Knowledge Base

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Knowledge Base

User Experience

User Experience

For licensed users of SIGNiX

Tagging Documents

Pre-Tagged Documents

Tagging Documents - How to Order Fields Properly

Mandatory vs. Optional Fields

The Type Field

Adding and Editing Text Fields

Other Fields

How do I add a checkbox or text box to a document?

How to resize fields

How do I make text fields required on a pre-tagged PDF?

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Creating a Transaction

Signer Attachment Feature

PharmaDox - Info and How To Use

Can multiple documents be included in a single transaction?

How do I create a new transaction with SIGNiX?

Features

What is the delegation feature?

ReadyDox Feature

How Do I Create the Mass Mailer CSV Import File?

Certificate of Completion

Common Issues

What does the "NOTICE: Email Not Delivered" email I received mean?

Failed to Verify Information

Why did my transaction expire?

Bounced Email Address

Error Message Key Words

My browser seems to freeze up or hangs while loading my documents.

I’m trying to drag checkboxes and text fields onto the document, but the fields are greyed out. What’s going on?

Error Message says "service type for P01"

My account was disabled. What should I do?

The text box option is greyed out, and I can't select it. What should I do?

Transactions are failing when using an apostrophe, hyphen or unusual character in their name. How do I resolve this?

Invalid Party Data

One of my signers has been disabled/locked out on their first visit to the site? What’s going on?

The checkbox option is greyed out, and I can't add it to my document. What should I do?

I get an error saying “Internet not responding”

I’ve created a document with only optional fields, but my transaction is not working. What’s the problem?

I've entered a correct cell phone number for authentication, but I keep getting an error message. What's wrong?

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PDF Compatibility

How to Flatten a Document

Will data on the original PDF still be accessible after signing?

PDF Version Numbers - What is this and Why is it Important?

How to tell if a PDF is Password Protected

Signers Tab

Order of Signers on a Transaction

CC List - Carbon Copy List, what is that?

The Address Book Feature

Changing signers

How do I use the Mass Mailer feature?

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Documents Tab

How can I change a document's name?

What types of documents can be signed with SIGNiX?

How can I reorder documents in a transaction?

Document Requirements - What can you upload for signature?

Transactional Emails

Email Delays - How to Help Signers Get Their Links to Sign

How do I send reminders to signers if they forget to sign?

Document Center

Where Saved Transactions are Found

Other

Software Release Notes

How many signers can I have in each transaction?

What are the system requirements for SIGNiX’s technology?

What mobile operating systems and browsers do you support?

Can I resume an expired transaction?

How can you require a client to fill in a blank form before they are allowed to sign?

I tasked my signers with acknowledging several documents. How do I check that they completed that task?

What is the "party's role" I see when I'm adding a party?

How do I collect/extract data from document fields to submit to my back office systems?

How to Update your Signature Appearance

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