The Package originator can control the Advanced Options available in a Package.
When creating and customizing a Package, click on the Advanced tab in the Package Options.
Under Advanced, there are four toggle switches and three dropdowns:
- Disable AcroForms: This option allows the ability to disable acrofields (non-iinked fields that were already present in a PDF) in documents. This ensures that your signers will not see the fillable fields that were originally in the PDF document while signing.
Sample document with Acrofields - Disable AcroForms not disabled
Sample document with Acrofields - Disable AcroForms disabled
- Flattening of form fields: How To Control Flattening of Form Fields
Compliance Audit Certificate
Appending CAC page to documents to sign: Users can now configure the behavior of how many times the CAC page needs to be signed by each signer in a Package.
The available options are:
- All Documents - each signer needs to sign a CAC page on each document in the Package.
- First Document - each signer needs to sign a CAC page only on the first document in the Package.
- Last Document - each signer needs to sign a CAC page only on the last document in the Package.
Append CAC - By enabling this option, signers will receive the Executed Documents with the Compliance Audit Certificate appended to the end of each document instead of as a separate attachment.
Append CAC - Enabled
Supporting Identification Placeholders: Users can now decide whether to Show/Hide supporting ID placeholders on the CAC page.
ID Placeholders - Enabled
ID Placeholders - Disabled
- Signature Ink Colour: How to Change the Colour of Ink Signatures
- Enhanced Privacy: How to Enable Enhanced Privacy in Package Options
- QR Code - This option allows the addition of a Document Identifier to the footer of each page that can be scanned to request access to the document's MasterFile. By default, this option is disabled.
QR Code - Enabled
You can set the option you want for all your future Packages by updating the
Signing Defaults values: Set Your Signing Defaults