Try RMail PRE-Crime Services – The Advanced tab is available in the Company and Personal settings. All users can access it.
Read more about the settings page in general here.
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This article describes every setting found in the Advanced tab:
- Attach signed PDF for these recipients
- Allow signers to download final contract
- Include envelope data (XML) in the envelope tab
- Enable CC options
- Set default signature control value to required
- Receive sending confirmation email
- Enable the dependencies feature
- Available options for signature capture
- Signature certificate paper size
- Electronic signature indication
- Reference code
- Allow users to align form fields
- Signature request reply address
- Stamp watermark onto signers completed document
- Enable click to sign
- Post sending navigation page
- Enable auto fill text controls of same labels
- Enable RClick
- Enable file review
- Show control ID
- Enable recipient language selection
- Attach document data (XML) to email with signed contract (sender only)
- Include transparency document
- Signature control required for static template
- Disable download option on signers page
- Enable Signers UI
- Signature Certificate Type
- Disable finish later option on signers page
- Disable decline option on signers page
- Disable change signer on signers page
- Allow changing email subject while updating and resending envelope
- Allow users to delete envelope
Attach signed PDF for these recipients
The Attach signed PDF for these recipients settings provides the ability to decide who receives a signed PDF record of the completed document. There are several options available to give the user deep flexibility depending on requirements for privacy or compliance:
- Sender only: Once the documents are signed and completed, the sender will receive an email with a copy of the PDF of the completed documents. The signers will receive a link to view and download the completed document within the web browser.
- Sender and signer: Both, the sender and signers, will receive a PDF copy of the signed and completed document.
- Retrieval link: Once the documents are signed and completed, the sender and signers will be able to view and download the completed document within the web browser. No PDF document will be sent to them.
- Sender only and no email to recipient: After the signers, the recipients, sign the documents, the sender will receive the signed PDF document along with the signature certificate PDF in their inbox. Signers will not receive any communication.
- Sender only and recipient sign-in: After the signers, the recipients, sign the document, the sender will receive the signed PDF document along with the signature certificate PDF via email. Signers will receive an email with a link to log into RSign -or create a new free account if they don't have one already- to retrieve a signed copy. The document can be downloaded from the expanded completed envelope data in the Completed folder located in the home page.
- Sender retrieval link and no email to recipient: The sender will receive an email containing a button to view the signed document. Signers will not receive any communication.
- Sender retrieval link and recipient sign-in: The sender will receive an email containing a button to view the signed document. Signers will receive an email with a link to log into RSign -or create a new free account if they don't have one already- to retrieve a signed copy. The document can be downloaded from the expanded completed envelope data in the Completed folder located in the home page.
Note: This setting can be combined with the Access authentication feature for enhanced privacy and protection.
Allow signers to download final contract
The Allow signers to download final contract setting provides signers the ability to download the final contract from the Completed folder in their RSign account.
- If Y (enabled) is selected, the download icon will be activated in the popup shown to the last signer in a multi-party e-signature request after they have finished submitting the document, as well as in the Completed folder.
- If N (disabled) is selected, the download icon will not appear in the popup or the signer's Completed folder.
Downloading the final contract
If the setting is enabled, after completing their signature, signers will receive the following message as long as there are remaining parties yet to sign:
Once the final signer has completed their signature, they will receive the following message, which explains that they can access the final document in the Completed folder of their RSign account or by simply clicking on the download icon:
Note: After the last signer has signed, all other signers will also have access to the final document in the Completed folder of their RSign account.
Include envelope data (XML) in the envelope tab
The Include envelope data (XML) in the envelopes tab setting provides the ability to store, view and download an XML file containing the complete envelope data of a transaction within the Envelopes page.
- If Y (enabled) is selected, the XML file will be saved in and downloaded from the Envelopes page.
- If N (disabled) is selected, no XML file will be saved in the Envelopes page.
How to download the included XML file
To download the included XML file, follow these steps:
1. Click on the Envelopes option from the top navigation bar.
2. Look for the corresponding envelope, click on envelope expander to view the envelope data, and next, click on the green envelope icon to view the envelope actions. Select the more actions options.
3. To download the included XML file, click on the Envelope data (XML) download icon.
Enable CC options
The Enable CC options setting provides you the ability to specify when the CC recipient should receive notifications.
The CC options can be used when sending new signature requests, as well as when creating new templates or rules.
- If Y (enabled) is selected, a dropdown will become available in the envelope preparation page to determine what the CC recipients experience should be.
