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. After making any changes, remember to click Save Changes to apply them.
This article covers the following topics:
- Accessing the profile page
- Profile tab
- Signature & Stamp tab
- 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.
Profile tab
Personal Information
In this section, you can update your profile information, including your first name, last name, initials, company name, and other profile details. Note: The Email field cannot be edited, as it serves as the unique identifier for your user account.
You can also select your preferred Service Language, which changes the language of the RSign user interface, features, and your user account. This setting only affects your own account, and English is the default language. After saving your changes, you will be prompted to sign in to RSign again for the new language setting to take effect.
Additionally, you can change your password by clicking Change Password. You will be prompted to enter your current password and then your new password before saving the change.
Profile picture
You can add your profile picture, change it, or remove it by clicking the corresponding buttons. A 300px x 300px image size is recommended.
Signature & Stamp tab
In this section, you can manage your signature, stamp, and message signature text, as well as choose whether your saved signature should be automatically applied during the signing process by enabling the Auto-Populate Signature While Signing option.
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.
When adding your signature to your profile 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.
Signature Setting
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.
- When set to Y (Enabled), 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.
Message Signature Text
The Message Signature Text is automatically added to the bottom of the entered message when sending a signature request. Adding Message 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 green Default button, as well as several alternate signature texts. An asterisk (*) will be added next to the default option for your reference.
To add new message 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.
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.
To add a Stamp, click the plus (+) icon. In the pop-up window, select Add Stamp, choose the image you want to use from your local computer, and click Apply to upload it to your profile.