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This article applies to:

  • Product: safesend
  • Subject: Signature, PIN options
  • Audiences: Staff

Signature settings

Administrators can manage global signature settings like reminders, document types, delegation, client instructions, security options, and saved messages.
The Settings menu lets firm administrators update and save global default settings for Signatures.
note
Only System Administrators have access to the
Settings
 section.

General

Automated Reminders
A firm-wide default for automated signing reminders can be selected here. The signer will receive a reminder based on the selected time frame until the signing is completed, the document has expired, or the item is deleted.
  1. Open the
    General
     screen from the
    Settings
     menu.
  2. Select the
    Enable Automatic Signing Reminders
     to turn on this feature.
  3. Select
    Send Signing Reminder every. . .
     to select a reminder timeframe.
Signature Document Type
A document type needs to be selected to process a Signature item. Default document types can be added.
  1. Open the
    General
     screen from the
    Settings
     menu.
  2. Select
    Add
     to
    Add Document Type
     or select
    Edit
     to update an existing one.
  3. Enter a
    Value
     into the document type field. This will be the value the processor uses when uploading, and the value the signer gets.
  4. Select
    File Expiration
     to select a default expiration date for the document type.
  5. Select
    Activate
     to let users begin using the document type.
  6. Select
    Add
     or
    Save
    .
Delegation
You can turn on Sender Delegation for users to send documents for signature on your behalf. This setting lets senders send documents but displays the sender's name as another user.
Setting
Description
Sender Delegation
Let users decide who can and can't select them as a sender
Automatically Delegate to Everyone
Let users select any other user as a sender

Mandate Client ID

In the
General
 screen of the
Settings
 menu, switch this option to
On
 to enforce all new requests to include a Client ID. This will apply to batches sent through Mail Merge as well.

Client instructions

This section will let you add/customize the verbiage in the notifications sent to the recipient.
  1. Open the
    Client Instructions
     screen from the
    Settings
     menu.
  2. Select
    Add
     to add a new template or use
    Edit
     to update an existing one.
    note
    The message needs to be selected in the left panel first.
  3. Enter the
    Name
     of the template if you create a new one.
  4. Enter the verbiage for the body of the template.
  5. Expand the
    Show Variables List
     to include fields in the message that will automatically fill with relevant taxpayer data.
  6. Select
    Set as Default
     to make this the default template for all documents.
  7. Select
    Add
     or
    Save
    .
Message
Description
Review and Sign Reminder
This is the reminder email sent per the settings for Automated Reminders in the General settings.
Download E-Sign Forms
This email is delivered once all parties have signed the document.

Saved Message

This section will let you add/customize the verbiage that appears in the Initial Email that is sent for a new document.
note
Only 1 message can be used as the default. This can't be changed per document.
  1. Open the
    Saved Message
     screen from the
    Settings
     menu.
  2. Select
    Add
     to add a new template or
    Edit
     to update an existing one.
    note
    The message needs to be selected in the left panel first.
  3. Enter
    Saved Message
     details.
  4. Select
    Allow users to edit before sending
     to let users edit the saved message before delivering the document.
  5. Select
    Set as Default
     to make this message the default for all documents during processing.
  6. Select
    Save
    .

Security

Default Access Options
  1. Open the
    Security
     screen from the
    Settings
     menu.
  2. Set Access settings determine the default for those who is and is not able to view documents after delivery. Administrators will be able to view all documents, regardless of settings.
Setting
Description
Everyone
Select this to let all users find documents on the Delivered report.
Individual User
Select this to let only the user who uploaded the return view it on the Delivered report.
Let user set additional access to other users before delivery
Select the checkbox to let the uploader change the access settings before/after delivery.
Authentication Options
Turn on or off authentication, create authentication questions, and determine if users can add questions during processing.
  1. Open the
    Security
     screen from the
    Settings
     menu.
  2. Switch the
    Signer Authentication
     option to turn on authentication for document recipients.
  3. Select
    Add
     to add new authentication question users can select during processing or
    Edit
     to update an existing one.
    note
    The question needs to be selected in the left panel first.
  4. Enter
    Security Question
     Details.
  5. Select
    Set as Default
     to make this the default security question.
  6. Select
    Save
    .
  7. Select
    Allow users to add new questions while processing
     to let users add unique authentication questions.
Signer Delegation
  1. Open the
    Security
     screen from the
    Settings
     menu.
  2. Switch
    Signer Delegation
     to
    On
     to let signers delegate someone else to sign on their behalf.

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