In this section, users can manage their personal account details and security preferences.
The personal information includes the following:
Given Name and Surname of the user.
The value must be a valid mail address, containing at least one character in front of the @, and at least one character after the @, followed by one dot and at least one additional character. Mail addresses with multiple dots after the @ are of course supported.
The phone number, entered in international format with +xx country code prefix.
Users can reset the push notification.
Add a signature image by uploading and adjusting your signature in the signature editor.
After uploading an image you can further adjust the image by rotating and/or cropping it.
Set an automated delegation in this section by assigning someone to receive the delegated envelopes.
Assign delegation role to another user. Delegates can either sign envelopes or receive a copy on your behalf. Delegation is not saved until activation. The following fields are mandatory:
Feature will soon be available
Configurations can be set to share templates and envelopes per default with defined user groups. If user groups are added and a new template/envelope is created the envelope or template will automatically have set the sharing option according to the configuration in this settings.
Of course this default can be overwritten per envelope/template. Means if default user groups are configured in this setting they will be set for the future envelopes/templates but during the creation of envelopes/template the default user groups can be adjusted/removed.
