Configure Document Settings

Document Settings

Fields

Description

As Document Owner

Upload and Share

Select this option to allow the document owners within your enterprise (belonging to this role) to upload and share documents with any users (i.e., inside and outside your enterprise). This will enable the "New Workflow" option on their System Dashboard and Document Listing screens.

If you keep the "Upload and Share" option deselected, it will restrict the document owners to upload and share documents with other users. However, they can still sign their (personal and received) documents.

• Select the "Start existing workflow" sub option to hide or show the "Start New Workflow" option on the the "Documents Listing" page under the More Options menu.
• Select the "Only share with your enterprise contacts and groups" sub option to restrict the document owners to share documents within their enterprise only. Users will not be able to share documents outside their enterprise.
• Select a value (i.e., Just Others, Me and Others, or Only Me) from the "Workflow Mode" drop-down list that can be set as default when the document owners click the "New Workflow" button from their System Dashboard or Document Listing screens. They can however change the default workflow mode by clicking the adjacent drop-down list while initiating a workflow as required.
• Select a value (i.e. Serial, Parallel, Individual, or Custom) from the "Workflow Type" drop-down list which can be displayed (as selected) to the document owners while adding recipients in a workflow. They can however change the default workflow type while initiating a workflow as required.

Manage recipients

Select this option to allow the document owners within your enterprise (belonging to this role) to change the specified recipients after sharing a document.
If you keep this option deselected, it will restrict the document owners to change the recipients once a workflow is initiated by them.

Print documents

Select this option to allow the document owners within your enterprise (belonging to this role) to print the documents after initiating their workflows.
If you keep this option deselected, it will restrict the document owners to print their workflow documents.

Download documents

Select this option to allow the document owners within your enterprise (belonging to this role) to download the documents after initiating their workflows.
If you keep this option deselected, it will restrict the document owners to download their workflow documents.

Manage document attachments and document merging

Select this option to allow the document owners within your enterprise (belonging to this role) to manage their documents attachments and merging, after initiating their workflows.
If you keep this option deselected, it will restrict the document owners to manage attachments of their documents or merge their documents once their workflows are initiated by them.

Recall documents after sharing a workflow

Select this option to allow the document owners within your enterprise (belonging to this role) to recall a document after sharing it. 
If you keep this option deselected, it will restrict the document owners to recall their documents after they have been shared.

View the workflow history and workflow evidence reports

Select this option to allow the document owners within your enterprise (belonging to this role) to view the workflow history and workflow evidence reports of their documents after initiating their workflows. 

If you keep this option deselected, the document owners will not be able to see these options against their workflow documents.

Save documents as templates

Select this option to allow the document owners within your enterprise (belonging to this role) to save their workflow configurations as document templates after initiating their workflows.
If you keep this option deselected, the document owners will not have the "Save Template" option on the document viewer screen.

Add invisible signatures in the document

Select this option to allow the document owners within your enterprise (belonging to this role) to add invisible signatures in a document. This will add an additional field (i.e., Display) under the "Details" tab of a signature field properties dialog.

An invisible signature will not be displayed on a document. However it entails all other verifiable characteristics of e-signing i.e., Time stamping, Certificate Chain, Certificate Status, etc. An invisible signature can be a Digital Signature, Witness Digital Signature or Witness In-Person Signature as configured in a workflow.

Allowed Signature Fields 

Signature

Select this option to allow the document owners within your enterprise (belonging to this role) to add signature fields in their workflows.
If you keep this option deselected, the document owners will not be able to add the "Signature" field while preparing workflows.

The dropdown displays the Levels of Assurance in the dropdown as specified in the Service Plan. 

You can select the Level of Assurance for the document owners to allow them to either add only certain level of assurances for a signature field or they can be allowed to add all available levels of assurances. Possible values of these levels are:

• Electronic Signature
• Electronic Seal (eSeal)
• Advanced Electronic Seal (AdESeal)
• Qualified Electronic Seal (QESeal)
• Advanced Electronic Signature (AES)
• High Trust Advanced Signature (AATL)
• Qualified Electronic Signature (QES)

For details of these terms click here. 

In-Person Signature

Select this option to allow the document owners within your enterprise (belonging to this role) to add in-person signature fields in their workflows.
If you keep this option deselected, the document owners will not be able to add the "In-Person Signature" field while preparing workflows.

Initials

Select this option to allow the document owners within your enterprise (belonging to this role) to add initials fields in their workflows.
If you keep this option deselected, the document owners will not be able to add the "Initials" field while preparing workflows.

Allowed Form Fields

Name

Select this option to allow the document owners within your enterprise (belonging to this role) to add name fields in their workflows. 
If you keep this option deselected, the document owners will not be able to add the "Name" field while preparing workflows.

Company

Select this option to allow the document owners within your enterprise (belonging to this role) to add company fields in their workflows. 
If you keep this option deselected, the document owners will not be able to add the "Company" field while preparing workflows.

Text Area

Select this option to allow the document owners within your enterprise (belonging to this role) to add text areas in their workflows. 
If you keep this option deselected, the document owners will not be able to add the "Text Area" field while preparing workflows.

