RightSignature Document Overlay

How do I create a required field?

After placing a form field onto your document in the Document Overlay screen, double-click the field to open the Basic Options menu. You can then designate the field as required or optional. A Signer will not be able to submit the document until all of the required fields have been filled out.

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How do I assign a field to a particular Signer?

If you have assigned multiple Signers to a single RightSignature document, you can designate which signer needs to fill out each individual form field.

After placing a form field onto your document in the Document Overlay screen, double-click the field to open the Basic Options menu. You can then use the drop-down menu to assign the appropriate Signer to the form field.

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How do I assign a Component Reference Name to a field?

After placing a form field onto your document in the Document Overlay screen, double-click the field and select the Extras menu. You can then designate a Component Reference Name that will be used to label the field when exporting the data collected in signed documents.

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How do I create a drop-down menu using acceptable values?

To create a drop-down menu on your RightSignature document, create a new document and progress to the Document Overlay screen. Select the Text icon from the Tools menu and drag and drop, or draw, the text field onto your document. Next, double-click the field and select the Extras tab.


Under Acceptable values list, type the drop-down options you wish to make available, separating each with a comma. For example, typing “Sole Proprietorship, Partnership, LLC” would create a drop-down menu with these three business types as options. Once finished, click Save. When signing the document, the text field will appear to the signer as a drop-down menu.

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Pre-fill Text Into a RightSignature Document

Use the Document Overlay tool to drag and drop the fields to the desired locations in the document. Once you place the fields on the document, you will be prompted to designate a reference name. This will be the name of the field that the sender will be prompted to fill each time a copy of the Template is sent.

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The merge data entered by the Sender is merged onto the copy of the template before sending.

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The merge data is locked to the document and cannot be edited by other parties.

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How to hide secondary password field for login page of NetScaler Gateway

Create the following rewrite policy and action to hide secondary password field from NetScaler Login page.

Please follow the below steps, to match the configuration that worked to remove the secondary password field:

1. Open your NS GUI, click on Configuration and open the NetScaler Gateway section.

2. Go to your Gateway vServer and open the Policies menu.

3. Click on the + button.

4. Choose Policy “Rewrite” and Choose Type “Response” , exactly the same as the image below :

5. Go to Policy Binding and Click on Add.

6. Edit the fields of the Rewrite Policy like in the image below, with the expression “HTTP.REQ.HEADER(User-Agent).CONTAINS(AGEE).NOT” :

7. At the Action field, click on Add bottom.

8. Create the Action like in the image below, with the following expression “
pwcount= + 1” :

9. Click on Create bottom, with the Remove_Password_Action selected in the Action field.

10. Bind the policy to the Gateway vServer.

11. Click on Done, save the configuration and Test.

Working with Browser :

This rewrite policy works with Web Browser, however it will not functions the same with Receiver.

Resolution:

NOTE: Remember that the “Rewrite” Basic Feature have to be enabled on the NetScaler, to use this policy.

if you use solution below then users are unable to change password if LDAP prompts for it.

If we want to disable the RSA field on first screen on Web Browser as well as on Receiver window ( Including Windows / MAC / IOS / Android ) Receiver , apply the below changes under the LDAP server profile as mentioned in the screenshot :

Uncheck the Authentication tab if its already checked, and then you will find your LDAP logon on logon page and RSA token is on another page separately.

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