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Configuring certify document settings in a template

SigningHub lets you certify the digital signature in a template. The certified signature is used to restrict the recipients (signers/ reviewers) to perform only the specific changes in a document, as system wont allow them to perform any other changes.

In this regard, the first signature of the document will be a certified digital signature that will determine the allowed permissions on the document, while the rest of the signatures will be the simple digital signatures. 
When the workflow related to this template is triggered, SigningHub will restrict the recipients (signers/ reviewers) to perform the allowed changes only. A document having a certified digital signature is called a certified document.

To configure document certification settings in a template,
  1. In case of a personal template, click the "Settings" option from the top menu.
    Or in case of an enterprise template, click the "Enterprise" option from the top menu.
  2. Click the "Templates" option from the right menu.
  3. Click  from the main grid header. The "Create Template" dialog will appear.
  4. Specify template name and description in the respective fields.
  5. Click the "Select Document" button and browse the template document. The selected document will be opened to configure template details, as shown below.

Please follow the numbering to learn the step by step process of certifying the document. 

  1. Add the recipients and/ or placeholders as required. The recipients will be added under "Workflow Details" (see step 2). 
  2. The list of added recipients and placeholders is maintained accordingly under the "Workflow Details" caption.
  3. Click the "More Actions" option. 

  4. Click the "Certify Document" option. The "Certify Document" provision will appear in the secondary right menu.
  5. Tick the "Certify Document" check box, and then select the appropriate value from the drop down. Click the "Save" button. For details, see the "Certify Options" table below.
  6. Click the "<Back" button to navigate the previous screen.
  7. Click the "Next>" button to continue.
  8. Click the "Save Template>" button from next appearing screen. 
  9. The "Save Template" screen will appear, edit template name and description if required and click the "Save" button to save these configurations.


Certify Options Table
Certify with no changes
Selecting this option will not allow any change in the document after signing. The recipients would not be able to add any annotation in the document or fill the PDF form.
Certify with form filling
Selecting this option will allow the recipients to only fill in the PDF form after signing. However they would not be able to add any annotation in the document.
Certify with form filling and 
Selecting this option will allow the recipients to fill in the PDF form and add annotations in the document after signing.

‚ÄčTo experience the exact settings, it is recommended to use the template (being created) on the same documents. The actual positions of configured signature/ initials/ in-person fields may alter, if this template is applied on different type or size of documents. 

See also

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