In the Dokobit by Signicat portal, document owners can control which e-signing methods are available to participants. By enabling or disabling specific methods, you can ensure that participants use only the signing methods that meet your required e-signature level.
How to change the settings for a new document
| In this section, you'll learn how to enable or disable specific e-signing methods and their corresponding e-signature levels when preparing a new document for signing. |
1. Log in to the Dokobit portal.
2. Press "Upload document".
3. Scroll to the bottom of the page. Next to "Allowed e-signature levels", press "Edit".
4. A new window will open, displaying three sections for available e-signature levels. Here's how to update the settings:
- Toggle each e-signature level on or off to enable or disable the entire category.
- Press the arrow icon to expand a category and view the available e-signing methods.
- Enable or disable specific methods by marking them purple (enabled) and grey (disabled).
When you're finished editing, press "Save" to apply your changes.
| Note: If you are not permitted to enable this setting, please contact the company account owner to see if this permission could be granted in the default settings. This restriction applies to Business and Enterprise plan users only. |
How to change the settings for a shared document
| In this section, you'll learn how to enable or disable specific e-signing methods and their corresponding e-signature levels after the document has already been shared with others. |
1. Log in to the Dokobit portal.
2. From your list of documents, open the document you've already shared for signing.
3. At the top of the page, in the Information section, press "Show more" to expand the list of available settings.
4. Next to "Signature level", press "Edit".
5. A new window will open, displaying three sections for available e-signature levels. Here's how to update the settings:
- Toggle each e-signature level on or off to enable or disable the entire category.
- Press the arrow icon to expand a category and view the available e-signing methods.
- Enable or disable specific methods by marking them purple (enabled) and grey (disabled).
When you're finished editing, press "Save" to apply your changes.
| Note: If you are not permitted to enable this setting, please contact the company account owner to see if this permission could be granted in the default settings. This restriction applies to Business and Enterprise plan users only. |