Feature Settings

Use the Feature Settings to determine what features your senders can use while configuring a transaction.

Under Document Management Apps, navigate to Feature Settings for the following options:

General

Override Recipients Preferred Language - When enabled, allows the sender to specify a display language for any recipient before sending.
Disable Footer - When enabled, the application footer is no longer displayed in the sender interface.

Enable Q&A Authentication - Enables Q&A Authentication to be configured for recipients
Mask Recipient Answers During Q&A Authentication - Allows configuring the default value of the ‘Mask response’ toggle for Q&A Authentication. The sender can override this setting when configuring Q&A Authentication.
Require Recipient Authentication - Requires all recipients of a transaction to be assigned an authentication method. When enabled, the transaction cannot be sent out for signature unless all recipients have an associated authentication method.

Enable Optional Signatures - Enables signatures to be flagged as optional. When Optional Signatures flag is set for a document, a recipient is not obligated to sign all of their signatures inside that document before completing the associated action.
Enable Conditional Fields - Enables the configuration of conditional fields. Refer to Conditional Fields for more details.
Enable Document Visibility - Enables the Document Visibility feature, which gives the ability to control which recipients can view specific documents in a transaction during signing.
Disable Removal of Electronic Consent document from Templates and Transactions - When enabled, senders can remove the Electronic Consent Document from a template or transaction.
Enable Recipient to Upload Attachment - Enables recipients to upload attachments to a transaction, allowing senders can ask recipients to upload one or more attachments.

Flatten documents for recipients - Ensures that documents downloaded or sent via email to recipients will be flattened (read-only) before being sent. When enabled, sent documents will always be flattened. If disabled, documents will: (1) be flattened if the transaction has not been completed; (2) remain active if the transaction has been completed.

Email Signed Documents and Evidence Summary - When enabled, the signed documents and the Evidence Summary will be sent by email to the transaction owner on completion.
Email Evidence Summary - When enabled, the Evidence Summary will be sent by email to the transaction owner on transaction completion.
Allow Document Deliver for Transaction Recipients - When enabled, senders have the option of delivering signed documents to signers as attachments in an email.

Disable Sending Signing Invitation Email to Recipients within an In-Person Signing Transaction - When enabled, recipients within an in-person signing transaction will receive the email invitation to sign.
Allow Account Senders to Host In-Person Signing Transactions - When enabled, recipients of an in-person signing transaction who are also senders within the same account are allowed to host the in-person signing transaction. When disabled, only the transaction owner will be allowed to host the in-person signing transaction.

Add Checkbox to the Top of the Consent Document - When enabled, allows signers to accept the Electronic Consent Document via checkbox at the top of the page. If disabled, signers can accept the document only via button at the bottom of the page.
Enable Transactions to be Sent to Mobile Devices - Enables transactions to be sent to mobile devices.
Enable the ‘Mobile Signature’ Type - Makes the Mobile Signature type available when documents are prepared for signature. The recipient will receive a link via email that redirects them to open the document on their mobile phone. The recipient is then required to draw their signature using their finger or a stylus.
Enable Signing via an Uploaded Image - Enables signers of the account’s transactions to apply their signature by uploading an image.