App settings
In the menu bar above the document management there is a gear icon that opens the application settings. The settings are divided into different sections. All possible settings are described below.
General
The general functions of the app are configured in this section.
Option | Description |
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Automatic save | Specifies whether changes in the document are saved automatically. Activated: Changes are saved automatically when you exit the document by clicking the “Back” button. Deactivated: Changes are not saved automatically. When you exit the document, you must explicitly choose to save or discard changes. Default value: Deactivated |
Display toolbar | Specifies whether the toolbar should be shown in the document display. Activated: The toolbar is displayed. Deactivated: The toolbar is fully hidden. The functions in the toolbar can no longer be used. Signing is now only possible by tapping the signature fields individually. Default value: Activated |
Capture images | Specifies which options are available for capturing an image with the “Images” tool. Use camera: Images can only be captured using the camera. Use gallery: Images can only be selected from the gallery. Selection dialog: A selection dialog is displayed where either camera or gallery can be chosen. Default value: Selection dialog |
Add images | Specifies which options are available for adding an image with the “Images” tool. Place anywhere: The selected image can be placed anywhere in the document. Insert on new page: The selected image is always inserted on a new page. Selection dialog: A selection dialog is displayed where either “Place anywhere” or “Insert on a new page” can be selected. Default value: Selection dialog |
Share | Specifies when it is possible to share the document / forward it to other apps. Always available: The function “Share” is always available. Only after all signatures have been provided: The function “Share” is only available if the document contains at least one provided signature and no empty signature fields. Only after all mandatory signatures have been provided: The function “Share” is only available if the document contains at least one provided signature and no empty mandatory signature fields. Default value: Always available |
Signature
Settings for signing are configured in this section.
Option | Description |
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Pen color | Specifies the color of the pen that is used to capture the signatures. Default value: Blue |
Signature only with pen | Specifies whether signatures can only be captured with an electronic pen (e.g. Apple Pencil). Activated: Signatures can only be captured with a pen. Using touch for signing is not possible. Deactivated: Signatures can be captured with pen or touch. Default value: Deactivated |
Start signing immediately | Specifies whether the signing process should be started directly when the document is opened. Activated: The signing process is started directly after opening if the document contains at least one empty signature field. Deactivated: The signing process does not start automatically. Default value: Deactivated |
Timestamp | The button opens the settings for the timestamp. Show timestamp: Specifies whether the timestamp should be shown in the signature. Color: Specifies the color of the timestamp. Default value: Deactivated |
Capture signatory for the signature | Specifies whether the name of the person signing the document must be captured. Activated: Before signing, a dialog is displayed for entering the signatory’s name. The name is displayed in the signature in plain text. The application remembers the most recently used name for editing the document. Deactivated: No name is entered before signing. Default value: Deactivated |
Lock form fields | Specifies which form fields are locked with the first signature in the document. Lock all fields: Lock fields defined in the document: Lock fields that are filled out and defined in the document: Default value: Lock fields that are filled out and defined in the document |
Capture location | Specifies whether location data is saved in the signature. Activated: Location data is captured and saved in the signature. Deactivated: No location data is captured. Default value: Deactivated |
Capture biometric data | Specifies whether biometric data relating to the signature is captured. Activated: Biometric data relating to the signature is captured and saved in the document in encrypted form. Deactivated: No biometric data relating to the signature is captured. The biometric data is central to ensuring the security and authenticity of electronic signatures and highly important for their subsequent validity as evidence. For GDPR-compliant capture and storage of this data, a confirmation text to be displayed before signing can be configured in the software, for example. Default value: Activated |
Automatic signature fields | This button opens the settings for automatic creation of signature fields. Create signature fields: Specifies whether the app should create automatic signature fields. Search term: Defines a search term for signature fields. A signature field is created automatically at each point in the document where this search term is found. The search term is searched for in the source text of the PDF file. This means that the term can therefore also be inserted in the document “white on white”, i.e. it is not visible. Default value: Deactivated |
Signature certificate | This button opens the settings for the signature certificate that is used for the digital signatures. A new self-signed certificate can be created or an existing (or purchase) certificate can be imported. To obtain the “green checkmark” in Adobe Acrobat Reader, you need a certificate with a ROOT that is included in the global trusted lists “AATL” or “EUTL”. Such certificates generally have to be paid for. For further information, contact the signotec Sales team. Default value: empty |
Biometric certificate | This button opens the settings for the biometric data certificate that is used for encrypting the biometric data. A new self-signed certificate can be created or an existing (or purchased) certificate can be imported. As standard, a public key certificate for the encryption of the biometric data is included, with the private key stored at a notary’s office. Even signotec, as the developer, does not have access to this private key, so only the notary is able to decrypt the signatures. Changing the certificate can have a major impact on the security and authenticity of the signatures. The certificate contained as standard should only be changed if it can be ensured that the new certificate has equivalent security in terms of safekeeping. Default value: Notarial signotec certificate |
Archiving
Settings for archiving are configured in this section.
Option | Description |
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Automatic email | This buttons opens the settings for an email to be sent automatically when a document is archived. To enable sending, the SMTP data of the e-mail account must be saved. Send e-mail: The button activates/deactivates automatic sending of an e-mail. User name: User name for authentication on the SMTP server. Password: Password for authentication on the SMTP server. SMTP server: Address of the SMTP server. Use SSL: Explicitly activates an encrypted connection with the SMTP server. Port: Port of the SMTP server. Generally “587.” Sender: Defines the sender address. This may differ from the above-mentioned user name. Recipient: Specifies the recipient of the automatic e-mail. Subject: Specifies the subject of the automatic e-mail. Message: Specifies the message of the automatic e-mail. Pressing the “Test connection” button sends a test e-mail to the configured sender. If the e-mail is not received, the settings must be checked. Default value: Deactivated |
Security
The security settings of the app are configured in this section.
Option | Description |
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Password | Specifies a password to protect the settings. Default value: empty |
Miscellaneous
The remaining app settings are configured in this section.
Option | Description |
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Licensing | Opens the app’s licensing information. The button “Activate license” can be used to enter a license key to activate the app. If a license has been activated, the license information is displayed. The “Refresh” button can be used to call the current license information. This is normally done once a day automatically. The “Release license” button can be used to release the license that is in use so that it can be used on a different device. |
Logging | Specified the app’s logging. No logging: No logs are created. Only errors and warnings: All errors and warnings are logged. Log everything: All errors and warnings and general information are logged. Debug mode: Extensive logs are created for all processes and functions. This mode should only be activated if Support has requested this for error analysis. This option may affect the performance of the app. Default value: Log nothing. |
About
General information about the app can be accessed in this section.
Option | Description |
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About signoSign for iOS | This section contains general information about the app, e.g. name and version number. |
Licenses | This section contains all license information and licensing agreements (EULA) of the app and from third-party suppliers. |
Data protection statement | This section contains the app’s data protection statement. |