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ConsignO Cloud User Guide

9 Topics

Generate usage reports

Only users who are designated as an Administrator or Manager under the Business or Enterprise plan have access to generate usage reports. You can access the usage “Reports” page ...

Person to notify

The “Person to Notify” function automatically notifies a defined person so that they can access the documents of the completed signature project. This person then receives an email allowing him ...

Approver

The Approver function allows you to define a person who will be responsible for approving the signature project or ending it by refusing it. The approver can be added at ...

Signature Delegation

1- Signatory experience: Delegating signing Signature delegation allows a signatory to transfer the signature of one or more project documents to another person. Note: The signature can be transferred multiple ...

Recipients Group

A recipients group allows a project initiator to assign a signature to multiple people, but only one person’s signature is required. On the project creation page, click on the “…” ...

In-Person Signing

Hardware Configuration and Considerations • For the best signing experience, it is recommended to use a touchscreen with a stylus during in-person signing sessions, as using a mouse or touchpad ...

Documents Sharing

The document sharing function allows a project initiator to securely transmit one or more documents to one or more recipients of their choice. Warnings: All shared documents are converted to ...

API Access

To access the API, the platform must authenticate itself using an authentication key and a secret code. If you hold the role of Administrator or Manager, you can access the ...

The Certified Copy

The certified copy allows the distribution of a document to the general public without sharing the information on the identity of the signatories included in the digital signatures : email ...