Summary
Syngrafii's 3.1 release brings:
- New templating features such as Custom Fields to ease repetitive data entry in a signing, and Custom Date Format options for the signer date field.
- iinked Certificates - Support for user provided digital certificates to add a Digital Signature to documents being signed for Remote Online Notarization.
- German Language is now supported.
- And other enhanced features are outlined below.
New Features
- Templating - Custom Fields
- Users have the ability to create Custom Fields for document signing in addition to the pre-defined fields in Syngrafii. Custom fields can be used when creating Packages, Templates, or iinked Forms. Examples of a custom field could be a multi-line text field for an Address, a text field for a Date of Birth, or an Investment Amount for a Subscription Agreement.
- Custom fields can have the following access levels assigned to them:
- Package - available only for the created Package.
- Private - available only for the Member who created the custom field.
- Organization - available for all Members in the Organization to use.
- Other available options for a field:
- Optional - set this field as optional
- Read Only - if a value is set for this field, it will be read-only and cannot be changed.
- Collect At Start - if enabled, this field will be collected at the beginning of the signing Package. The user will be presented with a dialog to fill in all fields marked as collect at start.
- Users can create duplicate custom fields in the templating editor to create new fields.
- See How to Create Custom Template Fields
- See How to Add Custom Fields to Documents
- Templating - Date Format
- When a Signer Date field is added to a document, you are now able to select a date format such as Day, Day with Suffix, and Long/Short Month, among other formats as outlined here. When a signer executes the document, the current date will be used to complete the field as requested.
- Templating - Checkboxes and Radio Buttons
- Grouped Checkboxes and Radio Buttons can now span over multiple pages.
- iinked Certificates™
- Users have the ability to upload to their profile, a Document Signing Certificate that is issued by a Certificate Authority to add their Digital Signature to the documents that they are signing. This feature allows Notaries to comply with various online notarization regulations.
- Users can associate an iinked Seal™ to the digital certificate to add a custom visual representation of the digital signature when it is added to a document.
- See How to Add an iinked Certificate™ to your profile.
- See How to Add iinked Certificates to Documents while templating.
- German Language Support
- Syngrafii has now added the German language in addition to English, French, and Spanish.
- Date Formatting Locale
- Formatting Locale has been added to the Organization Settings. This is used to determine the locale format of templated date fields.
- A Formatting tab has also been added to the Package Options when creating or editing a signing, to allow you to change the time zone and formatting for a specific Package.