DocuSign Signing Resource File Information

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Guide

DocuSign Signing Resource File Information

Overview

This guide provides information about the settings, text of messages, dialog boxes and error messages contained in the Account Branding Signing resource file.

The information in the master Signing resource file can be modified and uploaded to a brand profile to customize the signing process. The modified file is only used by the brand profile it is associated with. Additionally, you can upload two different resource files for signing resources; one for general signing and one for captive (embedded) signing. If you upload both files, normal remote signers will see the information in the Signing resource file and captive (embedded) signers will see the information in the Captive Signing resource file.

This option for using resource files for account branding is not normally enabled for an account. Contact your Account Manager to enable this option.

Important: Using resource files for account branding is an advanced option. This option should only be used if you have someone experienced in working with XML files available to work with your

resource files. This information guide does not provide specific information about modifying XML files. For more information on branding your account and editing your default account messages, contact your DocuSign Account Manager.

Important: Resource files are subject to change without notice. If you customize the Email Resource file, please review your email views with each new DocuSign release.

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General Resource File Information

Resource files are an optional method to control the text elements in your account sending view, signing view and for emails sent by your account. The ability to use the resource file option is not normally enabled for an account; contact your Account Manager or DocuSign Support for more information about enabling this option in your account.

Important: Using resource files for account branding is an advanced function. The resource files are XML files and this option should only be used if you have an experienced XML programmer available to work with your resource files. Changes to resource file must be done with an XML editor; files changed with other applications might not function correctly when uploaded to the DocuSign system. DocuSign uses three master resource files; one for sending (DocuSign_SendResources.xml), one for signing (DocuSign_SignResources.xml) and one for email messages

(DocuSign_EmailResources.xml). In addition to setting text elements, the signing resource file also controls some of the dialog boxes displayed in the signing view.

To use resource files, you will download the appropriate master resource file for the information you want to change, modify the resource file and then upload your modified file to the appropriate brand profile in the DocuSign system.

Important: When you upload a modified resource file, only the differences between your modified file and the master file are saved by the system.

You can modify and upload one, two or all of the master resource files to customize them for your account. If you do not upload a modified resource file, the system will use default information in the master resource file.

You can upload two different resource files for signing resources; one for general signing and one for captive (embedded) signing. If you upload both files, normal remote signers will see the information in the Signing Resource file and captive (embedded) signers will see the information in the Captive Signing Resource file.

Uploading and Downloading Resource Files

Important: The resource files are subject to change without notice. If you customize the resource files, please review your signing views with each new DocuSign release.

This section explains how to access your account branding profile to download and upload an email resource file for a brand profile. You can have different resource files for each brand profile.

1. From the DocuSign Console, click your profile image at the top of the console and select Preferences. The Preferences page is displayed.

2. In the navigation panel on the left side of the page, under the Account Administration heading, click Branding.

Alternately, you can also get to account branding from the Features page and clicking the Account Branding link in the Manage Account section.

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3. In the list of Brand Profiles, find the profile with the resource file you want to work with and click edit. The information for the selected profile is shown.

4. Click the Resources tab to work with the resource files:

• To download a Master Signing Resource file, in the Signing Resources section click the Download Master button.

• To upload a custom Signing or Captive Signing Resource file, in the Signing Resources section click Upload Resource or Upload Captive Resource. Find the signing resource file you want to upload, select the file and click Open.

Note: There is no preview function associated with uploading resource files. The example views on the Account Branding page are not updated to show changes in the resource files. • To download your custom Signing or Captive Signing Resource file, click the Download Your

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General Editing Information

When you open the resource file you can edit the data information in the resource file to change the text of messages, dialog boxes and error messages shown during the signing process. Additionally, the signing resource file can be used to show or hide some elements (such as images, text and dialog boxes) used during signing process.

The information in the Signing resource file is listed alphabetically and associated information is not always in the same portion of the file. When looking for information, you should search the resource file for the appropriate data name string(s).

After editing and saving a custom Signing resource file, you can upload it to the appropriate brand profile as a normal Signing resource file or for Captive (embedded) signing.

Note: When editing a Signing resource file, you can modify a master file or a custom resource file and upload the file with the changes. If your changes do not seem to be enacted; try downloading and modifying a master resource file, save that file as a custom resource file and then upload it. When you upload a custom resource file, only the differences between your modified file and the master file are saved by the system. Similarly, when you download your custom resource file, only the differences between the master file and your custom file are downloaded.