- If N (disabled) is selected, no CC options dropdown will become available in the envelope preparation page. CC recipients will receive a copy of the document before and after it is fully signed.
Using the CC options
When sending a document for signature, you have to fill out the recipients fields. There are three recipients type options: signer, CC, or prefill.
When the CC options setting is enabled, a dropdown becomes available for the sender to control which notifications the CC recipient should receive:
- Unsigned and signed: The CC recipient will receive a copy of the document when the signature request is sent and a copy of the final signed document.
- Unsigned: The CC recipient will only receive a copy of the document when the signature request is sent. The final signed document will not be emailed to the CC recipient.
- Signed: The CC recipient will only receive a copy of the final signed document. The copy of the unsigned document, when the signature request is sent, will not be emailed.
- Notifications only: The CC recipient will be notified when the document is sent for signature and when the signers sign it, but no copy of the document will be emailed.
- Notifications and Signed: The CC recipient will be notified when the document is sent for signature and when the signers sign it. A copy of the unsigned and signed documents will be emailed.
Note: The CC options dropdown will be greyed out for prefill and signer recipient types.
You can also view the selected option for the CC recipients in sent envelopes. Click on the Envelopes page, look for the corresponding envelope and expand the envelope data.
Set default signature control value to required
The Set default signature control value to Required setting provides you the ability to pre-set signature fields as required or not required when the field is added when preparing a to a document.
- If Y (enabled) is selected, the signature field will be pre-set as required by default when added to a document during the preparation stage. The signature field must then be filled out before the document is submitted by the signer.
- If N (disabled) is selected, the signature field will be pre-set as optional by default when added to a document during the preparation stage. The signer may submit the signature request without filling out the signature field.
Receive sending confirmation email
The Receive sending confirmation email setting provides the ability for you to receive a confirmation email each time you send a signature requests.
- If Y (enabled) is selected, the sender of the signature request will receive a confirmation email.
- If N (disabled) is selected, no confirmation email will be sent.
Enable the dependencies feature
While preparing a document for electronic signature, the sender may want to add conditions to the signing process, so that if an action is performed in one fillable control field, additional actions will be required for other fillable control fields. The Dependencies feature allows you to create such conditional actions.
Read the following article to learn how to create Dependencies.
Available options for signature capture
The Available options for signature capture setting provides you the ability to determine whether the signer should be able to enter their signature either by typing, electronically writing their signature on the document using their touchpad/mouse or other device, or uploading an image of their signature.
- Type signature: If checked, the signer will be able to type their name when filling out a signature request.
- Hand-drawn: If checked, the signer will be able to draw their name on the provided drawing space when filling out a signature request.
- Upload signature: If checked, the signer will be able to upload a picture of their signature.
Signature certificate paper size
The Signing certificate paper size setting provides the ability to choose the size of the paper for the signature certificate that is included with signed and completed envelopes.
You can choose from the following different available options: Automatically detect, US letter, US legal, A4.
Learn how to download the signature certificate here.
Electronic signature indication
The Electronic signature indication setting provides the ability to show a notice around a signature to indicate that it has been electronically signed. When enabled, Electronically RSigned by: will appear above the signature and either the envelope ID or the time and date of a signature will appear below the signature on the signed document.
- If Disable is selected, there will be no electronic signature indication under the signature on the signed document.
- If Enable with envelope ID is selected, the envelope ID will be indicated below the signature on the signed document.
- If Enable with time & date stamp is selected, the time and date will be indicated below the signature on the signed document.
Reference code
The Reference code setting gives you the option to add, at the time of sending a signature request, a specific code, email address, or both to be saved in the envelope data for that particular transaction.
This setting can be used if your company uses a certain internal code system to manage envelopes. This feature can also be used to list an email address that may be relevant or significant to this envelope but may otherwise not have a place to be included.
- If None is selected, when preparing a signature request, there will be no option to set a reference code or email. Consequently, no corresponding data will appear in the sent envelope in the Envelopes page.
- If Reference code only is selected, there will be an option to set a reference code when preparing a signature request. The reference code will appear in the corresponding envelope found in the Envelopes page.
- If Reference email only is selected, there will be an option to set a reference email when preparing a signature request. The reference email will appear in the corresponding envelope found in the Envelopes page.
- If Reference code and email is selected, there will be an option to set both, a reference code and a reference email, when preparing a signature request. The reference code and email will appear in the corresponding envelope found in the Envelopes page.
How to use and view the applied reference codes
When the setting is enabled, the corresponding fields will appear for you to fill them out when preparing an envelope for signature.
