You can customize the widgets that are displayed and the layout of those widgets on your SnapSign dashboard.
Adding a Widget:
To add a widget to your dashboard, navigate to your dashboard and click on the ‘+’ button on the top of the page. This will drop down a list of all of the widgets that are available. To add one simply select the widget from the drop down list. Once selected, the new widget will be added to the bottom of your dashboard.
Customize Widget Layout
You can customize the layout of your widgets by dragging and dropping widgets where you want them to be displayed. To drag a widget, click down on the widget’s Title and drag it to where you would like it to be positioned. Then you can release your click and drop the widget on to the page.
If you are the sender of a document and accidentally deleted it, you can restore it for up to 30 days after it has been deleted. However, after 30-days from the date the document was originally deleted, the document will be permanently removed from SnapSign and can no longer be restored.
To restore a document, the sender should log in to SnapSign and navigate to the Documents page (Menu > Documents). Once there, the sender should modify their document search criteria in order to see a list of all ‘Deleted’ documents. To do this, the sender should click on the down arrow icon to the right of the ‘Documents’ page title.
Once clicked, it will expose the basic search part of the page where a user can perform a search on their document list. In order to find a list of deleted documents, the sender will need to search for documents that have a deleted status. To do this, find the ‘Status’ search attribute and select the ‘Deleted’ value from the drop down list of valid status values. Then click on the ‘Search’ button.
The document list should now display all of your deleted documents. Find the deleted document that you want to restore and click on the action menu icon associated with the document. If the document was deleted less than 30-days ago and is still eligible to be restored, a ‘Restore’ menu item will be displayed in the action menu list. If there is no ‘Restore’ menu item then the document cannot be restored.
From the document action list, select the ‘Restore’ action. After clicking on the ‘Restore’ action item, the document should be restored and set back to the same state immediately prior to its deletion.
Document Restoration Highlights:
- Documents can only be deleted and restored by their sender.
- Once restored, a document will resume its workflow just where it left off.
- 30-Days after a document is deleted it is permanently removed from SnapSign and can no longer be restored.
If you have forgotten your password, you can recover it from SnapSign’s login page.
First navigate to the SnapSign login page (www.gosnapsign.com/login) and then click on the ‘Forgot your Password?’ link.
This will open the Reset Password page. On this page, you can enter your email address and then click on the ‘Reset Password’ button.
Once you have completed this you will receive an email with instructions on how to reset your password. The email will ask you to click on a reset password link which will open a SnapSign page where you can securely enter a new password.
If you do not receive an email from SnapSign, please check your email spam folders to make sure the email wasn’t accidentally discarded.
Installing the SnapSign for Netsuite Bundle
You will need to have a Netsuite account with administrator privileges.
Step 1: Load the SnapSign for Netsuite Bundle
Log in to Netsuite account with an administrator account. Once you have logged in, select the Customization menu in the main Netsuite menu bar. Then select the SuiteBundler menu item and then click on the Search & Install Bundles menu item.
Customization > SuiteBundler > Search & Install Bundles
This will open the Search & Install Bundles page. On this page find and select the SnapSign for Netsuite bundle. [Note: You can search for the bundle by typing in “SnapSign” in the keywords search field on the page.]
Then select the SnapSign for Netsuite bundle
Selecting the bundle will open the Bundles Details page. On this page, click on the Install button. This will install the SnapSign for Netsuite bundle in your Netsuite account.
Step 2: Linking Your Netsuite and SnapSign Accounts
Once the bundle installation is complete, SnapSign will install a Sign button on the Opportunity page. Navigate to the Opportunity page. [Note: you can navigate to the page for any opportunity. We will not be making any changes to the opportunity. If you do not have any opportunities, you can add one for the purposes of linking your accounts and then delete this opportunity when you are complete.] Click on the new Sign button. This will launch the SnapSign Authentication Required div.
If you already have a SnapSign account you can enter your existing SnapSign account information and then click the Continue button. This will link your SnapSign and Netsuite user accounts and create a corresponding record in SnapSign Account Settings in Netsuite.
Note: This process will be repeated for each new Netsuite user that will need to link their SnapSign account with Netsuite.
Note: If you do not have a pre-existing SnapSign account, then you can sign up for one by clicking on the Register button.
If there are forms that you need to have signed over and over again, it may make sense to create a template to help you save time. Templates are reusable documents that can be set up and then sent out different participants – as needed.
Note: Templates is a premium feature and is only available to paid subscribers. If you are not a premium subscriber, you will need to upgrade your account in order to take advantage of this time-saving feature.
In order to create a new template, first navigate to the Templates page by clicking on the Template menu item in your application menu. Once you are on the Template page, click on the ‘New’ button on the top of the page. This will open the Create Template page.
Now we can begin building our new template. The Create Template page is comprised of four primary sections: Message, Participants, Documents and Pages. We will review each of these section below in detail.
Title and Message
Create a custom document title and message. The title will serve as the primary identifier of the document. The title along with the message copy will be displayed to your participants in the email notifications they receive from SnapSign regarding this document.
You can set different sharing privileges for your template. You can share the template with other users by clicking on the Share checkbox. Once you click the share checkbox you will have the option of sharing it with everyone or with specific teams.
Make a Template Public
To make the template public so that any of your users in your organization can see it, click on the ‘Share with Everyone’ radio button.
Public Templates can be viewed and used by any user in your organization but can still only be edited by the user that created the template. If other user’s need to modify your template, they can do so by cloning or copying your template and then making any necessary changes to their copy of it.
Share a Template with Teams
If instead you would like to share it explicitly with a subset of teams in your organization, the click on the ‘Share with Specific Team’ radio button. Once you click on this radio button, you will see a drop down field displayed where you can add the names of the team that you want to share this template with. This feature would allow you to only share a template with users in your sales team or on in your HR team, etc.
Team Shared Templates can be viewed and used by any user in a shared team but can still only be edited by the user that created the template. If other user’s need to modify your template, they can do so by cloning or copying your template and then making any necessary changes to their copy. Keep a Template Private
Templates are private by default. To keep a template private, make sure that ‘Share’ checkbox is unchecked. In this scenario, you will be the only person that can view, edit and or use the template.
This is the section where you can add the documents that you need signed. To add them, you can either click on the ‘add document’ link or you can drag and drop a document onto the Document section directly. Additionally, you can also elect to add a pre-existing template to your document. To do this, you can click on the ‘add template’ link. This will open a list of templates that you can add to the existing document. Select the template that you would like to add and click on the ‘Select’ button.
In this section, you identify the roles that will be participating in your document and the specific actions that they will need to take (i.e. Sign, Approve or Review). To add a new role, enter the name of the role in the role field. Some examples of roles might be Employee, Customer, Sales Manager, etc. If a roles already has been created, it will be displayed in the drop down list associated with the role field.
Once you have added a role, you can now assign an action to that role. The available options are Sign, Approve or Review. Once you have added a role and assigned an action, you can click on the ‘Add’ button. This will add the role to the document.
The next step in the template creation process is to add field tags to the documents. A field tag is a control that you can place anywhere on a page of an uploaded document. The field control defines where and what your participants can enter on the document.