Clixsign Settings

This article was developed to describe the Settings page used for the Clixsign feature in the CRM.

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

1. From the Admin tab, click Settings.
2. Click ClixSign. The page shown below will then open.
   
3. In the General Settings section at the top of the page, do the following:
   • Ensure the Service Enabled checkbox is selected, and then choose one of the following for the Signature Type:
     • Draw & Type: This gives the signer the ability to use their mouse or smart pen to draw a signature or type their name and allow 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.
   • To display your company logo, click the Display Company Logo toggle switch to the "on" position.
     

     • IMPORTANT
       Updates to ClixSign Settings will NOT retroactively apply to ClixSign documents that have already been sent.

4. In the New Signature Request section in the Email Messages section (accessible via dropdown), make any updates to the Subject Line and/or the Message field (see below):
   
   
   • Subject: Input a default subject that will be sent with all ClixSign requests. (This can be edited during document generation).
   • Message: Input a default message that will be sent with all ClixSign requests. (This can be edited during document generation).
5. In the Document Signed section in the Email Messages section, do the following where indicated:
   
   
   • Subject: Input a default subject that will be sent with all ClixSign requests that have completed the signing process.
   • Message: Input a default message that will be sent with all ClixSign requests that have completed the signing process.
6. Each company in your CRM will be listed here in the Company Access section. Do any of the following:
   
   
   • Select the checkbox next to a particular company name to enable ClixSign for that company.
   • You can use the pencil icon on the far right of the company you want to input or edit the From Address and/or the From Name fields.
     • Input an email address into the From Name fields to make all ClixSign requests from this company appear to be sent from this name that has been inputted.
7. When finished, click the Save Settings button.

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