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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.

Preview

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 from changing 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.

Preview

If this option is turned OFF, Project Owner needs to provide Signer's information.

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