Settings - Signing (Adm)

Overview

Signing settings determine the options used during the signing process in DocuNote client.

Document signing settings

To access Signing settings, go to the DocuNote tab and click Settings. In the left navigation panel under Settings, click IntraNote Signing.

Untitled

Learn more about the Signing Settings with below Descriptions:

Setting
IntraNote Signing
(612) Days before envelope expires	Defines the number of days the envelope will be available for signing after its creation.
• The default value is 30 days.
(613) Days before first reminder to signer	Defines the number of days before sending the first reminder about the necessity to sign the envelope after signing start.
• The default value is 2 days.
(614) Days between reminders	Determines the frequency of reminders to sign the envelope after the first reminder has been sent.
• The default value is 2 days.
(617) Store signed documents as	Defines the way to save a signed document in DocuNote client.
Possible values:
• New document - converts signed documents into one single PDF file.
• New PDF version - updates one or several documents with a new version in PDF format.
• Both - saves documents as combined PDF file and as separate document with updated version.
If only one document is sent for signing, it will be stored as a new version.
(618) Lock documents during signing	Defines whether to lock a document during the signing process.
• The default value is Yes.
(619) Unlock documents that failed signing	Defines whether to unlock a document which is failed during the signing process.
• The default value is Yes.
(620) Lock signed document	Defines whether to lock a signed document after the signing process is completed.
• The default value is Yes.
(657) Download link for internal signers	Defines whether to provide or not a link to completed signed document for internal users.
(662) Save signers as case parties	Defines whether to save signers as parties on signing document’s parent case.
• Possible values: Yes / No (Default)
(677) Enable Electronic signing	Defines the method for document signing - Electronic
(678) Enable MitID signing	Defines the method for document signing - MitID
(672) Disable Google font selection	Defines whether to show or hide a panel with predefined signatures.
(683) Enable Signing form system	Setting which enables or disables Signing form system
(700) Allow delegation	The checkbox allows signer to delegate singing process to another user
(723) Keep envelopes (days)	Number of days before DocuNote cleans up all stopped and completed envelopes.
• Possible values: 90-365 days
• The default value is 90.
Electronic signatures
(653) Default validation for internal signers	Defines type of authentication to be applied for external users.
Possible values:
• E-mail link - (default value) a document is available for signing and downloading via link emailed to signer.
• SMS optional - a document for signing and downloading can be available by using an SMS code.
• SMS mandatory - a document for signing and downloading is available only by using an SMS code.
(654) Default validation for external signers	Defines type of authentication to be applied for external users.
Possible values:
• E-mail link - (default value) a document is available for signing and downloading via link emailed to signer.
• SMS optional - a document for signing and downloading can be available by using an SMS code.
• SMS mandatory - a document for signing and downloading is available only by using an SMS code.
(655) Two-factor validation for signed documents	Defines whether to require authentication for document downloading after the signing process is completed.
• The default value is Yes.
(698) Electronic signatures: Default email message	Default Signing message template for Electronic signatures
NemID signatures
(668) Default validation for internal signers	Defines type of authentication to be applied for internal users.
Possible values:
• E-mail link
• Personal number optional
• Personal number mandatory
• SMS optional
• SMS mandatory
(669) Default validation for external signers	Defines type of authentication to be applied for external users.
Possible values:
• E-mail link
• Personal number optional
• Personal number mandatory
• SMS optional
• SMS mandatory
(670) Two-factor validation for signed documents	Defines whether to activate or not two-factor authentication for signed document.
(667) Document inspection before shipping	Defines whether to hide or not WSME while digital signing process.
(699) MitID: Default email message	Default Signing email template for NemID signatures

<aside> ⚠️ Please note:

When working with signing, there is a number of date/time periods to be aware of.

Expire date - The time a signed document is signable for signers (also know as Time to Live - TTL).
- Set under settings (612) Days before an envelope expires - further adjustable pr. envelope.
- default 30 days
Retire date - The date an expired envelope content (documents and signers) is removed from the cloud.
- This is hardcoded to 60 days after Expire date
Reactivating period - The time period an expired envelope can be reactivated
- This can be done as long as the envelope content hasn’t reach retire date - thus 60 days after Expire date
Cleaning up period - The time an Envelope info is kept in DocuNote DB and signing pane
- Set under settings (723) Keep envelopes (days).
- This thereby defines how long it is possible to access the activities of an envelope.
- Default is 90 days.
Download period - The time period a document is downloadable after the envelope is signed
- This is hardcoded to 60 days after envelope is signed
Editing settings 612 and 723 requires relevant permissions
- Changing these settings only affects new envelopes </aside>

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Signing form settings

To enable signing form functionality:

Click DocuNote to access Backstage panel and go to Settings.
In the left navigation panel under Settings, click IntraNote Signing.
1. Navigate to the Enable signing form setting and select Yes.