An account administrator is a person who uses the software for creating signing packages or template packages. The account administrator will initiate the SignDoc Standard sequence and administrate roles of users within the account. An account can have more than one administrator.

Any is used when an editable field (text field, check box) can be filled by each recipient with the role signer.

Authentication is an option to limit access to the signing package to authorized persons only.

The autocomplete search is a search function that helps finish what is being typed by comparing the current text with that which was entered previously.

A signing package has the status completed when all recipients have fulfilled the required actions. No recipient has declined the signing package.

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A signing package has the status declined when a recipient has declined to sign or review the signing package.

A final document is a PDF file containing the audit trail information and the signed PDF documents.

In-person signing allows one or more persons to review and/or sign the documents with the assistance of the signing host (the account holder).

The participants of the signing session need to be physically present.

The signing host will facilitate but not necessarily participate in the signing session. The signing host will oversee that control of the signing device is passed on to the active signer.

A SignDoc Standard user is a person who will initiate the SignDoc Standard sequence.

A user:

• creates a signing package or a template package
• manages his own created tasks
• creates and maintains workflow
• views (dashboard) / receives (email) status information / notifications
• receives audit data specific information

• can not edit the contents of interactive fields
• must accept the e-sign consent
• must open the document
• can decline or complete a package only once. A reviewer must provide a decline reason.

Signer is a role of a recipient.

A signer:

• has interactive fields assigned to
• can edit the contents of interactive fields if the field is not set to readonly
• must accept the e-sign consent before completing the document
• must open the document. If all fields are marked as optional for the signer, the document is immediately considered completed after it is opened.
• must complete all required fields of a document that have been uniquely assigned to the signer
• can complete or decline a package only once. A signer must provide a decline reason.

A signing package is a container used to send one or more documents for signing or reviewing. A signing package can have multiple multi-page documents and several recipients with different roles.

A team is responsible for a certain set of signing packages of one SignDoc Standard account.

A team manager is a SignDoc Standard user defined to administrate a team. A team can have more than one manager.

A team manager:

• assigns team manager for this team
• invites users to become a team member

A team member is a SignDoc Standard user associated with the account and with signing packages and template packages of a team.

A template package is a container that can have multiple multi-page documents and several recipient aliases with different roles.

The sender of the signing package (SignDoc Standard user) has canceled the signing package.