How To Change the Advanced Options in a Package

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: 

AcroForms

• 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

  

Other

• 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