Package settings

On the Package settings page, you can update the signing package details.

Package settings

• Name

  Name of the signing package.

• Description

  Description for the signing package.

• Expires

  Define if the signing package expires and become voided if not yet completed.

• Audit trail options

  • Add audit trail information to the signing package container.
  • Create audit information for each document.
  Audit trail options’ changes are significant only if the specific configuration setting ‘Controls the attachments in the final email’ is set to ‘on’ by the account administrator. Please note that currently turning off the second option ‘Create audit information for each document ‘ has no effect. We recommend that you keep the audit trail options selected.

• Allow in-person signing

  If enabled, the package can be used for in-person signing (Sign now).

  An administrator can prevent changing this setting. In this case, the switch is read-only.

Notifications

• Signing invitation send date

  Define when a signing invitation email is sent to recipient(s).

• Reminders
  • Add reminder

    Email reminders are sent to recipients if they haven’t yet completed the signing package.

  When using series signing routing only the first recipient gets a reminder email if he/she hasn’t yet completed the signing package.
• Email subject

  The title of the signing invitation email that is sent to recipients.

• Email message

  Text to include in signing invitation email.

Email fields advanced features

Both Email subject and Email message fields support advanced features:

1. Use the $USER placeholder in the fields text to insert the name of the current user (signing package creator) in the email. For example, when setting Email subject to "$USER invites you to sign the document," the signing package recipients receive an email with the subject containing the actual user name instead of $USER.
2. Auto-fill with the default value. You can clear all existing content in the fields to let the application insert default text from the configuration. Note that the application uses default values for the language of the signing package recipients.

Preferred language effect

When recipients in the signing package have a different preferred language, the application hides the Email subject and Email message fields, because for the notification messages, the title and content is dependent on the recipient's language. In this case, the application shows the message explaining why the email fields are hidden.

For example, a recipient with French as the preferred language receives a message with French content. An administrator can set up translations for specific languages in the Administration section.

Start a signing package

After the user clicks Finish, the signing package is started.