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DocuSign Signing Resource File Content

This section provides information about the functions of the data lines in the Signing Resource file. The colors and logos used for your signing view are set in the account branding page for your account, but can also be adjusted in this file.

Important: The information in this section is not presented in the same order as given in the Signing Resource File. When changing information you might need to search the resource file for the appropriate data name string(s) to find the information. Similarly, when looking for a description of a data name string, you should search this document for that data name.

Language Settings

These lines allow you to set the languages used for a resource file or limit the languages used.

Data Name Description

language twoletterisoname= The two-letter language code html wrapper that sets the language used for the messages in this portion of the resource file. If a value is entered for this, when a signer opens a signing session with that language the settings, header text, and message text in the resource file are used. There can be multiple language wrappers in a resource file.

Note: If you modify the resource file with changes for a specific language, you should make similar changes for all possible languages that your recipients might use. If you only make the change for one language, the change will be lost if the recipient changes languages in their browser.

Example: If you want to customize the resource file text for German (de) and French (fr), you would set up the resource file as follows:

<language twoletterisoname=”de”> [specific settings for German] </language>

<language twoletterisoname=”fr”> [specific settings for French] </language>

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Dialog Box Settings

These lines allow you to change the position and maximum width of the dialog boxes shown during the signing process.

Data Name Description and Default Value

Dialog_HorizCenterPosition Sets the horizontal center position, in pixels, for dialog boxes. Default Value: 480

Dialog_MaxWidth Sets the maximum width, in pixels, for dialog boxes. Default Value: 800

Dialog_TopPosition Sets the position of the top of the dialog box, in pixels. Default Value: 50

Brand Information

These lines can be used to set the colors and logo associated with the signing view for this resource file. The colors and logo override the settings in the Colors and Logo tabs for the brand profile.

Brand_Color_Background The hexadecimal code for the signing view background color. Default Value: #F3F3F3

Brand_Color_ButtonPrimaryBackground_Mobile The hexadecimal code for the signing view primary button background color for mobile signing.

Default Value: #ffcc4a

Brand_Color_ButtonPrimaryText_Mobile The hexadecimal code for the signing view primary button text color for mobile signing.

Default Value: #333333

Brand_Color_ButtonSecondaryBackground The hexadecimal code for the signing view secondary button background color.

Default Value: #e2e2e2

Brand_Color_ButtonSecondaryText The hexadecimal code for the signing view secondary button text color. Default Value: #FFFFFF

Brand_Color_ButtonYellowNewBackground The hexadecimal code for the signing view yellow primary button background color.

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Brand_Color_ButtonYellowNewText The hexadecimal code for the signing view button text color. Default Value: #333333

Brand_Color_DialogHeaderBackgroundNew The hexadecimal code for the signing view background text color. Default Value: #FFFFFF

Brand_Color_DialogHeaderTextNew The hexadecimal code for the signing header text color. Default Value: #333333

Brand_Color_FooterText The hexadecimal code for the signing view footer text color. Default Value: #FFFFFF

Brand_Color_ListHover The hexadecimal code for the signing view hover text background color. Default Value: #f4f4f4

Brand_Color_ListSelection The hexadecimal code for the signing view select list background color. Default Value: #e4e4e4

Brand_Logo The path for signing view brand profile logo.

Default Value: /Member/Images/logo_docusign_blue.png

General Error Message

These lines allow you to change the dialog box Header and Message when a 404 error occurs.

_404Error_PageTitle Sets the Header text for a 404 error dialog box. Default Value: Web Page Not Found

_404Error_Message Sets the message text for a 404 error.

Default Value: We're sorry, but the page you requested could not be found. Please try again.

Cookies Required Message

These lines allow you to change the Title and Message shown for the Cookies Required dialog box.

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CookiesRequired_Message Sets the text of the Cookies Required message in the dialog box. Default Value:

How to Enable Cookies

To enable cookies, follow the instructions below for the browser version you are using.

Mozilla Firefox 2.0+

1. Go to the Tools menu. 2. Select Options.

3. Select the Privacy icon in the panel.

4. Check the box corresponding to Accept cookies from sites. 5. Click OK to save changes.

Apple Safari 5.0+

1. From the Safari menu, click Preferences.

2. From the Privacy dialog box, for Block Cookies, click to select Never. 3. Click Close.

Microsoft Internet Explorer 6.0+

1. Select Internet Options from the Tools menu. 2. Click on the Privacy tab.

3. Click the Default button (or manually slide the bar down to Medium) under Settings.

4. Click OK.

Miscellaneous Settings

These lines provide miscellaneous information settings for envelopes.

