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Documentation   /   Templates   /   Signature blocks
 
 

Signature blocks

 

Auto-signature

Plainly automatically applies your signature at the appropriate moment during the signing workflow.

Syntax

--#:
---id:{unique_string}
---type:auto
---party:{entity_signing}
---name:{person_signing_name}
---title:{person_signing_job_title}
---color:{#color_hex}

Basic example

--#:
---id:my_signature
---type:auto
---party:My Company PLC

Full example

--#:
---id:my_signature
---type:auto
---party:My Company PLC
---name:Jane Doe
---title:Finance Director
---color:#58C8A0

Directives

id
Unique ID of the signature block. Both directive and value required. Auto-generated if blank.
type
Should always be set to auto.
party
Name of the party signing - i.e. Signed by or on behalf of {party_name}. Directive required. If value is blank, {{c_entity}} is used.
name
Name of the person who is auto-signing on behalf of the party. Optional. If blank, uses default signatory name set at account level.
title
Job title of the person who is auto-signing on behalf of the party. Optional. If blank, uses default signatory title set at account level. If not specified, job title field not shown. Ignored if ---name directive isn't set.
color
Color-code your signature block to make it easier to identify/edit. Optional.


Manual signature

A user must manually click to sign the document at the appropriate moment during the signing workflow.

Syntax

--#:
---id:{unique_string}
---type:manual
---party:{entity_signing}
---name:{person_signing_name}
---email:{person_signing_email}
---title:{person_signing_job_title}
---acceptable:{list_of_emails}
---block:{true|false}
---2fa:{none|email}
---color:{#color_hex}

Basic example

--#:
---id:counterparty_signature
---party:Your Company Inc.
---name:
---email:

Full example

--#:
---id:counterparty_signature
---type:manual
---party:Your Company Inc.
---name:Jane Doe
---email:jane@doe.com
---title:Finance Director
---acceptable:jane@doe.com, *@test.com
---block:true
---2fa:email
---color:#4BA9DF

Directives

id
Unique ID of the signature block. Both directive and value required. Auto-generated if blank.
type
Manual. If blank or missing, signature block defaults to 'manual'
party
Name of the party signing - i.e. Signed by or on behalf of {party_name}. Directive and value are required.
name
Name of the person who is signing on behalf of the party. Directive required. Value optional.
email
Email address of the person who is signing on behalf of the party. Directive required. Value optional.
title
Job title of the person who is signing on behalf of the party. Optional. If signature block contains the title directive but value is blank, an empty job title field shown. If title directive not present, job title field not shown in signature block.
acceptable
Email address(es) that may be used to sign signature block. Optional. Accepts comma-separated list of emails or wildcard (e.g. *@mydomain.com). If blank or not specified, any email address may be used.
block
Blocks subsequent signature blocks from being used until this one as been signed. Used to sequence signatures. Optional.
2fa
Enables/disables two-factor authentication for that signature block. If directive not present, two-factor authentication will still be required if Plainly thinks you're signing you own document. If set to 'none', two-factor authentication is completely turned off.
color
Color-code your signature block to make it easier to identify/edit. Optional.