SignatureSense Help Centre

Introduction to SignatureSense Tags SignatureSense allows you to issue a document for signing without needing to set up the location of the signature requests each time.  The “tags” can be embedded within your document and these tell SignatureSense where to request signatures. Other configuration options (such as page initialing) can also be set using tags. A tag is simply a piece of text inserted into your document that SignatureSense looks for when processing your document.  It looks a bit like this: Hiding your tags The font for the document’s tags should be coloured such that they are not visible on the final copy.  For example if the document background is white then the text of the tags should also be white.  This way SignatureSense can see the tags but the end signatories cannot. We suggest adding the tags using a visible colour and then hiding them by changing the font colour to white for the final copy.   Using MS Word’s styles works well for this....

Drag and Drop Signature requests into your Document Below is short video showing how to send a document for signing whilst using the simple drag and drop feature to add the signature requests. Note that if you are sending the same document many times you can look into  inserting SignatureSense tags directly into your template.

Automatic Reminders SignatureSense will automatically send reminders to your signatories if they are yet to sign / complete the document. Each reminder will contain the secure link they need to sign, making the call to action as easy as possible. The default schedule for the reminders is:  day 3, day 6 and day 9 after the initial request was sent. This schedule is a good compromise between actively chasing your Signatories but not 'spamming' them with reminders. Can we change the auto reminder schedule? Yes - enterprise accounts can update the schedule to suit your requirements.  Please contact support. Can we send "manual" reminders when we like? Yes - simply click the "Send Reminder" link next to the signatory name when viewing the document details.

SignatureSense offers some great tools to manage your user accounts. Here are some of the things you can do with users and groups: Create "groups" to organise your users and their documents. Restrict a user’s view of documents (view only their own documents; all documents or all documents in their group). Assign a user to multiple groups. Restrict which IP addresses your users can access SignatureSense from. Why use groups? A group can be an office Larger organisations might have multiple offices and each office will have multiple user accounts. A group can be created for an office and a user assigned to that office. This way a user can see documents issued via other members of their own office but not others. A group can be a department Perhaps your organisation sends documents to your clients (letters of engagement, for example). Also perhaps your organisation uses SignatureSense to send HR documents too (employment contracts). In this scenario you’d need to make sure the u...