The Recipients Page is used to define the general data of the envelope, and the signature workflow.
The recipients page is separated into following sections, where the next chapters explain configuration and prerequisites in detail:
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Please note: You can either use the organization agreement settings or configure a new agreement configuration for an envelope. Read Agreements Configuration about how to configure agreement texts on organization level.
Documents Section
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The recipient type is chosen using a dropdown control with an Icon indicating the current selection:
Standard Recipient Types:
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By pressing the Settings icon (
) on an activity that is involving a recipient, the settings area can be expanded. This block is replacing the former "personal message and language" block known from product versions before 22.50. In this area, the sender can define for each recipient in which language the recipient specific notifications should be sent, which recipient specific text (personal message) should be inserted in the signer invitation, and some other recipient specific settings.
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- Email Language
- Personal Message
- Adjust email settings
- Add app links to the signer invitation email
- Enable or disable delegation of the document
- Add finish actionsÂ
Language
All active languages as defined in Settings-Localization can be selected as recipient language. See Localization Settings for more details. But note that a recipient's configured language in the account settings is considered, in case the recipient has a user account on the same instance (not necessarily within the same organization). The configured recipient language will be ignored in this case.
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Details for Authentication
Additional Details
Parameters for Digital Remote Signature
Parameters for BankId
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It can be used both as authentication method (when opening a workstep / signer activity), and as signature type on a signature field level.
Signature type:
Parameters for Disposable Certificate
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The screen shows the field "Document Issuing Country", which is available as input field when the mode for disposable certificate was configured to use the "Lean Disposable Certificate", which is our recommendation. Note that the value "Nationality" will be requested, when using the (deprecated) classic disposable type instead. |
Parameters for SMS-OTP Signature
Similar as for the SMS Authentication or the mobile phone number in the parameters for the Disposable Certificate, the phone number is automatically kept in sync with the recipient's primary phone number by default. When a different phone number should be used, select the toggle button labeled as "custom", and define a specific phone number for late authentication via SMS-OTP when performing an SMS-OTP signature.
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Parameters for Swisscom On-Demand Certificate
Document Visibility Section
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The section is by default collapsed (indicated by the 2-arrows-down icon
). When clicking on the section headline, the section gets expanded and offers on/off sliders which grant access to a document to a specific recipient.
Message Section
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In the advanced settings on the create envelope page you can find settings for the agent redirect. Beside the different policies it is also possible to allow a URL for iFrame integration. Moreover, you can add callback configuration for the envelope and set a default signature method. Please see the next figure where you can find the settings:
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