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RSign Storage Settings

This video reviews the RSign® Storage Settings. These include: Store Signed PDF, Store Original Document, Store Signature Certificate, Store Email Body, Allow Users to Delete Signed Contracts, Allow Users to Delete Email Body, and Allow Users to Delete Original Content.
 

Step-by-Step Instructions

There are three main options under the Display on Send Tab:
Active, Disable, and View Only

• When the setting is set to Active, this setting is available in the options section of the Send Tab.
• When the setting is set to Disable, the setting is not available.
• If View Only is selected, the setting is visible but not editable.

The Default settings will have the options of selecting either No or Yes.

The settings are:

1. Store Signed PDF: the signed document will be stored withing the RSign® Portal.
2. Store Original Document: The original document will be stored within the RSign® Portal.
3. Store Signature Certificate: The signature certificate will be stored within the RSign® Portal.
4. Store Email Body: The email body will be stored within the RSign® Portal. The above settings are all stored in the Envelopes tab within the actual envelope.
5. Allow Users to Delete Signed Contracts: This will allow you to delete the signed document for privacy.
6. Allow Users to Delete Email Body: This will allow you to delete the email body for privacy.
7. Allow Users to Delete Original Document: This will allow you to delete the original document all from within the Envelopes tab within the envelope.
8. When you make a change, make sure to select the ‘Save’ button.