How to customize signature fields with Tomorro?
Customizing signature fields allows you to select which information will be visible to each signer, letting you adapt the signatures to your needs for confidentiality and accuracy.
Where to customize signature fields with Tomorro?
You can configure the custom signature at three key stages in the contract lifecycle:
In the template Editor: Set default information for each contract template.
In the project Editor: Modify signature settings for a specific project.
On the signature preparation page: Adjust information before sending the contract for signing.
What can be customized with this feature?
Here are the customizable elements for each signature:
Organization name: Show or hide the signer's organization name.
First and last name: Choose to display the signer's full name or not.
Signer’s title 🆕: Add the job title or professional position.
During your next signature, the job title you usually enter will be automatically saved.
The “Job Title” field will then be pre-filled for your future signatures. Of course, you’ll be able to edit it at any time from the settings, if you wish.
Note: We also save guests’ roles.
Email: Hide the email address for added privacy.
Signing location 🆕: Indicate the location where the signature was added.
Timestamp: Specify the date and time of the signature.
Custom note 🆕: Add a specific note for the signer, if needed (e.g., “Read and approved”).
Any unknown information about a signer will be requested once, at the time of their first signature, and the custom note must be manually re-entered.
Who can use this feature?
All users with access to the signature module can take advantage of these customization options.
You can find an interactive demo on how to use the custom signature by clicking on this link.