Document Signer Permissions and Reminders

For each envelope signer, you can specify which signing features will be available to them in the Document Viewer. 

First, access Designer.

1. Launch TrueSign. The Home page is displayed.
2. Click the My Envelopes tab. Existing envelopes are listed.
3. Locate the envelope to configure.
4. Click the Design button.

The Designer interface is launched. Signers are managed through the right sidebar.

5. Select the appropriate user from the Signers field drop-down list on the right sidebar.
6. Click the Lock icon to access the Permissions dialog.

By default, all permissions listed on this dialog are enabled (no checkmarks selected).

7. Select permissions to remove for the signer.
8. Click Save.

Create a Reminder for the Signer

For each envelope signer, you can indicate if a reminder should be sent to their email address regarding their need to sign envelope. 

1. Select the appropriate user from the Signers field drop-down list on the right sidebar.
2. Click the Bell icon to access the Signer Reminders dialog.

3. Switch the toggle to enable a reminder.

4. Specify the number of days after the envelope's receipt that a reminder will first be sent to the signer if they haven't signed the envelope.
5. Select the reminder frequency - daily or weekly.
6. Click Save.