DocuSign_DisableLocationAwareness This sets if the recipient’s location setting is active or disabled (true=disabled). Default Value: false

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DocuSign_TabRequiredBorderColor The hexadecimal code for the border color around required tags. Default Value: #bf1e2e

Authentication

These lines allow you to change the text for the dialog box header and message text used for different signer authentication methods.

Access Code Authentication

These lines set the messages used in the Access Code Authentication dialog box.

# Data Name Description and Default Value

2 ActivationSec_AccessCodeHeader Sets the heading for the Access Code authentication dialog box. Default Value: Please enter the access code to view the document 3 ActivationSec_AccessCodeMsgDefault Sets the text of the Access Code authentication message.

Default Value: The sender has requested you enter a secret access code prior to reviewing the document. You should have received an access code in a separate communication. Please enter the code and validate it in order to proceed to viewing the document.

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3 ActivationSec_AccessCodeMsgDefault_Mobile Sets the text of the Access Code authentication message for mobile clients.

Default Value: The sender has requested you enter a secret access code prior to reviewing the document. You should have received an access code in a separate communication.

4 ActivationSec_EnterCode Sets text for the access code entry field. Default Value: Access Code

4 ActivationSec_EnterCode_Mobile Sets the text for the access code entry field for mobile clients. Default Value: Enter Access Code

5 ActivationSec_NeverReceiveCode Sets the text for the ‘did not receive access code’ button. Default Value: I never received an access code

ActivationSec_DontKnowCodeShow Sets if the ‘did not receive access code’ button is shown or hidden (true = show).

Default Value: true

ActivationSec_IncorrectAccessCode Sets the error message for an incorrect Access Code.

Default Value: Incorrect Access Code. You have [[AttemptsLeft]] more tries.

ActivationSec_IncorrectAccessCodeOneLeft Sets the error message for an incorrect Access Code with only one more try remaining.

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SMS Authentication (Choose)

1 ActivationSec_SenderSecRequest Sets the header for the authentication method dialog box. This header applies to all authentication methods, except for Access Code Authentication.

Default Value: Security Requests from Sender

2 ActivationSec_SMSAuth Sets the heading inside the dialog box for SMS Authentication dialog boxes. Default Value: SMS Authentication

3 ActivationSec_SMSAuthDesc Sets the text for the SMS Authentication message. Default Value:

In order to access this document, you need to confirm your identity using your mobile phone.

1. Choose a phone number below and click the "Send SMS" button to receive a text message.

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4 ActivationSec_SMSAuthSelPhone Sets the text for phone number selection.

Default Value: Please select a phone that can receive text messages so you can authenticate:

5 ActivationSec_SMSAuthCall Sets the text of the Send SMS button. Default Value: Send SMS

6 ActivationSec_SMSAuthNoPhone Sets the text displayed below the Send SMS and Cancel buttons.

Default Value: If you do not have access to your mobile phone at this time, click “Cancel” and retry when you have access.

- ActivationSec_SMSAuthCodeMessage Sets the text of the message sent to the recipient’s phone.

Default Value: Please enter the following authentication code into DocuSign to access your document:

SMS Authentication (Confirm Code)

1 ActivationSec_SenderSecRequest Sets the header for the authentication method dialog box. This header

applies to all authentication methods, except for Access Code Authentication. Default Value: Security Requests from Sender

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2 ActivationSec_SMSAuth Sets the heading inside the dialog box for SMS Authentication dialog boxes. Default Value: SMS Authentication

3 ActivationSec_SMSAuthCalled Sets the text of the text sent message.

Default Value: SMS messages sent to your mobile phone. You should receive it momentarily.

4 ActivationSec_SMSAuthFinish Sets the text of the instructions used for entering the authentication code. Default Value: Enter the code you received in the SMS message in the field below and press Confirm Code.

5 ActivationSec_SMSAuthComplete Sets the text of the Confirm Code button. Default Value: Confirm Code

5 ActivationSec_SMSAuthComplete_Mobile Sets the text of the Confirm button for mobile clients. Default Value: Confirm

6 ActivationSec_SMSAuthNoRing Sets the text of the instructions of what the recipient should do if the text message is not received.

Default Value: If you do not receive an SMS message, click "Back", verify the mobile phone number and try sending the SMS message again.

