Setting Up User Options

To select the default envelope status that will be used to display the Web Signature envelopes on the My Queue window, select the default option from the Document Status drop-down list on the User Profile - My Queue tab. The valid values are: Draft, Voided, Created, Deleted, Sent, Delivered, Signed, Declined, Completed, and TimedOut.

On the User - Update window, select the Allow to be Signing Host check box to designate an employee as the signing host when the Type field is Hosted Signer on the Envelopes - Address tab. Signing Hosts must know the assigned account password for the credit union to access the third-party signature processor. The E-Mail Address field lets you enter an email address for each of your credit union employees. The employee email address will appear on the Envelopes – Address tab for the Hosted Signer.