Signing settings determine the options used during the signing process in DocuNote client.
<aside> ⚠️ Please notice:
To access Signing settings, go to the DocuNote tab and click Settings. In the left navigation panel under Settings, click IntraNote Signing.
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 its submission. |
| • 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 | |
| Electronic signatures | |
| (653) Default validation for 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 |
| MitID signatures | (BankID is discontinued from 1. April 2024) |
| (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 MitID signatures |
<aside> ⚠️ Please note:
When working with signing, there is a number of date/time periods to be aware of.