ViewSign Cloud User Guide Settings and Customization

Settings

In the settings you can define your user settings and if you are a “Power User” also the settings of the organization. In settings you are also able to define teams (virtual groups of your organization who can access and share their documents).

Account

Here you find your personal account settings.

• Personal Settings
  • Picture, Name, Job Title and Phone number

• User Token for using with the Microsoft Office Plugin

• General Settings

• Language, Country, Time zone
• Personal Subject and Message

• Password
  • Change your password
• Signature Image
  • You can upload a picture of your signature (e.g. written on white paper) and upload it to select it for your click-to-sign signatures. You can crop and set background (transparency).
• Automated Delegation
  • Delegate the task

Signature Image

You can upload a picture of your signature (e.g. written on write paper and take a picture). This signature can be modified (cropped, set background level and rotate). If you are logged into eSAW and sign documents you can select your signature picture for Click-to-Sign signatures.

Notifications

In this section you can define sender and recipient notifications.

• Sender Notifications: when recipient has finished, recipient has declined, document delivery failure and recipient viewed a document
• Recipient Notifications: notify me about new documents