Add Text

Select this option to allow the document owners within your enterprise (belonging to this role) to add text fields in their workflows. 
If you keep this option deselected, the document owners will not be able to add the "Add Text" field while preparing workflows.

Email

Select this option to allow the document owners within your enterprise (belonging to this role) to add email fields in their workflows. 
If you keep this option deselected, the document owners will not be able to add the "Email" field while preparing workflows.

Date

Select this option to allow the document owners within your enterprise (belonging to this role) to add date fields in their workflows. 
If you keep this option deselected, the document owners will not be able to add the "Date" field while preparing workflows.

Radio Button

Select this option to allow the document owners within your enterprise (belonging to this role) to add radio buttons in their workflows.
If you keep this option deselected, the document owners will not be able to add "Radio Button" while preparing workflows.

Job Title

Select this option to allow the document owners within your enterprise (belonging to this role) to add job title fields in their workflows.
If you keep this option deselected, the document owners will not be able to add the "Job Title" field while preparing workflows.

Text Field

Select this option to allow the document owners within your enterprise (belonging to this role) to add text fields in their workflows.
If you keep this option deselected, the document owners will not be able to add "Text Field" while preparing workflows.

Check Box

Select this option to allow the document owners within your enterprise (belonging to this role) to add check boxes in their workflows.
If you keep this option deselected, the document owners will not be able to add "Check Boxes" while preparing workflows.

As Document Recipient

Automatically proceed with workflow upon completion of mandatory actions by signer

Select this option to automatically trigger the "Finish" button in a role. When the users belonging to this role will complete the mandatory actions of their collaboration, the "Finish" button will not be displayed on the screen and the process will be concluded automatically from their end.

Miscellaneous

Add comments on documents

Select this option to allow the enterprise users (belonging to this role) to add comments on the workflow documents once their workflows are initiated. 
If you keep this option deselected, it will restrict them to add comments on such documents.

Allow users to delete documents

Select this option to allow the enterprise users (belonging to this role) to delete a document from their account. This will be applicable to all the statuses of a document. 
If you keep this option deselected, it will not allow the users to delete a document.

Bulk Signing

Select this option to allow the bulk signing and bulk sharing functionalities in a role. This will enable the "Bulk Sign" and "Bulk Share" options under the documents listing toolbar for the document recipients within your enterprise belonging to this role.

Show local signing setup dialog upon login

Select this option to configure local signing setup in a role. This will show the "Local Signing Connectivity Wizard" option after login for your enterprise users belonging to this role.

Perform actions on behalf of enterprise users

Select this option to allow your enterprise admin to upload and share documents, manage recipients, add signature fields and form fields on behalf of the enterprise users belonging to this role, by using the SigningHub API. This is useful in cases where a specific set of users (i.e., Reviewers) are not allowed to upload and share documents on their own (i.e., the "Upload and Share" option is turned off for them), however they can still review the current status of documents and can send their reminders as required.

Restrict Delegated Signing to only registered users

Select this option to restrict the Delegated Signing provision to the registered users only. This will also impact the document sharing, recipients changing, and placeholder update areas in the same way. The enterprise users belonging to this role won't be able to share documents, delegate their signing authority, change recipients or update placeholder fields with unregistered (i.e., guests or non-activated) users of SigningHub.

Conversely, if you keep this option deselected, the users belonging to this role won't have any such restriction. They can easily delegate their signing authority to guest users as well, and can also share documents, change recipients, and update placeholder fields with them.

Manage shared spaces

Select this option to allow the users within your enterprise (belonging to this role) to manage their shared spaces. They can create their own shared spaces for their nominated collaborators, and may also edit and delete these spaces as required. In this way, the nominated collaborators can process the workflows of a shared space documents on behalf of the space owner in their absence.

If you keep this option deselected, the users (belonging to this role) would not be able to manage their own shared spaces. However they can still collaborate in the shared spaces of other users, if they are made collaborators in them.

Allow users to sign documents

Select this option to allow the users within your enterprise (belonging to this role) to sign documents. They will be able to perform signing operations and can also manage their signature settings accordingly.

Conversely, if you deselect this option, the users will not be able to add any variants of a signature (i.e., e-signature, In-Person signature, Witness e-signature, or Digital signature) in the documents nor be able to manage their signature settings. However, they can still add their Initials, manage the Initials appearance, and may decline their pending documents. 

1. ​The enterprise admin who is willing to upload and share documents on behalf of their enterprise users, must have the "Application Integration" rights in their assigned role.
2. The "Template Applying", "Package Renaming", "Document Renaming", "Documents Merging", and "Documents Managing" options will not be available in the integration mode (i.e., iFrame), irrespective of their role settings.
3. When you update a role in a production environment, the saved changes are applicable to the related users on their next login.
4. The availability of "Bulk Signing" provision is subject to your subscribed service plan. If you cannot find this option in your account, upgrade your service plan.
5. In the "Level of Assurance" field under the "Allowed Signature Fields" section, the names of the Levels of Assurance are displayed as configured in the SigningHub Admin. In addition, this field displays all the Levels of Assurance available in the SigningHub Admin.