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.
.
This article describes every setting found in the Advanced tab:
- Include envelope data (XML) in the envelope tab
- Enable CC options
- Receive sending confirmation email
- Enable the dependencies feature
- Reference code
- Allow users to align form fields
- Show control ID
- Set default signature control value to required
- Default landing page
- Post sending navigation page
- Allow shared access
- Sign in sequence
- Restrict recipients to the contacts in the company
- Attach document data (XML) to email with signed contract (sender only)
- Include transparency document
- Allow changing email subject while updating and resending envelope
- Allow users to delete envelope
- Enable user groups
- Attach signed PDF for these recipients
- Allow signers to download final contract
- Available options for signature capture
- Electronic signature indication
- Stamp watermark onto signers completed document
- Enable click to sign
- Enable auto fill text controls of same labels
- Enable recipient language selection
- Signer attachment options
- Allow post-signing landing page
- Decline envelope
- Terms of service
- Display terms of service in the signed PDF signature certificate
- Disable download option on signers page
- Disable finish later option on signers page
- Disable decline option on signers page
- Disable change signer on signers page
- Separate multiple documents after signing
- Navigation bar position
- Hide navigation bar on mobile
Configure Sender's Experience
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 the ellipsis and select the More option.
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.
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.
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.
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.
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 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.
Default landing page
The Default landing page setting provides you the ability to choose where users should land as soon as they log into RSign. The Home page is selected by default.
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.
Allow shared access
The Allow Shared Access setting allows users to grant view or edit access to their envelopes to other users within their company. This option is only available in the Company tab, as it can only be enabled by a customer admin.
- If N is selected, users will not be able to share their envelopes.
- If Y is selected, a new Shared Access subtab will appear under the Personal tab, allowing users to share their envelopes with others.
Sign in sequence
The Sign in sequence setting provides the ability to send a document to be signed to multiple recipients, where only after the first recipient signs, can the following recipient then sign, and so on.
- If Y (enabled) is selected, signature requests sent to multiple recipients can only be signed once the recipient before them has signed. Recipients must sign in the order that they are entered in when sending the signature request. Learn how to send a signature request here.
- If N (disabled) is selected, signature requests will be sent to all recipients at once.
Restrict recipients to the contacts in the company
When the Restrict recipients to the contacts in the company setting is enabled, users will only be able to add recipients to a signature request by selecting them from the contacts address book. The manual addition of recipients will be disabled, and therefore, greyed out.
Learn how to add recipients to the Contacts address book here.
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 the ellipsis icon, and then select the More option.
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.
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.
Enable user groups
When the Enable user groups setting is enabled, a new settings tab becomes available: User groups. The user groups solution allows users to organize users into departments or groups. Users will then be able to share templates with members of their groups, use templates shared with them, among others.
Note: The User Groups feature has associated costs. If you are interested in enabling this feature, contact your Sales or Customer Success representative.
Configure Signer's Experience
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 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 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:
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.
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.
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.
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.
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 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.
Signer attachment options
The Signer attachment options setting enables you to request attachments from the signer, as well as provides the ability to allow recipients to add optional attachments while signing documents. The additional files that are uploaded by the signers will only be received by the sender and will be attached as a compressed folder to the email sent with the final signed document.
This setting has the following values:
- None: If selected, the feature is disabled.
- Allow recipients to attach files while signing: If selected, the button to upload attachments will be visible to signers when going through the signature request process. Recipients can attach up to 10 files.
- Enable sender attachment requests: If selected, an Attachment request section will be visible when preparing the envelope for the sender to specify which attachments are to be provided by the signer. Learn more about requesting signer attachments. Also, learn how to attach documents while signing here.
Allow post-signing landing page
The Allow post-signing landing page setting provides the ability to have a URL or web address added where the recipient is to be redirected to after completing a signature request.
This feature is also available when sending a signature request using a Template. See Templates settings here.
Note: This is a paid-only feature. If you would like to request this feature please contact your RPost Customer Success or Sales representative.
Decline envelopes
The Decline envelope settings allows you to customize the envelope declination reasons when recipients decide not to sign the received request. This setting can only be configured at company level by those users with customer administrator role.
It consists of three main elements:
- Title text: Customize the question the recipient will see when declining to sign.
- Controls: If radio buttons is selected, the recipient will be able to select only one declination option; if checkboxes is selected, the recipient will be able to select multiple declination options; if text field is selected, the recipient will be able to write the reasons why they are declining to sign.
- Responses: Customize the different options the recipient can select from. You can delete or add options as needed.
Learn about how to decline to sign here.
Terms of service
The Terms of service setting provides you the ability to include a customized text up to 2000 characters in length, to be displayed as a pop-up prior to the recipient signing a document.
Once the setting is enabled by entering text in the terms of service box, the signer experience will be as follows:
Display terms of service in the signed PDF signature certificate
The Display terms of service in the signed PDF signature certificate setting provides the ability to include the text entered in the Terms of service setting in the signature certificate.
- If Y (enabled) is selected, the terms of service will be included in the signed PDF signature certificate.
- If N (disabled) is selected, the terms of service will not be included in the signed PDF signature certificate.
Learn how to download the signature certificate here. The terms of service will be displayed by the end of the downloaded PDF.
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.
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.
Separate multiple documents after signing
The Separate multiple documents after signing setting provides the ability for multiple documents sent for signature as part of a single transaction to be returned as multiple documents and not as one large document.
- If N (disabled) is selected, once the documents are signed by all recipients, they become available for download as a single merged document. Proof of delivery would be appended to the single merged document.
- If Y (enabled) is selected, while documents are being signed, they will appear stacked together as one document on the signing interface. However, once the documents are signed by all recipients, they become available for download as a zip file containing each individual document. Each file has proof of delivery appended to it.
Navigation bar position
The Navigation bar position setting controls where, in the signing interface, the navigation wizard will be visible. It has two options:
- Overlay on document: The navigation wizard will be inside the document, right above the field that is to be completed.
- Left margin: The navigation wizard will be located to the left of the document, aligned to the field location.
Hide navigation bar on mobile
When the Hide navigation bar on mobile setting is set to No, the navigation wizard in the signing interface, when opened in a mobile device, will be visible. When set to Yes, the wizard will not be visible.
|
Hide navigation bar on mobile set to No. |
Hide navigation bar on mobile set to Yes. |
API and RClick setup
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.
Report
Send decline report
This feature allows the company administrator to configure the sending of a Decline report to the email addresses of their choice with the frequency they establish. These reports provide a summary of the reasons behind declined envelopes.
Note: Entered emails addresses should be comma-separated.
The Decline report empowers companies to perform in-depth analysis of decline reasons, enabling them to proactively take corrective actions and optimize the utilization of their allocated units.
Send Template / Rule usage report
The Send Template / Rule Usage Report setting allows customer admins to automatically receive a monthly usage report by email on the 1st of each month.
Once enabled, a text field will appear where admins can enter one or more email addresses (separated by commas) to specify the recipients of the report.
This setting is only available under the Company tab.