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First of all, you'll have to define what's supposed to happen, when the signature-set or the signature process itself is cancelled.

Cancelling is caused by:

  • Any of the "Cancel" buttons, either on the signature device or in the eSignatureOffice user interface is used before all obligatory signatures have been completed and this is confirmed in the then appearing dialog.
  • Any active macro is triggered while a signature-set is processed and this is confirmed in the then appearing dialog.

So, in the upper field, you can set any of the available macro buttons, which shall be triggered when the process is cancelled. If you choose the option "Nothing", no automatic action will be triggered.

 

Useful actions for macros, which shall be triggered upon cancelling a signature-set could be:

  • Showing a notification to the user
  • Saving or sending the (maybe partially) signed document per e-mail
  • Starting another program (including the document transfer), possibly in order to allow post-processing or write down reasons for cancelling etc.

You can find a detailled explanation about macros here: Automating complex processes: Working with macros

The second settings defines, what shall happen after signing, so after all obligatory signatures of the signature-set have been completed and all defined signing fields have been processed (either completed or skipped).

Here, you can also choose either any macro button or "Nothing".

As example, macro button 2 is chosen here.

 

Useful actions for macros, which shall be processed after all predefined signatures have been completed could be:

  • Saving the document (also possible with dynamic saving paths and file names)
  • Uploading the file direct to a FTP server
  • Sending the document per email
  • Printing
  • Starting another application (for example your external PDF viewer to read the document)
  • Closing eSignatureOffice automatically
  • Closing the document automatically (for example to warrant data/privacy security)

You can find a detailled explanation about macros here: Automating complex processes: Working with macros


 

 

Normally, it's not allowed to add further signature fields manually and to sign them after having used a signature-set, because it's assumed, that all necessary signatures are already included in the set itself. However, with the option "Enable manual signing after supervised signature", you're allowing the user to do that anyway.

This option can be set individually for cancelling signature-sets as well as for successful completion (as defined in the two previous paragraphs).

 

By checking the option "Enable 'Back' button navigation", you're allowing the user to jump back to skipped (and so not-signed) optional signing fields within the signature-set. So, by checking this option, you can skip any signing field, which has not been defined as obligatory, and at any subsequent point in the signature-set, you can go back to this field and still sign it.

 

Important:

If you want to allow going back to skipped signature fields even after the last signature, it's advisable to not define any macro actions after signing. Because if any macro action is defined, it will be triggered right after the last signature and depending on the action, it might be impossible to go back to skipped signature fields, because the macro action has to be completed first.

The option "Hide 'Sign' button on display" hides the green "Start" button on the signature device, which can be used to directly jump to the first signing field in a signature-set. This option currently only affects the products naturaSign Pad Colour and the duraSign variants, because on the other devices, this button isn't shown anyway.

The "Cancel" button in the footer of eSignatureOffice allows the user to cancel the whole signature-set while signing obligatory signing fields. With the checkbox "Show 'Cancel' button at optional signatures", you can allow this behaviour for optional signing fields, too.

 Please take note, that due to technical reasons in the current version, this option is always applied for smartphones and tablets.

 

The option "Signature-set pausable" is a very special one with several restrictions and applies only when using optional signature fields. If you activate this option, it's possible to pause signing when using this signature-set for a while by clicking one of the Cancel buttons either on the sign pad or in eSignatureOffice. This offers the possibility to change the signer or read each chapter of the document again. As soon as you are ready to proceed, you can click the green "Sign" button on the sign pad to resume the signature-set.

But please take note! There are several restrictions for this option:

  1. It's not possible to pause and resume when signing mandatory signing fields.
  2. The green button to proceed will only be shown on the sign pad, if eSignatureOffice has been started together with the document and the signature-set (either as parameters or per drag&drop).
  3. The green button to proceed is only an option for devices with colour display and of course you should not hide it with the "Hide Sign button on display" option (see above).
  4. This option cannot be used to cancel/pause signing the document, save it and later load it again to resume the signing process. If you want to do this, please use the next option "Resume signature-set". This option here is only usable to "pause" a signing process during a single, uninterrupted session.

Checking the option "Resume signature-set" will make the program check, if there have already been added signatures to the currently loaded document by the current signature-set (either in an earlier session or after a signature-set has been cancelled). If yes, these signatures will be skipped automatically.
If this option is not activated, the signature-set will indiscriminately start from the beginning and present each and every signing field to sign, no matter if it has already been signed.

The "Automatic document assignment" feature means, that you can assign one or multiple signature-sets to any document. This way, you can prepare your document in such a fashion, that when starting the signing procedure, the matching signature-set is chosen automatically! To make this possible, the chosen signature-set folder is scanned for the specifications of all sets at the program start as well as after changing the signature-set folder and also after saving any set. These specifications for all sets are buffered until you close eSignatureOffice and so can be accessed very fast as soon as you press the "Sign" button.

Currently, there are 5 different ways to...

  • either make unique assignments (one set to one document)
  • or assign multiple documents to one signature-set
  • or assign multiple signature-sets to one document, which then can be chosen individually each time the document shall be signed. This approach could be very useful, when different users have to sign the same document at different times or at different locations within the document.

Because this topic is way too big to explain it in some few sentences, all 5 methods will be explained in great detail in the directly following paragraph Step 4b: Automatic document assignment

Please take note, that you can find several options for the automatic document assignment behaviour in the administration menu in the "Signature handling" tab.

By default, the whole option is deactivated!

Learn more about this in the detailed description of the admin menu here.

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