When you create an RSign user account, a user profile is generated. The Profile page is found in the Settings page and it is where you can edit your personal details, change your password, set up your signature, upload your profile image among others.
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This article covers the following topics:
- Accessing the profile page
- Personal details
- Service language, profile picture, and password
- Signature and signature text
- Auto-populate signature while signing
- Stamp
Accessing the profile page
Your user profile can be accessed by clicking your name which appears in the upper right corner of the screen, as shown below:
Alternatively, you can access by clicking on the Setting option, selecting the Personal tab, and lastly, clicking on the Profile option.
Note: The Company tab is only visible to the customer administrator role. Learn more about the Settings page as well as settings in detail here.
Personal details
You may populate your profile fields, such as first and last name, initials, and company name, among other fields.
Note: The email field is not editable, as it is your user's unique identifier.
Service language, profile picture, and password
Service language
The service language setting provides the ability to change the language for the RSign user interface, features, and user account. Note that changing the service language in your profile page only affects you.
English is the default option.
Note: After saving changes to the service language setting, you will be asked to login again to RSign for those changes to take effect.
Profile picture and password
You can add your profile picture, change it, or remove it by clicking the corresponding buttons. A 300px x 300px image size is recommended.
Additionally, you may change your password by clicking on the change password button. When doing so, you will be asked to enter your old password and your new password.
Signature and signature text
Signature
When adding your signature to your profile, as well as when signing a document, you can choose from many different options: whether it is by typing your name and choosing your preferred font type, or by hand drawing your signature, or even uploading an image of your signature. This is the signature that will be used if the document you are sending out requires your signature and you use the Prefill option.
Signature text
The signature text is automatically added to the bottom of the entered message when sending a signature request. Adding signature texts is optional, but it can be a great time-saver if you always include a signature to all your signature request messages. You can save a signature text as the default one, by clicking on the Default green button, as well as several alternate signature texts. An asterisk (*) will be added next to the default option for your reference.
To add new signature texts, simply click on the signature text name dropdown, where you will find a +New signature option. Make sure to save your text changes by clicking on the setting Save button.
The signature text supports rich text, and for that reason, you can add images, apply styles to your text, among others.
Auto-populate signature while signing
The Auto-populate signature while signing setting allows you to automatically use the signature stored in your personal profile wherever the signature control field is assigned to you in a signature request.
- If Y (enabled) is selected, your stored signature will be automatically applied to signature fields assigned to you.
- If N (disabled) is selected, no signature field will be auto populated.
Stamp
This feature allows you to upload your company’s stamp so it can be easily applied to documents when needed. You can upload as many stamps or logos as you want, and you’ll be able to crop, resize, or rotate the image during the upload process to adjust it just the way you like.
You can use your uploaded stamp in two main scenarios:
- When you set yourself as a signer when generating a signature request, clicking the Stamp control during signing will automatically insert the stamp stored in your profile.
- When someone sends you a document that requires a stamp you’ll be able to retrieve and use the stamp you’ve already uploaded to your profile.
Note: This setting is only available when both the Sender UI and the Signer UI are set to New.