Signature field customization allows you to choose which information will be visible for each signatory, in order to adapt signatures to your requirements in terms of confidentiality and precision.
Where to customize the signature
The customized signature can be configured at three key moments in the contract lifecycle:
In the template editor
Define the default signature fields for each contract template.
In the contract editor
Adjust the signature fields for a specific contract.
In suggestion or comment-only rights, it is not possible to customize the signature in the editor.
On the signature preparation page
Adjust the fields before sending the contract for signature.
Once the contract has been sent for signature, the signature fields can no longer be modified: to adjust them, you must first cancel the signature request, then modify the fields on the preparation page before resending the contract for signature.
Customizable fields
Here are the fields you can enable or disable for each signatory:
Company name: display or hide the signatory's company name.
Signature zone: the location where the signatory will place their signature.
Name: display or hide the signatory's full name.
Job title: add the signatory's position or professional title.
The next time you sign, the job title you usually enter will be automatically saved.
The "Job title" field will then be pre-filled for your future signatures. You can of course modify it at any time from the settings, if you wish.
Note: we also save the roles of guests.
Email: hide the email address for more privacy.
Place of signature: indicate where the signature will be placed.
Date and time: specify the date and time of the signature.
Mention: add a specific note for the signatory if necessary (example: "Read and approved").
You can define a different mention for each party (My party / Counterparty),
or require a mention for only one of the parties.
Validation of mention content
The platform allows you to block the signature if the text entered does not exactly match the expected text.
This ensures the compliance of the signed document, particularly in cases where precise legal wording is required.
Unknown information
Information not known about a signatory will be requested once during their first signature, and the custom mention will then need to be retyped.