Manage Documents
Create signature requests and track the status
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
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
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
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
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
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
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
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
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
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