Signature appearance is all about configuring the allowed signature methods (i.e. Draw signature, Text-based signature, or Upload signature image) in a role. You can separately configure these settings for web browsers, mobile apps and initials, and choose a default signature method for each case.
This section also lets you select a signature appearance design, which specifies the user information (i.e., Hand signature with details & company logo, hand signature with details, or hand signature only) to be displayed in a user signature. The configurations set here will be displayed as the default settings to your enterprise users belonging to this role. However, users can overrule these configurations through their personal signature settings or while signing a document.
Additionally you can configure a signature font, when using text based signatures in SigningHub Desktop Web. The signature appearance will be rendered in the same font upon signing.
Configure signature appearance in a role
- Login with your enterprise admin credentials.
- Click your profile drop-down menu (available at the top right corner).
- Choose the "Enterprise Settings" option.
- Choose the "Roles" option from the left menu.
- Search and select the role to edit and click the edit icon
adjacent to it. The "Edit Role" screen will appear for re-configurations.
- Click the "Signature Appearance" tab.
Configure the signature appearance fields as required, see the fields description in the "Signature Appearance" table below.
- Click the "Save" button.
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Signature Appearance
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Fields
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Description
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Allowed Hand Signature Methods for Web Browsers
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The following preferences will be applicable to your enterprise users (that are registered with this role), when they perform signing through Web Browsers:
- Select the "Draw Signature" option, if you want to allow your enterprise users to draw freehand signatures using their system's mouse or touchscreen.
- Select the "Text-based Signature" option, if you want to allow your enterprise users to type their names using their system's keyboard. Choosing this option will display an additional preference which can be set:
- Select the "Auto fill with user name and lock the text field" check box to restrict your enterprise users from typing their names in the signature fields. SigningHub will auto fill their names in the signature fields and wont allow them to edit it.
- Keep the "Auto fill with user name and lock the text field" check box deselected, if you don't want to add such a restriction for your enterprise users and allow them to type their names in the signature fields.
- Select the "Upload Signature Image" option, if you want to allow your enterprise users to use an image for their signature. SigningHub will allow them to upload an image of their signature from their machine.
- In case of allowing multiple signature methods, the "Default" field will list all the allowed methods. Select a method from the list that will be displayed as the default signature method for web browsers to your enterprise users in their Personal Settings. They can however overrule the default signature method as required from there.
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Allowed Hand Signature Methods for Mobile Apps
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The following preferences will be applicable to your enterprise users (that are registered with this role), when they perform signing through Mobile Apps:
- Select the "Draw Signature" option, if you want to allow your enterprise users to draw freehand signatures using their system's mouse or touchscreen.
- Select the "Text-based Signature" option, if you want to allow your enterprise users to type their names using their system's keyboard. Doing so will display an additional preference which can be set:
- Select the "Auto fill with user name and lock the text field" check box to restrict your enterprise users from typing their names in the signature fields. SigningHub will auto fill their names in the signature fields and wont allow them to edit it.
- Keep the "Auto fill with user name and lock the text field" check box deselected, if you don't want to add such restriction for your enterprise users and let them type their names in the signature fields.
- Select the "Upload Signature Image" option, if you want to allow your enterprise users to use an image for their signature. SigningHub will allow them to upload an image for the signature from their machine.
- If multiple signature methods are allowed, the "Default" field will list all the allowed methods. Select a method from the list that should be displayed as the default signature method for mobile apps to your enterprise users in their Personal Settings. They can however overrule the default signature method as required from there.
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Allowed Initials Methods
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The following preferences will be applicable to your enterprise users (that are registered with this role), when they add their initials:
- Select the "Draw Initials" option, if you want to allow your enterprise users to draw freehand initials using their system's mouse or touchscreen.
- Select the "Text-based Initials" option, if you want to allow your enterprise users to type their initials using their system's keyboard. Doing so will display an additional preference to set:
- Select the "Auto fill with user initials and lock the text field" check box to restrict your enterprise users from typing their initials in the initials fields. SigningHub will auto fill their initials in the initials fields and wont allow them to edit it.
- Keep the "Auto fill with user initials and lock the text field" check box deselected, if you don't want to add such restriction for your enterprise users and let them type their initials in the initials fields.
- Select the "Upload Initials Image" option, if you want to allow your enterprise users to use an image for their initials. SigningHub will allow them to upload an image of the initials, from their machine.
- In case of allowing multiple initials methods, the "Default" field will list all the allowed methods. Select a method from the list that should be displayed as the default initials method to your enterprise users in their Personal Settings. They can however overrule the default initials method as required from there.
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Allowed Signature Appearance Designs
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Signature appearances are applicable to signatures only.
- Select the "All" option to allow your enterprise users to choose any signature appearance (i.e., Hand Signatures Only, Hand Signature with Details and Logo, or Hand Signature with Details) for their digital signatures. The option selected from here will be displayed as the default appearance in the digital signing dialog.
- Select the "Only" option, and select a signature appearance from the list to configure a fixed signature appearance for your enterprise users (that are registered with this role).
These appearances are managed from the SigningHub deployment directory, where customized appearances can also be placed based on your business/ organizational preferences.
- By default the "Hand Signature Only" option will be available for new enterprises or roles. Same is the case with individual users, by default the "Hand Signature Only" will be set as the signature appearance.
- If 'Allow users to manage signature logo' is enabled, the signature logo from user's personal signature appearance will appear on signature appearance. Signature Logo set under Enterprise Branding will appear if this configuration disabled for the user.
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Allowed Signature Fonts
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- Specify the font to create signature text, when using text based signatures in SigningHub Desktop Web. The font preview will be available along with the font name.
- By default Phontphreaks will be selected for new enterprises or roles. For individual and enterprise users "Phontphreaks" will be set as the default.
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