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In addition an electronic signature guide are available for further information (also linked at relevant chapters).
For more information of customizing please see the SignAnyWhere viewer – Customization.

Settings

In the settings you can define your user settings and if you are a “Power User” also the settings of the organization. In settings you are also able to define teams (virtual groups of your organization who can access and share their documents).

Account

Here you find your personal account settings.

Personal Settings

  • Picture, Name, Job Title and Phone number
  • User Token for using with the Microsoft Office Plugin

Note that the email address of a user account is read-only as it is a unique identifier of the user. It cannot be changed. An Administrator (or in general, persons with the permissions of user management) can create a new user account and move existing envelopes to the new user account. Read more about administrative capabilities in user management in Settings - Users.

Password

  • Change your password

Signature Image

  • You can upload a picture of your signature (e.g. written on white paper) and upload it to select it for your click-to-sign signatures. You can crop and set background (transparency).

Automated Delegation


This section is only visible if the signed-in user has "Power User" or "Administrator" role.

    • Delegate the task

Figure

Description


  1. User Token for Microsoft Office Plugin
  2. General settings

General Settings

  • Language, Country, Timezone
  • Personal Subject and Message

Signature Image


You can upload a picture of your signature (e.g. written on write paper and take a picture). This signature can be modified (cropped, set background level and rotate). If you are logged into eSAW and sign documents you can select your signature picture for Click-to-Sign signatures.


A change of the signature image is considered in envelopes

  • sent after changing the picture, envelopes sent before but where the workstep for the recipient is created after the change
  • existing envelopes/workstep when another signature picture for the recipient was already configured for the recipient.


The change is not considered on existing envelopes when

  • no account signature image was configured at the time when the workstep for the signer was created (which is typically when the signer is invited to sign via email; but can be, for the first recipient, the time of sending the envelope e.g. when sending emails is disabled)
  • the recipient was an unregistered signer at the time of sending the envelope, but an account was registered (and signature image was configured) after sending the envelope.
     

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