Understanding Penneo Simple Electronic Signatures (SES)

Understanding Penneo Simple Electronic Signatures (SES)

A Simple Electronic Signature (SES) allows recipients to sign by drawing, typing text, or uploading an image of their handwritten signature (max 2 MB).

• Security & Compliance: SES records the signer's IP address, date, and time to ensure document integrity. However, it is less secure than an electronic ID (eID) and does not meet all eIDAS Regulation requirements.
• Recommendation: Use SES as a last resort when a signer cannot access an eID.

Important Requirements Before You Start

• Admin Enablement: SES must be allowed in your company-wide settings by a Penneo administrator.
• Per-Signer Configuration: SES must be enabled individually for each recipient in a case file.
• Security Conflict: SES cannot be used if Access Control settings (Sensitive, Access Control, or Social Security Number) are active. You must disable these first.

How to Enable SES — Option 1: Via the Penneo Web Interface

1. Create a case file and click Add Recipient.
2. Click Show Advanced Options.
3. Under Signing Options, check the boxes for the preferred SES methods.
4. Click Add Recipient to save.

How to Enable SES — Option 2: Via the Penneo Desktop Application

1. Create a case file and navigate to the recipient details step.
2. Locate the Simple Electronic Signatures section to the right of the signer's details.
3. Check the boxes for the allowed signature types.
4. Click Next to finalize.

Note on Post-Send Modifications: You can still enable SES after a case file has been sent. However, this must be done via the Penneo web archive; it cannot be done within the Desktop Application.