Is it possible to share a signature template with our team members?
Yes, it is possible to share the signature template with all your team members by checking the "Share the model" box and then clicking on "Save"
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How can a signature template be saved?
You can save your signature templates by logging into your account on our online portal and clicking on the Options-Signature templates Management button: Then you must follow the steps shown in the following video:
Is it possible to use the predefined fields on my PDF document to define signature areas?
Yes, you can use the predefined fields on your PDF document for signature areas on your document. To do this, you must click on the "Use PDF fields" button: Then, the following window will appear on your screen to alert you that the use of PDF fields ...
How do I track documents I've sent for signature?
This feature is only available to users with a Pro license. To track documents sent for signature, you must log in to your account on our online portal and click on the "Signature Tracking" button: Then you can select the date range during which you ...
How to assign signature zones to another signer without having to delete and redefine them?
When defining signature zones, sometimes you assign signature zones to the wrong recipient. To correct, you just have to change the signer instead of deleting the signature zones and setting them again for the correct signer. To do this, you must ...
Is it possible to choose the type of certificate that I want to assign to my document when signing it?
When signing your documents with Secure Exchanges, a signing certificate from Secure Exchanges is added to your document. However, you have the possibility, when defining the signature zones, to choose the type of certificate that you want to assign ...