Page Comparison

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1. Order: This field determines the order in which signers will receive the form for e-signature. This order can be adjusted at run-time by the user, and may use any integer values-- order is simply determined from lowest number to highest.
2. Role/First Name/Last Name/Email/SSN/DOB: The roles listed here are determined by which roles have been assigned an e-signature field on the form itself. All associated information (name, email, etc.) will be automatically pre-filled onto the pop-up with the information entered on the form, and can be edited as needed.
3. Authentication: This drop-down allows the user to select which method of authentication they require of each signer.  Each authentication type has a different level of security, from SMS codes to LexisNexis data lookups. Depending on which authentication method is selected, other fields in the pop-up may change for that user only. For example, if "Email Only" authentication is selected, the SSN and DOB fields for that role are no longer fillable as that information is no longer required to sign.
4. Verify Code: Here a user may enter an alpha-numeric code that the signer must also enter before signing the form.  This code must be communicated to the signer elsewhere (a separate email, phone call, etc.) before he/she can sign.
5. Sign Now: This option allows the signer for that role to sign the form now, without receiving the form in a separate email.
6. Add Viewer: This button allows the user to send the form to another viewer to simply view the form- they will not have the ability to sign the form with SIGNiX e-signature, only view it.
   1. Viewers are offered the same methods of authentication and a separate verify code (if desired)
   2. Viewers have a separate column called 'Required'. The Required column allows the user to set the levels of responsibility for the viewer. The four options in this column are:
      1. Yes: If this is selected, the viewer must click an Acknowledge button in order for the workflow to proceed. This button indicates that that the viewer acknowledges reading the document.
      2. No: If this is selected, the viewer does not have to click an Acknowledge button in order for the workflow to proceed. There is no way to verify that the viewer opened the document.
      3. Must View: If this is selected, the viewer must click an Acknowledge button in order for the workflow to proceed (same as Yes option).
      4. Must Agree: If this is selected, the viewer must click an Accept button in order for the workflow to proceed. This button indicates that the viewer agrees to the document.
7. Message: Customize the body of the email that signers will receive when they sign the form. As you can see, a default message is included listing the forms and basic instructions. Note: this message is sent to all recipients, including both signers and viewers.