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How to adjust default settings in a Business or Enterprise account

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Business and Enterprise account owners and admins can customize default settings to establish company-wide preferences that automatically apply to all users. For certain settings, they can also choose whether users are allowed to override these defaults. 
 

How to access default settings

Note: The following actions can be performed only by an account owner or admin.


1. Log in to your Dokobit by Signicat account.
 

2. Open the Settings by pressing the gear icon next to your name and email address.

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3. From the menu on the left, select Default options.

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Here you will see an overview of the following default settings:

Document format

This option allows you to choose the document format that is pre-selected by default on the document upload page.

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The applied changes will be visible here:

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For more information, see: Document formats: FAQ.

Annotation

This option allows you to:

  • Choose the default placement of annotations in PDF documents.
  • Show or hide the personal code in signature annotations.
  • Disable annotations.
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The applied changes will be visible here, next to "Annotation position" and "Show personal code in signature's annotation":

Note: You can allow users to override the default personal code visibility setting.

For more information, see: Annotation position.

Validation report liability level

Don't see this setting?
Unlock it by going to: Validations > New validation > Unlock advanced liability.

This option allows you to choose the level of assurance for signature validation reports. 

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The applied changes will be visible here:

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Note: You can allow users to override this default setting.

For more information, see: How to validate signed documents.

Document sharing

This option allows you to control whether users can send signing invitations via SMS and use secure sharing with a One-Time Password.

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The applied changes will be visible here:

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Signature levels and eID tools

This option allows you to enable or disable entire signature levels or the use of specific e-identification tools.

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The applied changes will be visible here, under "Allowed e-signature levels":

Note: You can allow users to override this default setting.

For more information, see: How to modify allowed e-signature levels.

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