Signority

Lisää tämän kaltaisia

Unit: Urbanization & Urban Agriculture

luonut rebecca fisher

New Customer SOP

luonut Scott Bruder

DCP Innovation

luonut kurt ahrens

Holography

luonut Matthew Ku

Signority

Signority has login/security issues. It makes you wait and runs few checks in the background before your page is displayed.

There is a lag/waiting time before page moves to the next step.

When there is only one signer and that is "ME", the system asks me to fill in the data and sign the document before hitting "finish".

User Menu

Logout

Invoices

Payment Methods

Company Branding

Email SMTP setting

Digital signatures for all users

Enable eSignature for all users

Document/Template sharing

Contact sharing

Email content

Email footer

Email headder

Logo on signing page

Logo

Company Name

Manage Plan

Profile Settings

API Key

Notifiation

A lot of settings

Security Question

Password

Account

Profile

Templates

View templates list

Treash

Shared templates

Bulk Sign

Template link

Regular templates

Copy a new template link

Copy as a new template

Copy as a new documnet

Report/Export

Status and history

Rename

Use template

No. of recipients

Document title

Create new template

Template type

Bulk sign template, send one document to 100s of people

Overlay templates

To prevent editing actual document content, overlay templates can provide flexibility to the sales agents to enter specific fields relevant to the seller, with no access to actual document content.

Test document with fields in it (my uploaded)

HR employment verification letter

Mutual non-discloser agreement

Simple invoice

Shareholder agreement

Consulting contract

HR Employee on-boarding

Sales contract

Bulk upload signers CSV

Bad flow, the system cannot move forward if a user had opted for this template type. In bulk upload signers, you cannot proceed unless you have uploaded a CSV file successfully.

Template link, best for accepting applications online

Regular template, best for frequently used templates

Manage Documents

Folders

List of existing folders

Create New folder

Trash

Inbox

Shared documents

(Same view as view all documents)

View All documents

Search

Reciopient

List of documents

Multi-select

Same options as individual, available for selected docs

Push to an account

Share with my team

Copy as a new regular template

Copy as a template link

Copy as a new document

Move to folder

Delete

Rename Title

Status and History

Downlaod

Open

Cancel signing

Last modified date/time

Doc status

Recipient

Team

Team activity

Users

Transaction activity number

Document storage size

Activity time period

Last 12 months

Previous month

Last month

Current

Role

Admin

Regular user

Contacts

View contacts list

Subtopic

Phone numbers

Country code

Last name

First name

Search a contact

name

Bulk import

Add individual

Create new document

Document

Help

Download

Status

Change signer

Reject

Save file

Step 3 : Hotspots

Attachments

Notes

Dropdown

Radio

Checkbox

Date

Text

Initials

Sign

Step 2 : Add recipients

Email message

Body

Title

Recipient Setting

Enable digital signatures

Reminders

Maximum 5 reminders

Send reminders every x day

Add other recipient

Change signing order

Add Me

Delete user

Add witness

A private message

Security

Sms Authentication

Phone number

Email authentication

Signer type

Signing host

Add in-person signer (s)

Identity document

ID type

Email

Name

Reviewer

Signer

Step 1 : Upload from computer

Options

Optimise PDF resolution

dd tags automatically based on PDF anchor text

Import PDF form fields as tags

Dashboard

Document counter

Trial account reminder

Recent activities

Average time to sign

That is an interesting matrix and will pusher regular signers to sign as soon as they can.

Completed

In Progress

Unsent

Sent