The entered reference code and/or reference email will be then reflected within the envelope data.
Allow users to align form fields
The Allow users to align fillable control fields setting provides you the option to align control fields while preparing a document to be sent for e-signature.
- If Y (enabled) is selected, the align button will be available when preparing a document for signature.
- If N (disabled) is selected, the align button will not be available when preparing a document for signature.
You can align fields as follows,
- Horizontally: to the right, center and left of the furthest selected field
- Vertically: to the top, middle, or bottom of the further selected field.
- Distribute horizontally: All selected fields are equally distributed horizontally within the space limits determined by the first and last fields.
- Distribute vertically: All selected fields are equally distributed vertically within the space limits determined by the first and last fields.
How to align control fields
1. While pressing the left button of your mouse, drag the cursor over the controls fields you would like to align. Release the mouse button. The selected control fields should now be highlighted.
Alternatively, you can press and hold the Ctrl key on the keyboard and click on the individual controls fields you would like to align.
2. Click on the align button. A dropdown will expand with the alignment options.
Signature request reply address
When someone receives an RSign email, they may need to reply to the sender. The Signature request-reply address setting determines what email address the recipient will see when they click on Reply.
- If no-reply@1.rsign.net is selected, the reply-to email address will be no-reply@1.rsign.net.
- If Sender’s email is selected, the reply-to email address will be the email of the sender.
Stamp watermark onto signers completed document
The Stamp watermark onto signer's completed document setting determines if a watermark will appear on the signed and completed document. Enabling a watermark can be useful to ensure the authenticity of a document and prevent potential tampering from happening.
- If Y (enabled) is selected, the configured watermark will appear in the final signed document.
- If N (disabled) is selected, no watermark will appear in the final signed document.
There are two watermark options: Text for sender and Text for all others.
Text for sender
The text entered in this option will determine the watermark text for the final signed document that is sent only to the original sender. The watermark will also be visible when downloading the signed document from the Envelopes page.
Text for all others
The text entered in this option will determine the watermark that recipients will see in the final signed document. This includes signers and recipients that were Cc’d but not the sender. It will appear diagonally across the page from lower left corner to the upper right one.
Enable click to sign
When reviewing or signing a signature request, the signer may be required to sign or add their initials in multiple places throughout the document. Enable click to sign helps them quickly fill in this information without having to re-enter it at every location. Click to sign captures the signature, initials, and name at the beginning of the signing process and applies those values with a simple mouse click, reducing time and expediting the signing process.
- If Y (enabled) is selected, the signer will be requested to enter their signature and initials at the beginning to subsequently use them during the signing process.
- If N (disabled) is selected, the feature will not available as part of the signing process.
Using click to sign when signing documents
When a document is opened for signing, by default the Click to sign window pops opens.
The document signing process can be completed by the signer just clicking on the respective yellow prompts. When the signer clicks on the prompt, the value already captured for that field will be filled in.
Post sending navigation page
The Post sending navigation page setting allows you to select where you should be redirected after sending a signature request.
You can choose to be redirected to the Home page or the Envelopes page. Envelopes page is selected by default.
Enable auto fill text controls of same labels
The Auto fill text controls of same label setting helps signers save time when filling out text control fields which have been assigned to the same signer with the same label: once the first field is populated, the other fields are autocompleted.
- If Y (enabled) is selected, if the same field with the same label is requested to be filled by the signer multiple times, they will have to enter the requested information only once. The subsequent fields will be autocompleted.
- If N (disabled) is selected, if the same field with the same label is requested to be filled by the signer multiple times, they will have to enter the requested information as many times as they appear on the document.
Enable RClick
This setting allows enterprise users within RSign to seamlessly integrate electronic signatures into their web applications, while also generating signature certificates for signers.
- If Y (enabled) is selected, two additional controls become available, specifying the RClick ID, which uniquely identifies the client web application, and the RClick Key, a secure code that the client's web application needs to send to RSign during web API calls.
- If N (disabled) is selected, users will not be able to integrate electronic signatures into their web applications.
To learn more, read the following article about how to use RClick.
Enable File review
The Enable file review setting provides you the ability to send unsupported files, such as multimedia files, through the RSign system for signers to review them and place their signature in a document that is sent separately. With this feature, you can also send supported files for review.
Note: This feature can only be enabled by RPost. If you would like to have this feature enabled, please contact your RPost Customer Success representative, or the Support team.
Read this article to learn how to use the File Review feature.
