Selecting your signature type/mode

When the signer clicks on a signature placeholder in the document, the Generate Signature Settings panel opens. This allows the signer to choose how they want to sign the document.

Available Signature Modes

The Mode of Signature dropdown displays the signing options enabled for the account. These options are:

• Configured by the administrator at the account or environment level

• Further governed by the initiator’s template or workflow configuration

Only the options enabled by the admin and allowed in the workflow will be visible to the signer.

Common Signature Modes include:

• eSignature – Platform-based electronic signature suitable for most global workflows

• Digital Signature (Token or Smart Card) – Certificate-based signing using physical or software-backed digital certificates

• Region / Regulation-Based Trusted Signatures – Country- or regulation-specific signing options enabled based on compliance needs (for example: Aadhaar eSign – India, Qualified eSignature / eIDAS – EU, Lanka Sign – Sri Lanka)

Selecting and Previewing a Signature

After selecting a signature mode:

• The signer can choose a visual representation of their signature (sample styles, draw, upload, or saved signatures, based on availability).

• The signer clicks Apply or Apply and Preview to see how the selected signature appears on the document.

Key Notes

• The signer cannot access signing modes that are not enabled by the administrator.

• The available options ensure compliance with organizational, regional, and regulatory requirements.

• The selected signature style and mode are applied consistently across all applicable signature placeholders in the document.

Once the signature mode is selected and previewed, the signer can proceed to complete other required fields or continue navigating through remaining signature and initial placeholders.