Features

Are All Sequential Signers Notified of A Pending Request?

After a signature request, with the “Sequential Signers” feature activated, is sent, all signers are notified that they need to sign a document.  All signers are shown the signing order of everyone signing. Until the first person in the queue signs the document, however, neither the second person nor any subsequent signers have access to the […]

Must Every Signer Have A Unique Access Code?

No – a unique password for each signer is not mandatory, and you can assign the same password for every signer. To enhance security, however, the best practice is to assign a unique code to each signer. Click Here To Learn How To Set An Access Code *Note:  If two or more signers use the SAME email […]

Can I make an Access Code For One Signer But Not Others?

At this time, if you activate the Access Code feature, it becomes active for ALL signers.  This means that you will need to enter an alphanumeric pin (numbers and letters only) for each signing party. Click Here To Learn How To Create An Access Code Click Here

What does the Sequential Signers feature do?

The Sequential Signers feature allows you to control the order in which your document is signed. this feature becomes available for all signature requests in which two or more signers are indicated.   To enable Sequential Signers: In the new Signature Request box, enter the first name, last name and email address of each signer who […]

How To Notify Clients Of The Access Code

For security reasons, we specifically avoided a system that notifies the signer of the access code through the same medium. Therefore, after you set the Access Code for a signer, you need to notify that signer of the Access Code.  We strongly encourage a secondary means of notification for the code other than the signer’s email account […]

What Is An Access Code?

An “Access Code” (also called a “Pin Code”) is an optional layer of security that you can use to prevent unauthorized persons from accessing documents sent for signing. When you create a new Signature Request, a box will appear that prompts you to enter the names and email addresses of each signer.  Here, you can require […]

How To Extend an Expiration date

Document Expiration is great for security and ensuring that documents can only be signed by your deadline.  Unfortunately, people sometimes take longer to complete a signature request than anticipated.  This can mean that a document expires and a signer is ‘locked out’ before he or she signs.  Through ClientSide the  Expiration Date can be extended with […]

What Is An Expiration Date?

Signing documents is a time-sensitive endeavor.  The Expiration date allows you to control the period of time signers have access to a signature requests. This feature functions as an additional security layer limiting the timeframe, and therefore chances, for an unauthorized party to obtain access to the document. When you send a request, you are able to set an […]

Expired Signature Request Link

If a signer received a link to a signature request, and the link does not work, this can be caused by the following two things: The Expiration Date has passed, and the signature request has expired Click Here To Learn How To Extend The Expiration Date. The signature request has been Withdrawn (cancelled) How to fix it:  Re-send the […]

How To Un-Archive A Signature Request

When a document is archived, it is moved from the “Signed” tab to the “Archived” tab in the docket. To un-archive a document: From the Home screen, go to the “Docket” view Select the “Archived” tab  Locate the document for which you wish to un-archive Click on the blue drop down arrow next to the document Select “Unarchive” […]

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