6 ActivationSec_SMSAuthNoRing_Mobile Sets the text of the instructions of what the recipient should do if the text message is not received for mobile clients.

Default Value: If you do not receive an SMS message, tap "Back", verify the mobile phone number and try sending the SMS message again.

- ActivationSec_SMSAuthCodeFailedAttempt Sets the text for the invalid code error message, where {0} shows the

remaining number of attempts. Recipients have 3 attempts to enter the code correctly.

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Phone Authentication (Choose or Enter)

These lines set the messages used for Phone Authentication dialog box used to choose or enter a recipient’s phone information.

1 ActivationSec_SenderSecRequest Sets the header for the authentication method dialog box. Default Value: Security Requests from Sender

2 ActivationSec_PhoneAuth Sets the heading inside the dialog box for Phone Authentication. Default Value: Phone Authentication

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3 ActivationSec_PhoneAuthDesc Sets the text for the Phone Authentication message. The “Choose or Enter” text depends on if the Recipient may Provide option is selected when sending the envelope.

Default Value:

The sender has selected phone authentication.

1. [[ChooseOrEnter]] a phone number where you can receive a phone call, and click the "Call" button below.

2. You will receive a phone call, and will be prompted to provide a code and speak your name.

4 ActivationSec_PhoneAuthSelPhone Sets the text for phone number selection.

Default Value: Please select a phone that you currently can answer to authenticate:

5 ActivationSec_PhoneAuthOrEnterPh Sets the text for allowing the recipient to enter a phone number. Default Value: or Enter phone number (with area code):

6 ActivationSec_PhoneAuthCall Sets the text of the Call button. Default Value: Call

7 ActivationSec_PhoneAuthNoPhone Sets the text displayed below the Call and Cancel buttons.

Default Value: If you are not near a phone to authenticate you, click "Cancel", and return when you are near one of the above phones.

ActivationSec_CallMessage Sets the text displayed if the signer clicks the ‘Call’ button without selecting a phone number.

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Phone Authentication (Call Placed)

These lines set the messages used for Phone Authentication dialog box used when the call has been placed.

2 ActivationSec_PhoneAuthCalled Sets the text saying a call was placed. Default Value: Call Placed.

3 ActivationSec_PhoneAuthRingWait Sets the text after the call placed text.

Default Value: Your phone should ring within 10 seconds.

4 ActivationSec_PhoneAuthEnterCode Sets the text of the instructions for entering the authentication code. Default Value: When your phone rings, you must enter the following Authentication Code into your phone.

5 ActivationSec_AuthCode Sets the text of the authentication code description. Default Value: Authentication Code:

6 ActivationSec_PhoneAuthFinish Sets the text of the instructions used after entering the authentication code. Default Value: Once you enter the code in response to the telephone prompt, and provide a voice sample, you will be authenticated.

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7 ActivationSec_PhoneAuthComplete Sets the text for the phone ‘authentication complete’ button. Default Value: Phone Authentication Complete

7 ActivationSec_PhoneAuthComplete_Mobile Sets the text for the phone ‘authentication complete’ button for mobile clients. Default Value: Authentication Complete

8 ActivationSec_PhoneAuthNoRing Sets the text of the instructions of what the signer should do if their phone does not ring.

Default Value: If your phone does not ring within a minute, click "Back" and ensure you have entered the correct phone information.

8 ActivationSec_PhoneAuthNoRing_Mobile Sets the text of the instructions of what the signer should do if their phone does not ring for mobile clients.

Default Value: If your phone does not ring within a minute, tap your browser's back button and ensure you have entered the correct phone information. ActivationSec_PhoneAuthContinue Sets the text when phone authentication is successfully completed.

Default Value: Your information has been validated. You may now continue by clicking the "Continue" button below.

ActivationSec_PhoneAuthError Sets the text of the header for a phone authentication error dialog box. Default Value: Unexpected Processing Error

ActivationSec_PhoneAuthErrorDesc Sets the message text presented in the phone Authorization error dialog box. Default Value: An unexpected error occurred while processing your

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ID Check Authentication (Personal Information)

These lines set the text used for ID Check authentication. The text used varies depending on the type of ID check used by your account.

2 ActivationSec_IDChkInfo Sets the heading text for the type of ID Check. Default Value: ID Check - Personal Information 2 ActivationSec_IDChkStan Sets the heading text for the type of ID Check.

Default Value: ID Check - STAN

3 ActivationSec_IDChkHomeAddr Sets the message text for the information to be entered.

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4 ActivationSec_IDChkHomeReq Sets the message text for required information.

