For the complete documentation index, see llms.txt. This page is also available as Markdown.
Setting Template Expiry
Setting Template Expiry
The Setting Template Expiry step allows you to define the validity period during which the Fixed Form template can be used to initiate signing transactions. This is configured from the Visual Appearance Settings panel during the final stage of template setup.
Visual Appearance Settings Panel
The Visual Appearance Settings panel contains two areas:
Visual Appearance Settings — Controls how signature options are presented to signatories during signing.
Expiry Section — Defines the validity window for the template.
Expiry Section
The Expiry Section is located at the bottom of the Visual Appearance Settings panel.
Field
Description
Start Date
Specifies the date from which the template can be used to initiate signing.
End Date
Specifies the date after which the template is no longer available for use.
Note: Expiry configuration is optional and can be set based on business requirements. If no dates are set, the template remains available indefinitely.
Visual Appearance Settings
Before activating the template, you can optionally control how signature options are presented to signatories. Enable any of the following toggles to hide the corresponding signing method:
Setting
Description
Hide Font Based Signing Option
Hides the typed/font-based signature option from signatories.
Hide Draw Option
Hides the hand-drawn signature option.
Hide Upload Option
Hides the option to upload a signature image.
Hide Topaz Option
Hides the Topaz hardware-based signature capture option, if applicable.
Hide My Signature(optional)
Hides the previously saved signature option.
Hide For Seal
Hides the seal option during signing.
These settings help standardise the signing experience and ensure signatories use only the permitted signature methods.
Activating the Template
Once all settings are configured:
Click Apply and Activate to activate the template and complete the configuration. The template will then be available for use to initiate signing transactions.
Click Clear to reset all selections in the panel without closing it.
