Is there a way to have signer profiles retain advanced properties?

Agreed, having to redo this for every contract... is a pain, and if over a slow web interface, as a remote worker, even more painful. If nothing else, from my perspective it is a no brainer that when you have someone sign a contract, they would receive a copy of that contract via email... How can this be easily changed or updated?  

Secondarily, you are cacheing the information for the signer... why are the advanced settings for that signer being lost, yet first name, last name, email address, title are kept? Weird... 

Lastly, how do I get rid of a bad entry in Cache for these signers. In other words, I typed in the wrong email address for a signer. How do I get rid of that entry?

Hi tullman,

Thanks for the post!

Currently, OneSpan Sign doesn't allow sender to turn on "deliver signed document by email attachment" by default, this is mainly out of the security reason:

Supposing signers are required by authentications like SMS, Q&A and KBA and they need to pass it before downloading. Deliver through email attachments allows signers to directly access the signed documents without authentications.

That's why the sender UI is designed in a manner that sender has to manually toggle the option.

If your transactions include the same signer numbers, you can create a template with placeholder signers with the option turned on. Then every time when you create a package out of the template, the actual recipient replaced the placeholder will inherit the option.

Duo

Yes