Signority
Knowledge base articles regarding Signority
Getting Started
- Signority's Inbox - Signority
- Custom Branding - Signority
- Send a Document for Signature - Signority
- Tags Overview - Signority
- Signing into Signority using Single Sign-On (SSO) - Signority
- Benefits of Digital Signatures - Signority
- Unlocking an account - Signority
- Add a User - Signority
- Regular User Dashboard - Signority
- Are Electronic Signatures Legally Binding? - Signority
- What is an Audit Trail? - Signority
- Creating Your Default Signature Design for One-Touch Signing - Signority
Sending eSign Documents
- Using Page View Evidence for Sensitive Documents - Signority
- Setting Up Documents with Witness Signers - Signority
- Customizing Invitation Emails for Individual Documents - Signority
- Start a New Document - Signority
- Adding A Signing Order for Your Documents - Signority
- Electronic Signature Authentication Using Email & SMS - Signority
- Upload Files to New Document - Signority
- Create a New Document - Signority
- Editor Recipient Overview - Signority
- Notification Reminder and Document Expiration for Individual Documents - Signority
- Creating and Managing a Document Deadline - Signority
- How to Import PDF Form Fields as Tags - Signority
- Signority Formulas - Signority
- Advanced Recipient Controls with Signer Views - Signority
- Conditional routing with Conditional Signers - Signority
- Multi-Tag Editing for Faster eSign Prep - Signority
- Signer 2FA: One-time-passcode (OTP) - Signority
- Adding an Editor Recipient to an eSign Workflow - Signority
- Adding Multiple Recipients Simultaneously - Signority
- Assigning Tags to Specific Signers & Making Tags Optional - Signority
Document & Template Management
- Cancelling documents - Signority
- Transfer All Documents to Another User - Signority
- Copy as a New Document - Signority
- Delete All My Documents - Signority
- Add a folder to your Templates folder - Signority
- Bulk Export - Signority
- How to split a document in Signority - Signority
- Sharing Documents and Templates with Your Team - Signority
- Track and Monitor Document Status and Workflow - Signority
- Customize Usage Warning - Signority
- Transfer One or More Documents to Another User - Signority
- How to Save Documents as PDF/A - Signority
- Document Retention & Backup - Signority
- Enabling PDF encryption for signed packages - Signority
- Cancelling & Resending a Document - Signority
- Changing Signers and Resending Invitation Emails after Sending a Document - Signority
Working with Templates
- Batch Signing for Bulk Sign - Signority
- Creating a Regular Template - Signority
- Bulk Send Documents for Signing - Signority
- Anchor Text: Creating a Template - Signority
- Template Settings: Signer View (Signer Options) - Signority
- Template Overlay for Dynamic Documents - Signority
- Publishing Template Links for Online Signing - Signority
- Combining Templates into one Document - Signority
For Signers
- Sign Documents Online as Recipients - Signority
- Rejecting Documents As The Signer - Signority
- Switch Signer Responsibilities to Another Person - Signority
- Editing a Document as an Editor Recipient - Signority
- Recipient Witness Signing - Signority
- Electronically Signing a Document for Yourself - Signority
- Signing a Template Link (Linksigning) - Signority
Administrators
- Users and Teams Page Overview - Signority
- How to Edit a User - Signority
- Adding a Team - Signority
- Doc Admin Dashboard - Signority
- Deleting a Team - Signority
- Resend a User's Activation Email - Signority
- Global Profile Settings for Teammates by Administrators - Signority
- Doc Admin Role - Signority
- Team Account Roles and Permissions - Signority
- Managing Subteams and Teammates - Signority
- Team Settings Overview - Signority
- Deleting a User(s) - Signority
- Billing Admin Dashboard - Signority
- Delete Multiple Teams - Signority
- Move User(s) from One Team to Another - Signority
- Team Admin Dashboards - Signority
- Super Admin Dashboards - Signority
Integrations
- Preserving Document Integrity: A Guide to Embedding Fonts for Consistent Appearance on Signority" - Signority
- Signority Integration with Amazon S3 Bucket for Storage - Signority
- Signority Integration with Microsoft Sharepoint and Office365 - Signority
- White-label IP Address - API Authentication - Signority
- Setting up SFTP for custom document storage - Signority
- Setting up and Using a Printer Driver - Signority
Security & Privacy
Tag Properties
- Prefillable tags - Signority
- Making Tags Optional - Signority
- Lock a Tag and Make it Read Only - Signority
- Setting default sizes for text and date tags - Signority
- Sign Date Tag - Signority
- Signature Tag: Activating Timestamp - Signority
- Checkbox Tag - Signority
- Set a text tag as required based on a checkbox - Signority
- Masking Sensitive Information using Masked Text Tags - Signority
- Text and Number formats - Signority
- Signature Tag: Advanced Features - Signority
- Tag Font Size - Signority
Anchor Text Documents
Reporting
Troubleshooting and Support
Frequently Asked Questions
- How are documents counted towards my usage? - Signority
- Why are my recipients not receiving Signority email notifications? - Signority
- How to Search with One or More Filters - Signority
- What Happens When I Cancel My Subscription? - Signority
- Do My Unused Document Packages Roll Over into the Next Subscription Period? - Signority
- When Is a Document Package Deducted? - Signority
- How to Verify a Digital Signature - Signority
- Why did the font change in my document? - Signority
- Why am I not receiving Signority email notifications? - Signority
- Does Signority Refund Unused Document Packages - Signority
- What is a Doc Size Limit? - Signority
- What is Overage? - Signority
Signority - Settings
- Signer View Options Overview - Signority
- Copying other users on Overage Notifications and Invoices - Signority
- Enable Delegate Signers - Signority
- Send Emails from Your Own Domain with SMTP - Signority
- Masked Email - Signority
- Stamps Page Overview - Signority
- How to Add Your Own Terms of Use for Signing Documents - Signority
- Manage Delegate Signers - Signority
- Customize Signority with Your Logo - Signority
- Setting Your Default Automatic Reminder and Notification Settings - Signority
- Encrypted Stamps - Signority
- Copy Notification Emails to Record All Signer Interactions - Signority
- Global Settings: Signer Options - Signority
- Changing the time zone of your Signority account - Signority
- Global Settings: General - Signority
- Team Settings: Signer Options - Signority
- Customize Email's With Your Branding - Signority
- Global Settings Overview - Signority
- Predefining Stamps - Signority