Kim-Marwin Reglin
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Articles
Recent activity by Kim-Marwin Reglin-
Creating Identity Validation Requests
Overview of identity validation in PenneoThe Penneo identity validation feature allows users to request specific information and documents from recipients. Recipients receive an automated email con...
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Creating Case Files for Signature (Advanced)
Initializing case file creation in PenneoTo begin sending documents for digital signing in the Penneo web interface, you must first initialize a new case file. After logging into Penneo, click the ...
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Configuring Penneo Form Template Fields
Setting up fields in Penneo form templatesThis article provides instructions on how to set up fields within Penneo form templates. These fields appear in the final form for the recipient to fill in...
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Conditional Signing for Penneo Board Members
Overview of conditional signing for board membersConditional signing is a feature active only on specific Penneo case file types that include the role ‘board member’ in the signing flow. This featu...
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Company Interface Branding
Branding and account types in PenneoThe Penneo Branding settings allow you to establish your company’s visual identity by configuring logos and colors. These settings affect the user interface with...
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Company Email Signatures
Overview of Penneo company email signaturesAdministrators can create a company email signature that Penneo automatically adds to all emails sent through the system. Since Penneo sends all automated...
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Company Account Settings Management
Administrator access and permissionsPenneo company account settings are restricted to administrators. Users without administrator rights cannot view or modify these settings. Administrators should ...
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Case File Reminder Intervals
Configuring default reminder intervalsThe Default reminder interval setting determines how frequently signers receive automated reminders if they haven't yet signed a document. This interval is aut...
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Managing Case Files and Folders in Penneo
Deleting and restoring case files and foldersManage your archive by removing unnecessary files or recovering items deleted by mistake.Before you delete: Deleting a case file with Pending signers im...
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Automatic Data Deletion Policy
Overview and policy scopePenneo provides an automatic data deletion feature that allows administrators to set the number of days, months, or years after which case files are automatically moved to ...