You can modify the following items on the Settings page.
1. Select from the drop-down menu a folder where completed forms are saved. If you want to save the forms in another folder, create a new folder using the Archive - New folder command in the Visma Sign online user interface. It is advisable to save your forms in different folders instead of the root, because you can assign access rights to individual folders by user group.
2. You can add your company logo or other visual element on the form. You can place the logo at the top of the form, on the left, middle or right. The logo will be displayed when filling in the form, and saved in the signed document.
3. Bank authentication may not work within an embedded element with some browsers. Visma Sign can open bank authentication outside an embedded object, but this will take the user back to the vismasignforms.com address. You can also adjust the return address if you want the user always to return to your own website.
4. You can decide whether the signer will receive a standard message or a modified message from you after a successful signature. The message contains a download link, enabling signers to instantly download their completed forms in PDF format. The form is also saved in the signer’s Visma Sign archive, and depending on the email choice made earlier, it can also be emailed to the account designated by the signer as an attachment.
A third alternative is to direct the signer after a successful signature to any URL of your choice. Copy the address from the browser’s address bar, for example. If you are directing the signer to a website, the link for downloading the completed form cannot be shown, and you will have to send the signed copy yourself, if necessary.
5. The same alternatives are available following a failed signature attempt regarding the message and landing website. The signature can fail at least for the following reasons:
- the signer interrupts the bank or mobile authentication
- the signer enters the wrong identifier
- a technical error occurs in bank or mobile authentication
- the signer leaves the authentication screen open for too long without entering the credentials
6. Lastly you can select the form’s default country. The authentication methods of your chosen country will be shown to the person filling in the form by default. Users may, however, also use other countries’ authentication methods.
7. Click Save when you are ready with the settings.
You then go on to the Publish page, containing the completed form, and an iFrame code for embedding the form. Read more about Online form publication and sending.
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