Clixsign Settings

This article describes the Settings page used for the Clixsign feature in the CRM. It is organized into the following sections:

• Overview
• Signature Options
• Delivery and Notifications
• Branding Section
• Company Access

Overview

Clixsign is Forth's proprietary electronic document signing platform. To enable this platform and gain access to the Clixsign settings page, contact Support@setforth.com.

To update your Clixsign Settings, go to Admin tab > Settings > Clixsign

Signature Options

In the default Signature Options section (see image above), choose one of the following options for the Signature Type:

• Draw & Type: This allows the signer to use their mouse or smart pen to draw a signature or type their name, and allows the system to generate a signature.
• Draw Only: This forces the signer to draw their signature using their mouse or smart pen.
• Type Only: This forces the signer to sign using the system-generated signature.

Under Enforce Signing Order by Default, if you wish to enforce the signing order by default, which requires signers to sign documents in a specific order, click this checkbox. Using this feature, enhances compliance and reduces errors by setting default preferences for 'enforce signing order' in Clixsign.

Under Enable Auto-Scroll During Signing, if you wish for signers to be automatically scrolled to the next required field as they complete a document, click this checkbox.

Click Save before continuing.

IMPORTANT
Updates to ClixSign Settings do NOT retroactively apply to ClixSign documents already sent.

Delivery and Notifications

In the Delivery & Notifications section (2nd item on the list), there are four subsections:

• Enable Clixsign Notifications
• Document Delivery Methods
• New Signature Request
• Document Successfully Signed

1. In the Enable Clixsign Notifications subsection, system administrators can enable notifications for specific document statuses—such as 'Sent,' 'Opened,' 'Completed,' or 'Declined'—so that the user who originally sent the document is kept informed of its progress. This improves visibility and helps users track documents more effectively. 
   Click Yes or No to enable or disable Clixsign notifications. Select from the dropdown menu below the radio buttons to select Clixsign notifications types to enable.
   
   Users can now receive email and in-app notifications for key events in the Clixsign document lifecycle. 
   
2. In the Document Delivery Methods subsection, you decide using the radio buttons shown how you want signers to receive their document links. 
   
   The options are: Email & SMS, Email Only, and SMS Only.
3. In the New Signature Request subsection, provide a default message that will be sent with all ClixSign requests. This can be edited during document generation. (see below):
   

4. In the Document Successfully Signed subsection, complete the message body that will be included in the email notification sent to a signer when they successfully complete signing their document.
    

   Click Save before continuing. 

   Branding Section

   To display your company logo, click the Display Company Logo radio button. Click Save to continue.
   

   Company Access

   In the Company Access section (see image below), each company in your CRM will be listed here. You may enable any company listed to have Clixsign access by changing the toggle switches to the "on" position for that company (see the example shown below highlighted by a red arrow). 
   

   Click Save to save your work in this section. 

   If you need to make additional edits while on this page, complete your edits and click Save again to accept your changes..

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