The Document Preparation settings control which document-related features are available when senders prepare transactions and templates, and what recipients can do with those documents during the Signing Ceremony. Select a setting's check box to turn it on, or clear the check box to turn it off.
Setting | Description |
|---|---|
Enable optional signatures | Enables signatures to be flagged as optional. When the Optional Signatures flag is set for a document, a recipient is not obliged to sign all of their signatures inside that document before completing the associated transaction. |
Enable conditional fields | Enables the configuration of conditional fields. |
Enable document visibility | Enables the Document Visibility feature, which gives the ability to control which recipients can view specific documents in a transaction during the Signing Ceremony. |
Disable removal of the Electronic Consent Document from templates and transactions | Defines whether senders can remove the Electronic Consent Document from a template or transaction. |
Enable recipient to upload attachments | Enables recipients to upload attachments to a transaction. Thus senders can ask recipients to upload one or more attachments, and recipients can do so. |
Enable recipient history | Determines if senders will be able to select from their transaction recipient history when adding a new recipient. |
Enable imprint fields | Enables the configuration of imprint fields. |