Default Value: Required Information (Home Address) 5 ActivationSec_OptInfo Sets the message text for optional information.

Default Value: Optional Information

6 ActivationSec_SSN4 Sets the description text for the Social Security Number field. Default Value: Last 4 digits of SSN

6 ActivationSec_SSN9 Sets the description text for the Social Security Number field. Default Value: Full 9 digits of SSN

7 ActivationSec_DOB Sets the description text for the Data of Birth field. Default Value: Date of Birth

8 ActivationSec_DateFormat Sets the description text for the date of birth format. Default Value: mm / dd / yyyy

8 ActivationSec_DateFormat_Mobile Sets the description text for the date of birth format for mobile clients. Default Value: MM / DD / YYYY

9 ActivationSec_IDChkValidInfo Sets the text for the warning message for required information.

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ID Check Authentication (questions)

These lines set the text used for ID Check authentication questions page. The text used varies depending on the type of ID check used by your account.

2 ActivationSec_IDChkQuestions Sets the heading text for the ID Check.

Default Value: ID Check - Identification Questions 3 ActivationSec_IDChkQuestionsDesc Sets the message text for the ID Check description.

Default Value: These questions are being generated as a means of an identity check requested by the document sender. None of this information is provided to the document sender or to anyone except you.

4 ActivationSec_IDCheckAnswersPopulate Sets the text for the warning message for required information. Default Value: Please answer all of the questions provided. 2

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5 ActivationSec_SubmitAnswers Sets the text for the ‘submit answers’ button. Default Value: Submit Answers

Social ID or Live ID Authentication

These lines set the messages used for the Social ID or Live ID dialog box and error messages.

2 ActivationSec_LiveIdInstructions1 Sets the first line of the instruction text for Live ID or Social ID authentication message.

Default Value: The sender requests that you verify your identity with {ID Type}.

3 ActivationSec_LiveIdInstructions2 Sets the second line of the instruction text for Live ID or Social ID authentication message.

Default Value: To proceed with validating your identity, please click on the 'continue' button, and follow the instructions in the popup box. If you do not have a {ID Type} membership, you will be able to sign up for one by clicking 'continue'. You will need to enable popup windows for your browser.

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ActivationSec_LiveIdErrorMsgNoLiveId Sets the text of the message shown to the recipient if they select that they do not have a Live ID.

Default Value: The sender of this envelope will be notified that you do not have a Live ID to validate.

ActivationSec_LiveIdErrorMsgNoMailMatch Sets the text of the message shown to the recipient if their email does not match the Live ID.

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Signer and Reviewer Welcome - Instructions

These lines set the information shown and message text used for the Welcome – Instructions dialog box for signers and reviewers.

A DocuSign_HideIntroductionAndSteps Sets if the steps for signing documents are shown or hidden (true = hide). Default Value: true

B DocuSign_HideIntroductionDocs Sets if the documents in an envelope are listed or hidden (true = hide). Default Value: false

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C DocuSign_HideIntroductionSender Sets if the sender’s information is shown or hidden (true = hide). Default Value: false

D DocuSign_HideIntroductionSenderProfileImage Sets if the sender’s profile image is shown or hidden (true = hide). This applies to the sender profile image throughout signing.

Default Value: false

E DocuSign_FinishLaterAllow Sets if the Finish Later button is shown or hidden (true = show). This also applies to the More options button.

F DocuSign_DeclineAllow Sets if the Decline button is shown or hidden (true = show). This also applies to the More options button.

G DocuSign_PrintAllowOnStartDialog Sets if the print icon/link is shown or hidden (true = show). Default Value: true

1 DocuSign_WelcomeDialogHeader Sets the header text for the Introduction/Welcome dialog box. Default Value: Request for Signature

2 DocuSign_IntroSenderRequestedDoc Sets the introductory text for a signer with a single document. Default Value: [[SenderName]] of [[SenderAccount]] requested your signature on [[DocumentCount]] document.

2 DocuSign_IntroSenderRequestedDocs Sets the introductory text for a signer with multiple documents. Default Value: [[SenderName]] of [[SenderAccount]] requested your signature on [[DocumentCount]] documents.

2 DocuSign_IntroSenderRequestedDoc_Mobile Sets the introductory text for a signer with a single document for mobile clients.

Default Value: [[SenderName]] of [[SenderAccount]] requested your signature

2 DocuSign_IntroSenderRequestedDocs_Mobile Sets the introductory text for a signer with multiple documents for mobile clients.

