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User settings

The user settings can be opened via the user symbol in the header using the "Settings” button.

User interface

Setting

Description

Preferred language

Defines the preferred language of the application.

The "Automatic” setting uses the preferred language of the browser.

Accent color

Defines the accent color within signoSign/Universal.

Default value: #ff8400

Logo

Defines a URL for the logo of the application.

The image should have an aspect ratio of 10:3. A resolution of 300 x 90 pixels is recommended.

Favicon

Defines the favorite icon (favicon) of the application.

The image should have an aspect ratio of 1:1. A resolution of 16 x 16 pixels is recommended.

Functions in the document display

Individual functions in the document display (in the viewer) can be configured in this section. The functions can be displayed in the header or in the submenu or are dynamically hidden depending on the display resolution.

The following options are available:

Setting

Description

Dynamic

The function is always shown dynamically based on the display resolution or moved to the submenu.

Display only in the submenu

The function is displayed in the submenu but not in the header.

Always display in the header

The function is always displayed in the header and is not moved to the submenu.

Hide

The function is completely hidden and is not available.

Permitted signing methods

Setting

Description

Mouse

Allows signing with a mouse.

Touch input

Allows signing via touch.

Electronic pen

Allows you to sign using an electronic pen (e.g. Apple Pencil).

signotec signature pad

Allows signing with a signotec signature pad.

Qualified signature with sign-me

Allows a qualified signature via sign-me.

If the user attempts to sign using a method that is not permitted, an error message will appear stating which input methods are permitted.

Signature settings

Setting

Description

Capture biometric data and save the data into the document

Configures whether the biometric data of the signature (x-, y-, z-coordinates, time, and pressure) should be saved in the document in encrypted form. This is stored for later proof that the signature was provided by the signatory.

Activated: The biometric data of the signature is stored in the document in encrypted form.

Deactivated: The biometric data is not stored in the document.

The biometric data is essential for 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 saving

Defines whether the document should be saved automatically and if so, when.

Deactivated: The document is not saved automatically.

At the start of the signing process: The document is automatically saved when a signature capture is started.

When a signature is confirmed: The document is automatically saved when a signature is confirmed.

After completion of all signatures: The document is automatically saved when all signatures have been executed.

When closing the document: The document is automatically saved when the document is closed or exited.

The data is saved immediately and without user interaction. The storage cannot be undone.

Default value: Deactivated

Start the signing process immediately

Defines whether the signature process should be started automatically when a document is opened.

Deactivated: The signature process is not started automatically.

Start with first signature: After the document is opened, the signature process for the first signature in the document is started immediately.

Start with the first mandatory signature: After the document is opened, the signature process for the first mandatory signature in the document is started immediately.

Lock form fields

Defines the extent to which any electronic form fields (excluding signature fields) are locked with the first signature in the document. Locked form fields can no longer be changed.

All: The signature locks all form fields in the document, regardless of the settings in the document.

Filled and defined in the document: The signature locks all form fields that are defined in the document or within the signature field. In addition, all completed form fields are locked.

As defined in the document: The signature locks all form fields that are defined in the document or within the signature field.

The definition in the document is made via special settings within the signature fields, the so-called "lock dictionary.” This cannot be edited via signoSign/2 and requires a professionally created PDF form.

Default value: As defined in the document

Signature color

Defines the pen color for signing.

Default value: #0000ff

Signature addition

Determines whether an addition should be displayed along with the signature.

Content: Defines the content of the signature addition. This can contain a fixed text and/or the placeholders “@SIGNTIME” with the current date and time and “@LOCATION” with location data.

Date format: Defines the date format of the placeholder “@SIGNTIME.”

Horizontal alignment: Defines the horizontal alignment of the text within the signature field.

Vertical alignment: Defines the vertical alignment of the text within the signature field.

Qualified signature

The use of qualified signatures is generally subject to a charge. Please contact your sales partner or the signotec sales team.

Setting

Description

License key

Stores the license key for the activation and billing of qualified signatures.

Email settings

Setting

Description

Sending method

Determines which method is used to send emails.

Server: The emails are sent via the signoSign/Universal server.

Client (mailto): Emails are sent on the client via the “mailto” function and therefore via the standard email program.

This setting only affects the simple sharing of documents. Workflows are always sent from the server.

Default value: Server

Text message settings

The use of text messages is generally subject to a charge. Please contact your sales partner or the signotec sales team.

Setting

Description

Activation code

Stores the activation code for the use and billing of the text message function.

Reset settings

The “Reset” button resets all settings to the current default.

This process cannot be undone!

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