Opt-out from Digital Signature
If you select the Opt-out checkbox in the “Send Document for Digital Signature” dialog box for one or more signers, then:
Those signers will not receive a Digital Signature request. You would have to use an alternate contact method to request the signer to physically sign the document.
Availing the Opt-out feature
Select the student and open the document.
Click More and choose Submit Document for Digital Signature.
The next dialog box presents the mentioned options:
The Signing Option drop-down field displays two options: Sign through email and Sign now.
The Router Order drop-down field displays two options: Send to all email signers at the same time and Send to staff email signers first and then to non-staff.
The Router Order drop-down field appears on the dialog box only when:
The document is being sent to more than one parent at a time.
The document is being sent to one or more parents and a staffer together.
However, you can still use the Override Preference drop-down field to change the preference at each signer level to set it either as “Email” or “Sign Now”.
In the next step, you must select the checkbox for Opt-out for one or more specific signers individually, and click send.
The table shown here explains how choosing the Opt-out checkbox affects the outcome.
Signing Preference Used | Override Preference Used | Opt-out Selected | Outcome |
|---|---|---|---|
Send through Email | Yes | No email is sent to the user. The next screen of the dialog box shows the status of the concerned signer as:
| |
Send through Email | Sign Now | Yes | The dialog box to sign the document is not displayed. The next screen of the dialog box shows the status of the concerned signer as:
|
Sign Now | Yes | No email is sent to the user. The next screen of the dialog box shows the status of the concerned signer as:
| |
Sign Now | Sign Now | Yes | The dialog box to sign the document is not displayed. The next screen of the dialog box shows the status of the concerned signer as:
|