The SETTINGS tab is available for all RSign® user roles (Customer Admin, and User). Users assigned the administrator roles can view the PERSONAL and the COMPANY subtab and override user-level settings.
NOTE: The settings overridden by the administrators take effect after both the administrator and the user log out and log in again from their current browser sessions.
The Add Date to Signed Document Name option within the Company Settings provides a Customer Admin the ability to configure and set up the date format for the signed document.
This setting is available under the COMPANY tab only. 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.
To set up the Add Date to Signed Document Name Setting, you must have Customer Admin role.
- Click on SETTINGS.
- From the left-hand available options, click on the Admin tab and look for the Add Date to Signed Document Name setting.
- Customize the Date Format (For example, MM_DD_YYYY_HH_MM_SS_<filename>) by selecting the format you need from the dropdown menu.
- Save your changes.
Once this setting is enabled, RSign adds a unique date and time stamp in the document name while saving it to prevent documents from being overwritten when stored locally.