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How can I tell if my document / template has SignatureSense coding?

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If you issue a document for signing and it does not work as expected (for example, no signaturesense show up on the document) then it's likely that you've sent a version of the document that is not  set up for use with SignatureSense. The first thing to check is that the document issued has SignatureSense "coding" in place, for example in the area where a signature should be inserted. The SignatureSense coding is often hidden (white text) so it's not easy to spot.  So here is how you can investigate: 1) Open your document 2) Launch the "Search / find" feature, normally CTRL+F 3) Search for the SignatureSense coding:   {ss    (note the curley bracket) If there are no instances of this text in your document than it's not a "SignatureSense ready" document. See this example screenshot of a document being searched for SignatureSense coding:
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Reapit - Add a new document to the SignatureSense Library within our Reapit App

If you are using the library feature of the SignatureSense Reapit App then you will need to know how to add new and update documents that appear in the library. To do this you will need to access your SignatureSense account via our portal  and sign in with a user account that has admin level permissions. 1) Ensure that your new document is saved on your computer in PDF format. 2) Sign in to the  SignatureSense portal  (as an admin user). 3) On your dashboard click the link " Library and Bulk Send ", under Quick Links. 2) You will then see a list of documents and a button to upload new documents. 3) Important:  To ensure that the document shows in the SignatureSense Reapit App ensure the file name ends with:    [RPS] So, for example a file called "How to rent.pdf" should be called "How to rent[RPS].pdf". How can I send these documents from Reapit See this article.
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Reapit: Send a document from the SignatureSense Library

This article can now be found here: https://support.signaturesense.com/2023/08/reapit-sending-document-from-your.html
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Can SignatureSense Send Emails from our Business Domain?

SignatureSense can send emails from a specified email address on your business domain (web address). There are 2 ways to set this up.  One is simple (we just need the email address owner to authorise via link that is emailed) and the other involves updating your domain's DNS records.  The latter is better when it comes to avoiding our the emails landing in spam folders. Our recommendation, however, is to have the emails come from our main outgoing email address.   The emails are still fully branded for your organisation so there is no doubt as to who issued the email. The main reasons we suggest not using your own email address for signature requests are: 1) If a signatory hits "reply" to a signature request email, and this reply comes back directly to you, then you have access to their secure signing link.  This signing link should not be shared with anyone. 2) SignatureSense is keen to make sure our emails are delivered and not marked as spam.  As we con...
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How to Cancel a Document

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Documents sent for signing can be  cancelled / retracted  at any time if not yet signed by all the signatories.  These documents may have been sent via the SignatureSense portal or through other connected platforms using our API. 1. Locate the Document Once the document is located you will see there is a "Cancel Document" link in red as shown below. Click on this link to begin the cancellation process. 2. Cancel the Document A 'Cancel Document' window will appear, as shown in the image below. Optionally, you can choose to notify the signatories via email by selecting the appropriate checkbox. Click 'Continue' to confirm and cancel/retract the document. Once cancelled this process cannot be undone.
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Importing and Testing your Reapit Template

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Your template is ready for testing once all of the Reapit Merge Codes and SignatureSense signing codes have been added. 1)  Showing / Hiding SignatureSense codes SignatureSense coding will need to be hidden before you import the template into Reapit.  You should know how to make them visible / hidden in case you need to edit the document.  If you cannot see any SignatureSense coding in your template then they are already hidden. When the template is open in Word, you should see a Style called "SignatureSense".  Right click on the style and click Modify, then change the font color to white to hide or, say, orange to show. This video shows how to hide / show the SignatureSense codes 2)  Import the template into Reapit This process is best described by watching this help video .  Note that Reapit needs to be restarted after the import before it can be seen as a template in "Letters". 2)  Test your template before use Please ensure you have fully tested th...
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Compressing Large PDF Documents

SignatureSense will accept PDF documents of up to 25MB in size. If your document is bigger than this, then check that it is compressed efficiently.  Sometimes documents contain raw images, for example, that can be compressed with no discernible difference. There are many ways to compress a PDF document.  Below are some online tools that might help. Adobe Online PDF Compressor  * iLovePDF Online PDF Compressor  * * Disclaimer :  External software should be checked for suitability for your needs.  The above are not specific recommendations and you use them at your own risk with no liability held by SignatureSense.
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