Manage Documents

Create signature requests and track the status

How To Create a Document with Signature Request
You can create a new document for signing from a template or from any document. To create a document from a template, navigate to omniSign \ Templates, ...
Wed, 6 Dec, 2023 at 1:59 PM
Managing Document Storage Providers
You can connect your Document files with a specific storage provider. Any files you upload with this document will be stored using that storage provider. Le...
Wed, 6 Dec, 2023 at 1:58 PM
Document Signature Workflow
Navigate to omniSign \ Documents and select Edit next to a document you want to edit. Navigate to Workflow section to configure document workflow and wh...
Sat, 5 Aug, 2023 at 5:04 PM
Collect Consent at Signing
When document is signed, you can request to consent to your terms and conditions.  First navigate to manage document omniSign \ Documents. Select Edit ne...
Sat, 5 Aug, 2023 at 5:14 PM
Document Specific Custom Fields
You can configure document specific  custom fields to collect additional information on document signing. Navigate to omniSign \ Documents and select E...
Sun, 6 Aug, 2023 at 11:45 AM
Document e-Signature Confirmation on mobile device
Enable signers to track their document e-signature with Mobile Wallet, receive updates and notifications on their Mobile Phones with immediate access to doc...
Mon, 20 Dec, 2021 at 7:22 PM
Document E-Signature Tracking on Blockchain
You can connect your document to the Blockchain to track signing submission and updates. Navigate to omniSign \ Documents and select Edit next to the do...
Sun, 6 Aug, 2023 at 11:55 AM
Manage Document Files: Documents, Images, From Url
Once you create a Document, you can manage document files like Images, Documents and files From Url. Navigate to the document you want to manage from om...
Fri, 4 Aug, 2023 at 11:41 AM
How secure Document Signing with User Roles
Your application might want to use user roles to control access to Sign and View documents. Navigate to Permissions section to secure your document signing ...
Fri, 4 Aug, 2023 at 7:57 PM
How To Customize Document Signature Timeout
By default, your customer will be required to reload the documents if not signed within 60 minutes.  You can override how long you will give your custom...
Wed, 6 Dec, 2023 at 1:58 PM