Signature
Secure Exchanges Signature Seal.
When you are using Secure Exchanges for the signature of a document, a visual 'seal' is automatically placed next to the signature, and a date is displayed underneath to confirm and validate the precise moment of the signature. This seal provides a ...
How to define the order of signatories?
The order of signatories is determined based on the order of recipients specified in the "To" section when creating the email. Example: In this example, the recipients will receive the document to sign in the following order: Jean, Bob, and Lucie. If ...
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 ...
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 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 ...
How do I add a new signer to my document without leaving the signature zone definition interface?
If you forgot to add a signer of your document when defining the signature zones, you no longer have to leave this interface. All you have to do is enter the signer's email address you forgot to include and click the button next to add it: You will ...
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 verify the authenticity of a document signed via Secure Exchanges?
Secure Exchanges allows its users to verify the authenticity of signed documents and confirm that no changes have been made to their original documents through the following link: https://www.secure-exchanges.com/pdf-integrity-validation.aspx Secure ...
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"
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: