Locating advanced form template options
Advanced Penneo form template options can be found and enabled immediately after the Form Template Fields section, located under the Add form field and Save and continue buttons. These additional settings are organized into four primary areas: Template Settings, Signing options, Co-signers and the ability to Set a Custom Document title and Set a Custom Casefile title to improve searchability in the document archive.
Co-signer and attachment settings
If you enable the Allow Co-Signer option in a Penneo form template, a menu appears on the right for the person filling in the form to enter a Co-signer’s Name and Email address. Enabling this feature reveals the Require Co-signer option; checking this box makes the presence of a Co-signer mandatory, meaning the form cannot be completed or signed until the Name and Email fields for the Co-signer are filled out.
When the Allow Attachments option is enabled, the person filling in the form can upload one or more files as attachments, with a size limit of 2 MB per file. These attachments are stored in the same case file as the completed form in the designated storage folder. If you enable the Require Attachments option, uploading a file becomes mandatory for the person filling in the form to successfully complete and sign the document.
Form security and electronic signature settings
Enabling the Sensitive Information option in Penneo form templates prevents the completed and signed form from being attached to the finalization email sent to the owner and the signer. Instead, the form owner can access the document via their account, and the signer can access it in a private archive by logging into https://app.penneo.com/ with the same eID used for signing. Note that the Sensitive Information option and Simple Electronic Signatures are mutually exclusive and cannot be enabled at the same time.
Under Signing Options, you can enable the Enable Simple Electronic Signatures setting to allow signers to use the Simple Electronic Signature method. This option remains unavailable if the Sensitive Information setting is currently active.
Custom title templates and merge fields
By clicking on Show Advanced options, you can access the Set a Custom Document title and Set a Custom Casefile title fields to customize how completed forms are named in the archive. By default, case files are named after the person who signs the form; customizing these titles ensures that files are easier to locate within your chosen storage folder.
You can customize titles by typing static text and inserting merge fields in the input fields provided. A merge field reproduces a specific value from the form template fields, such as {{NAME_OF_THE_TEMPLATE_FIELD}}. To add a merge field, select the desired field from the drop-down menu—which includes mandatory fields like Recipient Name and Recipient Email—and click Add Field.
For example, setting a Custom Casefile Title as Employee information for {{RECIPIENT_NAME}} ensures that all resulting case files start with ‘Employee information for’ followed by the dynamic name of the recipient who filled in the form. This structure makes it easy to identify individual files and group related documents together.
It is highly recommended to customize at least the Casefile Title by adding at least one merge field. Using only a general title like ‘Employee information’ without merge fields will result in multiple case files having identical names, requiring you to open each file to identify the signer.