading a PDF document with form fields SignDoc Standard detects the fields and keep them (no conversion to a proprietary fields).
