Signority Signature Tag and Variables Reference

Signority signature tags and variables configure signer contact information, signing order, and e-signature progress tracking in SmartSimple.

Signature Tag Parameters

The signature tag defines the contact information and signing order for each signer. Separate each parameter with a semicolon.

<!--signature email;firstname;lastname;sequenceNo-->

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Signature Line Placement

The signature line is placed in the Web Page View by inserting exactly 37 underscores at the location where a signature is required.

_____________________________________

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Signee Email Subject and Body Tags

Signers receive an email containing a link to view and sign the document. Add the following tags to the Web Page View to customize the email subject and body. Variables and plain text can be used within these tags.

Example:

<!--SignatureEmailSubject System No: @opportunityid@-->

<!--SignatureEmailBody Please sign for record #: @opportunityid@-->

<!--SignatureExpiryDays 7-->

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HTML Examples

Single Signature

For a single signer, reference custom fields that contain the signer's email, first name, and last name. In the example below, the recipient has been added as a contact with the UTA/module role of Signee.

<!--signature @contact.Signee.email@;@contact.Signee.firstname@;@contact.Signee.lastname@;1-->
_____________________________________<br />
Name : @contact.Signee.fullname@<br />
Title : @contact.Signee.title@ <br />

The parameters can also be hard-coded when a specific contact will consistently be signing the document.

<!--signature support@smartsimple.com;SmartSimple;Support;1-->
_____________________________________<br />
Name : SmartSimple Support<br />
Title : Support <br />

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Multiple Signatures

Use List Syntax for contacts in combination with the <!--Signature--> tag and the 37-underscore signature line.

Sequential Signatures

The signing order is determined by the arrangement of signers on the Web Page View. If sorting by a criterion other than signing number, such as by name, leave the sequence parameter blank. The system automatically assigns a number upon submission.

The following example retrieves all contacts associated with Level 1 with a role ID of 10991 or 10992, and sorts contacts by the value of UTA/module role field 1359726.

[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)
<!--signature ~email~;~firstname~;~lastname~;$?opr_1359726$-->
_____________________________________<br />
Name : ~firstname~ ~lastname~<br />
Title : ~title~<br />
#]

Field #1359726 is a Select One - Combo Box with options: ;1;2;3;4;5...n

Parallel Signing

Assign the same sequence number to all signers within a group. All signers sharing the same sequence number receive the signing request simultaneously.

[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)
<!--signature ~email~;~firstname~;~lastname~;1-->
_____________________________________<br />
Name : ~firstname~ ~lastname~<br />
Title : ~title~<br />
#]

Parallel Signing with Multiple Sequence Groups

Configure the signature tag with multiple sequence numbers. Once the first group, contacts with role IDs 10991 or 10992, completes signing, the request is sent to the next group, contacts with role ID 10993. When all signatures in that group are complete, the request moves to the following group, or the document is finalized if no further groups remain.

[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)
<!--signature ~email~;~firstname~;~lastname~;1-->
_____________________________________<br />
Name : ~firstname~ ~lastname~<br />
Title : ~title~<br />
#]

[#(?object=contact;criteria=roleid='10993';orderby=tbl_1359726.valuestr)
<!--signature ~email~;~firstname~;~lastname~;2-->
_____________________________________<br />
Name : ~firstname~ ~lastname~<br />
Title : ~title~<br />
#]

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Signority Variables

SmartSimple's online document signing capability enables users to monitor the entire signing process. Use the variables below to display e-signature submission progress.

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