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The Signature Control Required for Static Template setting provides the ability to send a document for signature without requiring the identity of the signer. This can be used if a document contains sensitive information. This option is controlled from the SETTINGS tab.
SETTINGS Tab
The SETTINGS tab should be available for all RSign® user roles (RPost® Super Admin, RSign Support, Customer Admin, and User). If you are an end-user, you will be able to change your PERSONAL settings. If you use an Admin enabled account, you can change both COMPANY and PERSONAL settings. The Settings Tab includes settings for Admin, Sending, Template, Storage, System, E-Disclosure, Advanced, and Privacy.
This setting, Signature Control Required for Static Template, is available under the COMPANY and PERSONAL tab. If you do not see the options described in this article and wish to add them, please contact your RPost sales or account manager to enable them.
- Click the SETTINGS > Advanced
The Advanced settings menu displays the Option column and the visibility settings including the Default Settings, Override User Settings & Lock Settings.
- Scroll down the Option menu and select Signature Control Required for Static Template to manage or change the default settings.
Signature Control Required for Static Template has the following defaults and options.
The Disable option is selected by default.
- Active: Signature Control Required for Static Template will be visible in the OPTIONS section of the TEMPLATES tab.
- Disable: Signature Control Required for Static Template will not be visible in the OPTIONS section of the TEMPLATES tab.
- View Only: Signature Control Default Required for Static Template will be visible in the OPTIONS section son the TEMPLATES tab but is not editable.
Default Settings: The Signature Control Default Required for Static Template setting is set to “Y” by default.
- N: When the template is created and a user accesses the document via a static link to fill out, the user will not be able to provide a signature to complete the document.
- Y: When the template is created and a user accesses this document via a static link to fill out, the user will be required to provide a signature to complete the document.