Online Signatures Administration

Online Signatures are configured in the Administration screen

• To use Online Signatures, it must be enabled via the ‘Enable Online Signatures’ tick box
• An API User Name and Key will be provided by legalesign when you sign up with them.
• The ‘Online Signature’ tab of the Admin screen stores the account that the service uses to receive updates and download signed documents.
• This must be setup up in legalesign as an ‘Admin’ account
• The ‘Verify’ button allows users to verify that they have entered the User Name and Key correctly
• If the details are not verified, they are verified when the Administration screen is saved.

• The ‘User Administration’ tab of the Admin screen stores the account that the individual users use to send Online Signatures.
• This must be setup up in legalesign as an ‘Admin’ account. There are future plans for users with fewer permission to be able to send requests to legalesign
• The ‘Verify’ button allows users to verify that they have entered the User Name and Key correctly
• If the details are not verified, they are verified when the Administration screen is saved.

Online Signature Templates can be created

• ‘Comms Centre Templates Administration’ has a new ‘Online Signature’ option, where administrators can create Online Signature Templates.

• This option is only available if Online Signatures have been enabled on the database

• This is available in all Comms Centres except Meeting and Submit CV

• The template is created as a doc/docx and is sent to legalesign for them to attach to the email that they send

• ‘Also Sign’ allows multiple documents to be sent at the same time, that all require signing

• When the Online Signature is edited, you are taken into Word

• A new merge code is available

• Signature Merge code:

• If you want to make your signature sign box bigger, just add spaces after the << or before the << >> (this also adjusts the height)
• Font size also determines the height of the box
• We recommend sending a test to yourself to ensure the signature box is in the desired position

• The ‘Preview as PDF button, allows you to see the attachment as it will be sent out by legalesign

If you require further assistance please contact Voyager on :

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