Settings

The last tab in workspace settings is settings. Here you can configure various options for users working in this workspace.

Security and authentication

Two-factor authentication with SMS PIN

• When enabled, the sender or proposer of a document must confirm with a PIN.

• If disabled, the proposer is not required to enter a PIN.

• The PIN for counterparties always remains required.

Verify via SMS before downloading document

• Counterparties must enter an SMS code before downloading a completed document.

• They will receive an email with a link, and the code is required after clicking it.

2FA when logging into workspace

• Users must enter an SMS code to access this workspace.

Document validity

Validity of draft document (in days)

• Defines how long the signature link is valid.

• If the parties do not sign within this period, the draft expires.

• Expired documents can be resubmitted without extra credits.

Validity of completed document (in days)

• Used for notifications about documents with a specific expiration date (e.g., a lease agreement valid for one year).

• Applies to all documents in the workspace by default.

• If documents have varying validity periods, this field can be left empty.

Checklist text

• After each signed document, a checklist is generated containing IP addresses and metadata about the signers.

• You can add a note or disclaimer to be included in every checklist.

Phone and signature settings

Default phone prefix

• Pre-fill a phone number prefix for counterparties (e.g., +420).

Insert signature automatically

• If you are the author and first signer, your signature can be added automatically when sending the document.

• Requires a saved signature in your account settings.

Show workspace selection for incoming documents

• If you have multiple workspaces, choose which workspace the document should be signed in before signing.

Record the progress of the signature

• Records the original characteristics of a signature (speed, acceleration, pressure, timestamp).

• Data is encrypted and stored on SIGNI servers.

• Only recorded if the customer’s device supports it.

Convert document to PDF/A automatically

• By default, documents are converted to PDF.

• PDF/A is a special format for long-term archiving, ensuring the file can be reliably opened in the future.

Counterparty may not change signature date

• Prevents the counterparty from modifying the signature date.

Signature placeholder detection

• Automatically detects placeholders in uploaded documents and places signature fields in the correct position.

Place for signature

• Preset the location or city of the signature if used repeatedly.

Signature types

In SIGNI, signers can choose from three electronic signature options:

1. Text – type their name; SIGNI generates a signature in a chosen font.

2. Stylus – draw the signature with a mouse, stylus, or finger on a mobile device.

3. Insert an image – upload a scanned signature.

? Using the eye icon, you can disable some options for unregistered counterparties.
Proposers and registered counterparties can still use all three options.

Signature footer settings

• Configure which information appears below the signatures of counterparties.

• Name and surname are auto-generated.

• Organization name and position must be filled in in the counterparty’s contact details.

OneDrive integration

• Create a destination folder in Microsoft OneDrive where documents from this workspace will be saved automatically.