Default Value: [[SenderName]] of [[SenderAccount]] requested your signature

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2 DocuSign_IntroReviewDocs Sets the introductory text for a reviewer with multiple documents. Default Value: [[SenderName]] of [[SenderAccount]] would like you to review [[DocumentCount]] documents.

2 DocuSign_IntroReviewDoc_Mobile Sets the introductory text for a reviewer with a single document for mobile clients.

Default Value: [[SenderName]] of [[SenderAccount]] would like you to review [[DocumentCount]] document

2 DocuSign_IntroReviewDocs_Mobile Sets the introductory text for a reviewer with multiple documents for mobile clients.

Default Value: [[SenderName]] of [[SenderAccount]] would like you to review [[DocumentCount]] documents

3 DocuSign_IntroToSignStepsDoc Sets the instruction text for a signer with a single document.

Default Value: To e-sign the document, please take the following steps: 3 DocuSign_IntroToSignStepsDocs Sets the instruction text for a signer with multiple documents.

Default Value: To e-sign the documents, please take the following steps: 3 DocuSign_IntroToReviewDoc Sets the instruction text for a reviewer with a single document.

Default Value: To review the document, please take the following steps: 3 DocuSign_IntroToReviewDocs Sets the instruction text for a reviewer with multiple documents.

Default Value: To review the documents, please take the following steps: 4 DocuSign_IntroStepAgree Sets the text for agreeing to do business electronically instruction step.

Default Value: Agree to do business electronically with [[SenderAccount]].

5 DocuSign_IntroStepReview Sets the text for the step 1 of the signer actions. Default Value: Review Documents

5 DocuSign_IntroStepReview_Mobile Sets the text for the step 1 of the signer actions for mobile clients. Default Value: Review document and tap Start when ready

5 DocuSign_IntroStepReview_Freeform_Mobile Sets the text for the step 1 of the signer actions for free-form signing for mobile clients.

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6 DocuSign_IntroStepComplete Sets the text for the step 2 of the signer actions.

Default Value: Sign then Confirm –Click the [[SignHereImage]] and [[InitialHereImage]] tags in your document to sign, then confirm. 6 DocuSign_IntroStepComplete_Mobile Sets the text for the step 2 of the signer actions for mobile clients.

Default Value: Tap fields and enter data

6 DocuSign_IntroStepComplete_Freeform_Mobile Sets the text for the step 2 of the signer actions for free-form signing for mobile clients.

Default Value: Select tag and reposition 7 DocuSign_IntroStepGetCopy Sets the text for the step 3 of the signer actions.

Default Value: Save your Copy

7 DocuSign_IntroStepGetCopy_Mobile Sets the text for the step 3 of the signer actions for mobile clients. Default Value: Complete signing and save a copy

8 DocuSign_IntroReadFullDisclosure Sets text for link to sender’s consumer disclosure. Default Value: Read Full Agreement>

8 DocuSign_IntroReadFullDisclosure_Mobile Sets text for link to sender’s consumer disclosure for mobile clients. Default Value: Read the Consumer Disclosure

9 DocuSign_IntroAgree Sets the text for agreeing to do business electronically checkbox. Default Value: I agree to do business electronically with

[[SenderAccount]]

9 DocuSign_IntroAgree_Mobile Sets the text for agreeing to do business electronically checkbox for mobile clients.

Default Value: I agree to do business with [[SenderAccount]]

10 DocuSign_Decline Sets the text for the ‘Decline to Sign’ button. It also sets the text for the ‘Decline to Sign’ button on the ‘Decline to Sign’ dialog box and for the option on the ‘More’ options list.

Default Value: Decline

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12 DocuSign_SignOnPaper Sets the text for the ‘Sign On Paper’ button. It also sets the header text for the Sign on Paper instructions dialog box and selection text for More options.

Default Value: Sign on Paper

13 DocuSign_ChangeSigner Sets the ‘Change Signer button text. This also sets the header text for the Change Signer dialog box and More options selection.

Default Value: Change Signer

14 DocuSign_IntroSuppress Sets the text for ‘skip’ checkbox. This is only available to recipients that have a DocuSign account.

Default Value: Check here to skip this message in the future

Signing Header

These lines set the information shown and message text displayed at the top of the signing page.

