Signature Identity

Modified on Tue, 15 Sep at 11:30 AM

In this section you can enter information about your company.

ℹ️ Note: If you send already created documents through SIGNI – where you only specify who should sign and where – there is no need to fill in the signature identity. This information is not copied anywhere and is only displayed when using templates in SIGNI.


Setting up the signature identity

  1. Enter information about yourself and your company
    • First, fill in the required details about yourself and your company in the top part of the signature identity page.
  2. Customize how the information appears in templates
    • In the second part of the page, called custom header, you can freely arrange the identification details or insert your own text between them.
    • The information entered here will be inserted into templates in this format.
  3. Set the default communication language
    • Here you can choose the language of email and SMS notifications for this specific workspace.

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You can also define your own fields (i.e. Custom Fields), for example branch, department, etc. You can then insert these custom fields into your custom header (above). image

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