The Set Default Signature Control Value to “Required” setting provides the ability for sender or customer admin to pre-set the default value of the “Signature Fillable Field Control” to required or not required if the field is added to a document. This option is controlled from the 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, Set Default Signature Control Value to “Required”, 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 column and select Set Default Signature Control Values to “Required” to manage or change the default settings.
Set Default Signature Control Values to “Required” has the following defaults and options.
Default Settings: Set Default Signature Control Value to“Require” is set to “Y” by default.
- N: The Signature Fillable Field Control will be pre-set as "No" by default when added to an RSign Document, adding a signature field but making it optional to sign.
- Y: The Signature Fillable Field Control will be pre-set as "Yes" (required) by default when added to an RSign Document, adding a signature field which must be signed before the document is completed.