A DocuSign_HideSubjectHeader Sets if the email Subject is shown or hidden (true = hide) in the header. Default Value: false

B DocuSign_SigningAllowDownload Sets if the download button is shown or hidden (true = show). Default Value: true

C DocuSign_SigningAllowPrint Sets if the print button is shown or hidden (true = show). Default Value: true

D DocuSign_HideUpperCornerToolsCloseX Sets if the close icon is shown or hidden (true = hide). Default Value: false

B C

A

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1 DocuSign_Download Sets the text for ‘Download’ documents button. Default Value: Download

2 DocuSign_Print Sets the text for ‘Print’ documents button. Default Value: Print

More Options List

These lines set the information and text shown in the More options button.

A DocuSign_DeclineAllow Sets if the Decline option is shown or hidden (true = show). This also applies to the Welcome – Instructions.

B DocuSign_FinishLaterAllow Sets if the Finish Later option is shown or hidden (true = show). This also applies to the Welcome – Instructions.

1 DocuSign_More Sets the text for ‘More’ options button. Default Value: More

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2 DocuSign_EnvelopeHistory Sets the text for ‘View History’ option. Default Value: View History

3 DocuSign_Certificate Sets the text for ‘View Certificate’ option. Default Value: View Certificate

4 DocuSign_ConsumerDisclosure Sets the text for ‘Consumer Disclosure’ option. Default Value: View Consumer Disclosure

DocuSign_ConsumerDisclosure_Header Sets the header text for consumer disclosure pop-up shown when the consumer disclosure is selected from the ‘More’ options list.

Default Value: Agreement to do business with [[SenderAccount]] 5 DocuSign_ChangeSigner Sets the text for ‘Change Signer’ option. This also sets the header text

for the Change Signer dialog box and button. Default Value: Change Signer

6 DocuSign_Decline Sets the text for the ‘Decline to Sign’ option. It also sets the text for the ‘Decline to Sign’ button on the ‘Decline to Sign’ dialog box and on the Welcome – introduction page.

Default Value: Decline

7 DocuSign_SignOnPaper Sets the text for the ‘Sign On Paper’ option. It also sets the header text for the Sign on Paper instructions dialog box and ‘Sign on Paper’ button. Default Value: Sign on Paper

8 DocuSign_FinishLater Sets the text for ‘Finish Later’ option. This also applies to the ‘Finish Later’ button.

Default Value: Finish Later

More Options List (Account Administrators)

These lines set the text for the additional options shown to

1

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1 DocuSign_Void Sets the text for ‘Void’ option.

Default Value: Void

2 DocuSign_Correct Sets the text for ‘Correct’ option. Default Value: Correct

Document Download

These lines set the text used for the Document Download dialog box.

1 DocuSign_DocumentDownload Sets the header text for Document Download dialog box. Default Value: Secure File Download

2 DocuSign_DownloadCombinedLabel Sets the header text for downloading documents as a combined PDF file. Default Value: Combined Document

3 DocuSign_DownloadArchiveLabel Sets the header text for downloading documents as a zip file with separate PDFs.

Default Value: Archive of all Documents 1

2

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Note Dialog

These lines set the text note dialog box.

1 DocuSign_RecipNote Sets the header text for the note dialog box. Default Value: Note

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Free-Form Signing

These lines set the information shown and message text used for Free-Form signing.

Free-Form Signing Menu

These lines set the text used for the Free-Form Signing menu.

DocuSign_SignerPlacedAddTooltip Sets the help text for the free-form signing menu.

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DocuSign_HelpfulFreeformBegin_Mobile Sets the help text for the free-form signing menu for mobile clients. Default Value: Tap on document to add a field

1 DocuSign_DragSignature Sets the text associated with a Signature tag in the menu. Default Value: Signature

DocuSign_DragSignHereTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Signature tag

2 DocuSign_DragInitial Sets the text associated with an Initial tag in the menu. Default Value: Initial

DocuSign_DragInitialHereTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Initial tag

3 DocuSign_DragFullName Sets the text associated with a Full Name tag in the menu. Default Value: My Name

DocuSign_DragFullNameTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop My Name tag

4 DocuSign_DragFirstName Sets the text associated with a First Name tag in the menu. Default Value: My First Name

4 DocuSign_DragFirstName_Mobile Sets the text associated with a First Name tag in the menu for mobile clients.

Default Value: First Name

DocuSign_DragFirstNameTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop My First Name tag

5 DocuSign_DragLastName Sets the text associated with a Last Name tag in the menu. Default Value: My Last Name

5 DocuSign_DragLastName_Mobile Sets the text associated with a Last Name tag in the menu for mobile clients.

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DocuSign_DragLastNameTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop My Last Name tag

6 DocuSign_DragEmailAddress Sets the text associated with an Email Address tag in the menu. Default Value: My Email Address

6 DocuSign_DragEmailAddress_Mobile Sets the text associated with an Email Address tag in the menu for mobile clients.

Default Value: Email

DocuSign_DragEmailAddressTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop My Email Address tag 7 DocuSign_DragCompany Sets the text associated with a Company tag in the menu.

