Sey4sign setup

Before signing documents, it's important to define the basic parameters, based on which the signing process works.

Sey4Sign Setup

After finding the function is displayed Sey4Sign Setup Card, which serves to set basic parameters for electronic signing.

General

• Whole Sign Expiration

  • This field refers to the total time limit set for the entire signing process to be completed by all parties involved. If this time expires before all required signatures are collected, the signing request becomes invalid or expires.

  • E.g. if there is value 7D, it means all signers must complete their signatures within that time frame, or the request will expire

• Workflow User Due Date (hrs.)

  • Specifies the maximum number of hours allotted to an individual user (or signer) to complete their part of the workflow once it's their turn.

  • E.g. if Workflow User Due Date is 24 hours, then each signer has 24 hours from the time they receive the document to sign it before their part is considered overdue.

• Notify Result E-mails

  • On entered email address that will be send the status of the signing workflow of the document (e.g., completed, expired, rejected).

• Notification Expiration Hours Before

  • This setting defines how many hours before the signing expiration a reminder notification should be sent to participants (typically signers or reviewers) who have not yet completed their task.

  • E.g. if the Whole Sign Expiration is set to 72 hours, and Notification Expiration Hours Before is set to 12, then a notification will be sent 12 hours before the 72-hour expiration (i.e., at hour 60), reminding participants that time is almost up.

• Notification Not Finished Hours

  • Specifies the interval (in hours) after which the system will send a reminder notification to participants who have not yet completed their part of the signing process (e.g., not yet signed or approved).

  • E.g. if Notification Not Finished Hours is set to 24, the user will receive a reminder 24 hours after receiving the request if they haven't finished their task.

• Default Language Code

  • Choose the default language of the email and document from the list of Languages

Connection

Access data to the service are entered here. The data for the fields are provided by a combination of the service provider (Sey4Sign) and your organization's internal system administrators or developers during setup or integration.

Default Signing Lines

In Sey4Sign, the Default Signing Lines section helps define the sequence and structure of signers in a workflow template or signing process. When you're configuring this section, you're specifying who will sign, in what order, and as part of which groups (if any).

• Functions

  • Add Group

    • Creates a new group of signers in the default signing line.

    • Groups are typically used to segment signers logically or by role, such as “Managers”, “Legal”, “Finance”, etc.

    • Within a group, you can add multiple people (see "Add Person").

    • You can also define whether signers in a group sign in parallel (any order) or serially (one after the other).

  • Remove Group

    • Deletes a previously created signer group from the signing line.

    • Removes the group and all people inside it from the default signing sequence.

  • Add Person

    • Adds an individual signer to a selected group.

    • Allows you to define specific users, roles, or placeholders (e.g., "Manager", "Employee") within a group.

    • You can specify signer order, email, role, and often authorization level.

• Fields

  • Name

    • The name of the group or signer

    • Appears in the signing interface and emails for identification

  • Order No.

    • The position in the signing sequence for this person or group.

    • Defines the signing order — e.g.,

      • Order 1 signs first,

      • Order 2 next, and so on.

  • Group Type

    • Specifies how signers in a group behave.

      • Empty

      • Sign

      • Approve

  • Person Type

    • Classifies the signer based on how they're defined:

      • Contact

        • Once Contact is select, we are able to select Contact from Contact List which has define Type = Company via field Company No.

      • Customer

        • Once Customer is selected, we are able to select Customer from Customer List via field Person No.

      • Vendor

        • Once Vendor is selected, we are able to select Vendor from Vendor List via field Person No.

      • Employee

        • Once Employee is selected, we are able to select Employee from Employee List via field Person No.

      • Salesperson/Purchaser

        • Once Salesperson/Purchaser is selected, we are able to select Salesperson or Purchaser from Salespeople/Purchasers List via field Person No.

  • Company No.

    • Connection with choice of Person Type = Contact

  • Person No.

    • Connection with choice of Person Type = Customer, Vendor, Employee, Salesperson/Purchaser

  • Email

    • The email address where the signing invitation will be sent.

  • Phone No.

    • The signer’s phone number, usually used for 2FA (two-factor authentication) or SMS reminders.

    • Optional unless additional identity verification is required.

  • Min. Singers in Group

    • Specifies the minimum number of signers within a group required to complete the signing step.

    • Useful in large groups where not everyone must sign (e.g., “at least 2 of 3 managers”).

  • Workflow Run Type

    • Determines the triggering type for the workflow run.

      • Serial

        • Signers sign one after another (in order).

      • Parallel

        • All group members can sign at the same time.

  • Language Code

    • Sets the language for emails, signing interface, and notifications for the signer.

  • Signing Status

    • Current status of the signer’s action.

    • Possible values:

      • Pending

        • Awaiting signature

      • Signed

        • Completed

      • Declined

        • Refused to sign

      • Expired

        • Signing window closed

      • Skipped

        • Bypassed due to logic rules