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.
|
Auto-signature