New Signature

Use the New Signature dialog to create a signature resource.

This dialog contains:

• the Name of the signature – you cannot use the following characters: \ / : * ? " < > | ( )
  • If you enter an invalid character, the OK button is disabled and remains disabled till the invalid character is deleted from the Name field.
  • If you change the signature type while there are invalid characters in the Name field, a yellow triangle is displayed next to the name; hover your cursor over the triangle to view a message that indicates the invalid characters.
• the Type of the signature – select from the following types:
  • AssureSign Signature Block
  • DocuSign Signature Block
  • PDF Placeholder
  • Silanis Signature Block
• the Additional Attributes of the signature – will change according to the type of signature selected. The list of attributes for various signature types is as follows:
  • AssureSign Signature Block:
    • Signatory - Freeform text. The signature's alternate text is populated with a combination of the signature type and the signatory text when Documaker document is converted. For example, if the signature type is AssureSign and the signatory text is “AssureSign signature in the Loan Application form”, the Alternate Text of the signature object in the section created by converting the Documaker document in Documaker Studio will show "AssureSign Signature Block, AssureSign signature in the Loan Application form"
    • Input Method - The document offers a place to 'sign' the document with signatures or initials. Signature properties are shown based on the selected Input Method. The Written Input Method creates a signature JotBlock which asks the signer to use their mouse, finger or stylus sign. The Typed Input Method creates a signature JotBlock that allows the signers to type their input using a keyboard.
    • Input Type - The Input Type for the selected Input Method. For Input Method of Written, the Input Type is Signatory; the signature JotBlock is filled by the signatory. For Input Method of Typed, selections include Fixed, Parameter or Signatory.
    • Signing Order - The signing order defines the signing sequence when there are multiple signatures. This may be important if numerous signature blocks will not be signed in the top-down/left-right order.
    • Signing Step - The signing step defines the number of steps. Generally, if only one signature will be signing, signing occurs in a single step. If there are multiple signatories, JotBlocks may be signed in a single step or in multiple (sequential) steps.
    • Required - The Required flag indicates whether the signatory’s signature is required.
  • DocuSign Signature Block:
    • Signatory - Freeform text. The signature's alternate text is populated with a combination of the signature type and the signatory text when the Documaker document is converted. For example, if the signature type is DocuSign and the signatory text is “DocuSign signature in the Loan Application form”, the Alternate Text of the signature object in the section created by converting the Documaker document in Documaker Studio will show "DocuSign Signature Block, DocuSign signature in the Loan Application form"
    • Signer Type - Indicates the signing role. The role is attached to a user which in turn links an approval block to a user. A user assigned to this role can sign this block. The various roles include Agent, Carbon Copy, Certified Delivery, Editor, In Person Signer, Intermediary, and Signer (default).
    • Require ID Lookup - Indicates whether the recipient is required to complete an ID Check or Phone Authentication check.
    • Routing Order - Controls the routing order in which the recipients receive email notifications once previous recipients have completed the document.
    • Signer Name - This option defines the Signer's Name signature block mapping.
  • PDF Placeholder:
    • Signatory - Freeform text. The signature's alternate text is populated with a combination of the signature type and the signatory text when the Documaker document is converted. For example, if the signature type is PDF Placeholder and the signatory text is “PDF Placeholder signature in the Loan Application form”, the Alternate Text of the signature object in the section created by converting the Documaker document in Documaker Studio will show "PDF Placeholder Signature Block, PDF Placeholder signature in the Loan Application form"
  • Silanis Signature Block:
    • Signatory - Freeform text. The signature's alternate text is populated with a combination of the signature type and the signatory text when the Documaker document is converted. For example, if the signature type is Silanis and the signatory text is “Silanis signature in the Loan Application form”, the Alternate Text of the signature object in the section created by converting the Documaker document in Documaker Studio will show "Silanis Signature Block, Silanis signature in the Loan Application form"
    • Input Method - The document offers a place to 'sign' the document with signatures or initials. Signature properties are shown based on the selected Input Method. Select the Click to Sign option when the document recipient clicks a box to sign the document. Use the Input Device property in order to use one of two signature input types; Signature or Initials.
    • Authenticate - Enables the authentication option; the signer will need to prove their identity to access e-sign session.
    • Order Number - It is an integer value and defines the signing order of multiple signature blocks if they are not being signed in a top-down/left-right order.
    • Input Type - Indicates the input type. Choose from Signature (hand-scripted signature) or Initials (click to Initial).
• the Mobile Attributes Omit and Context options are available for all signature types.
  • Omit - When selected, omits the signature object from Mobile output.
  • Context - Can be used to define a custom context tag for the signature object. Select a context from the list of available context tags or key a context tag.

  Note

  If you have not purchased and installed Documaker Mobile, the required mobile attributes Omit and Context will be disabled. To purchase Documaker Mobile visit My Oracle Support website or contact your Oracle sales representative.

You can also create new signature objects through Manage Resources window.

See Also

• Inserting a Signature

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