Electronic signature
How to configure automatic signature reminders ?
Automatic signature resends let SESAR follow up with a recipient who has not signed after the delay you have chosen. The resend is identical to a manual resend performed from the signature tracking page, but it goes out on its own. This article ...
How do I manage the order of signatories or remove a signatory?
This feature allows you to change the order in which your signatories receive a document to sign, as well as to cancel the signature of one or more signatories during the process, without having to restart the entire transaction. Prerequisites To use ...
How do I use the PDF form editor?
The Secure Exchanges PDF form editor allows you to add interactive fields (signature, initials, date, text) directly to any PDF document, without requiring external software. Step 1: Log in to the portal Log in to the online portal. For the ...
How can I track the status of my documents sent for signature?
Note: The signature tracking feature is only available to users with a Pro licence. It allows you to view the status of your signature requests, identify pending actions and send reminders to signatories. Step 1: Access signature tracking Log in to ...
How do I resend a document for signature to my recipient?
If a recipient has lost or deleted the original email containing a document to sign, you can send them a new signature link from your SESAR. Prerequisites a Pro licence a SESAR licence SESAR version 23.01.0706 or later Note: This feature can be found ...