Sign Step options

The Sign Step has extra options to cover different use cases of signing a document. The options can be found inside the Sign Step Properties dialog.

Open Step Properties dialog

There are two ways to open the Step Properties dialog:

a. Click a Step box.

b. Click [>] button on a Step box and then [Modify Step] option.

Control the rights to update Signer’s information

By default, Signers can update their information including their name and organization name. If there is a need to define the Signers' information and prevent the Signers to change it, the option below can be adjusted:

a. OFF: Signers are not allowed to update their information. Project Owner needs to provide Signers' information.

b. ON (default): Signers are allowed to update their information.

Use of Identity Verification

The digital signatures in Leap can be strengthen further by requiring Signers to verify their identity through a 3rd-party identity provider (e.g. a bank). Requiring identity verification can be controlled:

a. OFF (default): Signers does not have to go through identity verification process.

b. ON: Signers will have to go through identity verification process.