Add recipients to signing package
Click Add recipient to add a recipient to the signing package. To add yourself as recipient to the signing package, click Add me.
The important difference between using Add recipient and Add me is that if you click the Add me button, you can use a signature image for signing. The application stores the image, so you can re-use it in a convenient way.
After adding a recipient, select the role for the recipient. A recipient may act as a signer or a reviewer.
Select this option if you would like the recipient to sign one or more documents in the signing package. Signers can be requested to enter information into text fields and select check boxes added to the documents.
Select this option if you would like the recipient to review the documents in 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 is sent when the signing package is started.
- Select a known contact.
Type into the field to create a list populated with contacts that match the entered text. Then select a contact from the list.
A recipient can be deleted from the signing package using the delete icon . Deleting a signer also deletes the fields assigned to this signer from the documents in the signing package.
Advanced recipient settings
Clicking the settings icon opens the advanced recipient settings for authentication, certificates, supplemental documents and miscellaneous settings.
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.
- 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.
Specifies the way the access code is delivered to the recipient.
None (default): The access code has to be delivered manually to the recipient.
SMS: Only available if configured for your account. The SMS delivery channel option requires the recipient’s phone number. SignDoc Standard sends an SMS with the access code to the phone number when the signing session is started.
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.
- Signer certificate
When Client certificate required is not selected, the installed certificate is used. See information about the signing certificate in Signing settings.
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 systems. The SignDoc Device Support setup and the appropriate Browser Extension or Add-On must be installed on the client computer.Client certificates are not supported for use with Microsoft Edge browser.
- TSP signature
This label indicates whether the recipient needs to provide a TSP signature for at least one of the documents in the package. See TSP signature.
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. The following form appears:
Select a document type from the list at the top of the form. The list contains all document types even if they were defined for different languages. Note that you can select supplemental documents configured in administration. See Supplemental documents.
Change the name and description of the document in corresponding fields. To limit the maximum number of files attached, use the Max number of files field. All fields should be filled with values (notice that they are marked with red asterisks).
Name and Description fields are empty by default and a user can see the default values in the field placeholders. These default values can be configured in the administration section and depend on the current language of the Manage Client. If you do not change name and description, they will be displayed in the signer's language during the signing session.
If you want to "pin" the name and description, simply put appropriate values in the fields. In this case, both are required and they are not translated during the signing session.
Use Required to require a user to upload the supplemental documents during the signing session.
To remove a previously added supplemental document, use the Delete icon located to the right of the document type list.
Each time you make changes in the Supplemental documents section, they are not saved automatically. Click Save in the package wizard to preserve the document changes.
Per-signer consent settings
Use the Misc tab to configure consent requirements for a specific signer or all signers in the package.
You can update (enable or disable) the E-sign consent and data protection policy consent setting for the selected signer. You can also use the action links Enable for all recipients or Disable for all recipients to enable or disable the requirement for all recipients defined in the package. If you do not update these settings, the application requires consent according to the configured settings.
When you add recipients to a signing package, a default preferred language is configured for the account. The preferred language of a recipient affects the content language for emails sent to recipients. The selection also affects the user interface language during the signing session.
- When using Default as the preferred recipient language, the user interface language during the signing session is based on the language setting for the recipient's browser.
- When using an explicit recipient language, it is applied to the user interface during the signing session.
In both cases, English is the default language.
The routing order sets the order in which recipients receive and can work on the documents. Select one of the following routing order options:
- 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 setting must be enabled.
- Series signing
Each recipient is invited (via email) in sequential order. The next recipient is invited only after the previous recipient is finished. Use the up/down arrows to reorder the recipients.
To use series signing, the Complete in any order setting must be disabled.