Show control ID
When the Show control ID setting is enabled, the ID button is displayed on each fillable control field popup, which allows the senders to copy the control field identifier. When disabled, the ID button is not shown.
Enable recipient language selection
The Enable recipient language selection setting provides you the ability to select the applicable service language for each recipient. Email notifications and the user interface will reflect the selected language for that recipient for that envelope in particular.
- If Y (enabled) is selected, a language dropdown will be available for each recipient when preparing an envelope to be sent for signature. English is the default language.
- If N (disabled) is selected, no language dropdown will be available.
Using the recipient language selection feature
You can select each recipient's applicable language at the time of preparing a new signature request, regardless of the recipient type. To change the language value, click on the language dropdown and select the desired option. Each recipient will receive RSign notifications and will see the user interface in the corresponding language.
Attach document data (XML) to email with signed contract (sender only)
The Attach document data (XML) to email with signed contract (sender only) setting provides the ability to attach the XML document to the final signed document. This XML file has the complete envelope data, including the control fields added to the document.
- If Y (enabled) is selected, the XML file will be attached along with the final signed document sent to the sender.
- If N (disabled) is selected, no XML file will be attached.
Note: You may also download the envelope data XML file from the Envelopes page. To do so, follow these steps:
1. Click on the Envelopes option from the top navigation bar.
2. Look for the corresponding envelope, click on envelope expander to view the envelope data, and next, click on the green envelope icon to view the envelope actions. Select the more actions options.
3. To download the envelope data XML file, click on the Envelope data (XML) download icon.
Include transparency document
The Include transparency document setting provides you the ability to receive an attachment called the Transparency PDF once a document has been signed by all parties. This file is sent to the sender along with the final signed document. It contains only the information the signers added to the fillable control fields during the signing process.
- If Y (enabled) is selected, the transparency document will be attached to the final signed document for the sender. The transparency document will also be downloadable in the expanded view of the envelope data in the Envelopes page.
- If N (disabled) is selected, no transparency document will be attached or be available for download in the envelope data.
Signature control required for static template
The Signature control required for static template setting provides the ability to create templates without adding a signature control field, and therefore, it allows to send a document for signature without requiring the identity of the signer.
- If Y (enabled) is selected, when creating a template with static link, it will be required to add a signature control field. Consequently, the recipient of the signature request will be requested to stamp their signature to complete the document.
- If N (disabled) is selected, when creating a template with static link that only allows a single signer, the template can be saved with or without having added a signature control field. Consequently, if no signature fillable control field is added, the recipient of the signature request will not be requested to stamp their signature to complete the document.
Note: This setting is only compatible with the Allow single signer option of the Create static link for templates setting.
Disable download option on signers page
The Disable download option for signers setting provides the ability for users to hide the download button from the signer interface to prevent signers from downloading the unsigned version of the document.
- If N (disabled) is selected, the download button will be visible for signers to download the unsigned version of the document.
- If Y (enabled) is selected, the download button will not be visible in the signer interface.
Enable signers UI
The Enable signers UI setting allows the sender to choose between the classic and new signer interfaces for the recipient of the signature request.
Classic signer interface
New signer interface
Signature Certificate Type
The Signature Certificate Type setting allows you to specify the type of signature certificate that will be generated and added to the final signed document.
Old Signature certificate
New Signature certificate
Disable finish later option on signers page
When enabled, the Disable the finish later option on the signers page setting prevents signers from saving their progress and returning to complete the signing process at a later time. This setting ensures a more immediate and streamlined signing experience, encouraging signers to complete the document signing in a single session.
Disable decline option on signers page
When enabled, the Disable decline option on signers page setting ensures that signers are unable to decline the document. By disabling this option, the aim is to maintain a controlled and streamlined signing process, eliminating the possibility for signers to decline the document and promoting a seamless progression towards completion.
Disable change signer on signers page
When enabled, the Disable change signer on signers page setting restricts the ability to alter the designated signer on the signers page. By deactivating this option, it ensures a secure and unalterable signing process, preventing changes to the assigned signer and maintaining the integrity of the document workflow.
Allow changing email subject while updating and resending envelope
When enabled, the Allow changing email subject while updating and resending envelope will allow editing of the Message Template, email subject and email body while updating and resending the envelope.
Allow users to delete envelope
The setting Allow users to delete envelopes allows you to choose where the Delete button will be available when selecting an envelope in the Home page.
When set to Y, the user has the option to delete envelopes on the Home page.
If it is set to N, the Delete button will not be available when selecting an envelope, preventing it from being deleted.
