Kim-Marwin Reglin
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Recent activity by Kim-Marwin Reglin-
Security & Privacy Configuration
Data ownership transfer on user deletionPenneo recommends enabling the option to allow transferring ownership of data upon user deletion. If this feature is not enabled when a user is deleted, all ...
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Sandbox Environment Management
Requesting access to the Penneo Sandbox environmentTo obtain access to a Penneo sandbox account, please reach out to Penneo via the chatbot. When submitting your request, please provide the company...
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Penneo Sign API Reference
Core documentationPenneo Sign core concepts and primary API documentation are available at the following resource: https://penneo.readme.io/docs/penneo-core-conceptsAPI environment references The P...
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PDF Standards and Visual Issues
Recommended PDF formats for PenneoTo ensure that Penneo reads files correctly, upload documents created in PDF/A or standard PDF format. Using these established standards ensures the platform can p...
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Modifying Signer Details After Dispatch
Overview of editable signer detailsThese instructions describe how to modify the settings and details of a signer that remain editable after a Penneo case file has been dispatched. If a specific se...
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Microsoft Entra AD & SSO Configuration
Configuring the Microsoft Entra ID (formerly Azure AD) integration ensures that users are automatically directed to the correct Penneo company account and can log in via Single Sign-On (SSO) withou...
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Mass Mailing in the Desktop App
Introduction to mass mailing in PenneoIf you need to send multiple case files based on the same document to different signers (mass mailing), you can use an advanced process involving the Penneo De...
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Managing Expired Invitation Links
Resolution for Penneo usersIf you are a Penneo user and receive an invitation link that has expired, contact your organization’s administrator to request a new one. Only a Penneo administrator has ...
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Managing Email Templates
Types of email templates in PenneoPenneo sends three types of emails to signing recipients, including the customizable Signing Request message.Penneo uses two primary categories of templates: Compa...
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Managing Contacts in Penneo
Contact book overview in PenneoWhen sending out case files and creating signers in Penneo, the system provides suggestions from the shared contact book based on the text entered in the relevant fie...