Send out Casefiles
Learn how to send out documents for signature, set up signing flows, add security options, and more
- How "Access Control" works
- How to create a case file to send documents out for digital signing
- How to set up a default email template
- How to send a registered letter
- Why have some characters been replaced or have the wrong font, or are there special characters such as Æ, Ø, Å?
- How to create email templates
- How to change email messages for signing recipients
- What is the right format for social security numbers?
- How to activate Simple Electronic Signature for a case file
- How to change the name of a signer's role
- Which files can I upload to Penneo Sign? (types & sizes)
- How the "Sign documents in a meeting" option works
- What documents can signers see?
- How Conditional signing works (Board member)
- How Signing Flows work