Default Value: Company

DocuSign_DragCompanyTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Company Name tag 8 DocuSign_DragTitle Sets the text associated with a Title tag in the menu.

Default Value: Title

DocuSign_DragTitleTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Title tag

9 DocuSign_DragDateSigned Sets the text associated with a Date Signed tag in the menu. Default Value: Date Signed

DocuSign_DragDateSignedTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Date Signed tag 10 DocuSign_DragText Sets the text associated with a Text tag in the menu.

Default Value: Text

DocuSign_DragTextTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

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11 DocuSign_DragCheckbox Sets the text associated with a Checkbox tag in the menu. Default Value: Checkbox

DocuSign_DragCheckboxTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Checkbox tag DocuSign_SignerPlacedCompleteTooltip Sets the help text for completing free-form signing.

Default Value: Click Finish when you are ready to complete signing. DocuSign_SignerPlacedCompleteTooltipMobile Sets the help text for completing free-form signing for mobile clients.

Default Value: Tap Finish when you are ready to complete signing. DocuSign_SignerPlacedComplete" Sets the text for the finish free-form signing button.

Default Value: Finish

Free-Form Signing Finished

These lines set the text used for the Free-Form Signing finished dialog box. This dialog box is also used when completing an Electronic Notary Signing session.

1 DocuSign_SignerPlacedCompleteConfirm Sets the message text for confirming that free-form is complete. Default Value: Are you finished signing your document?

1 DocuSign_HelpfulFinish_Mobile Sets the message text for confirming that free-form is complete for mobile clients.

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In Person Signing

These lines set the information shown and message text used for In Person Signing.

Signing Host Welcome – Introduction

These lines set if the Signing Host instructions are shown and the message text shown to the signing host.

DocuSign_InPersonSuppressHostInstructions This shows or hides the Host an In-Person Signing instructions dialog box (true = hide).

1 DocuSign_InPersonSecurityTitle Sets the header text for the Host and In Person Signing dialog box. Default Value: Host an In-Person Signing

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2 DocuSign_InPersonStartDesc Sets the introduction text for the Host.

Default Value: You have been asked by [[SenderName]] to be a signing host for the following documents. As a signing host you will:

3 DocuSign_InPersonStartStep1 Sets the text for step 1 of the host actions.

Default Value: Pass control of the mouse and keyboard or mobile device to [[Signer]].

Default Value: Ask [[Signer]] to enter required authentication information. 5 DocuSign_InPersonStartStep3 Sets the text for step 3 of the host actions.

Default Value: Support [[Signer]] through the e-signing process. 6 DocuSign_InPersonStartStep4 Sets the text for step 4 of the host actions.

Default Value: Help [[Signer]] obtain a copy of the document when finished. 7 DocuSign_InPersonStartStep5 Sets the text for step 5 of the host actions.

Default Value: Collect the mouse and keyboard or mobile device from [[Signer]].

Default Value: Enter your DocuSign account password to complete the signing process.

9 DocuSign_InPersonStartSkip Sets the text for ‘skip’ checkbox.

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Collect Signer Information

These lines set the message text shown to collect signer identification. This dialog box is only shown if an In Person Signer ID Question is entered in the DocuSign Console.

Note: The description header text for the signer identification field is set in account Preferences.

1 DocuSign_InPersonSecurityTitleIdentification Sets the header text for the dialog box. Default Value: Collect Signer Identification

2 DocuSign_InPersonIdDesc Sets the instructions for collecting signer information.

Default Value: Please collect the required Identification for [[Signer]] DocuSign_InPersonIdError Sets the message text shown if no information in entered for the question

and the signer tries to continue.

Default Value: Please enter an answer to the question. 1

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Pass Control to Signer

These lines set if the Host Signing Pass Control dialog box is shown and the message text in the dialog box.

DocuSign_InPersonSuppressPassNotifications This shows or hides the Host Signing pass controls dialog box (true = hide).

1 DocuSign_InPersonSecurityTitlePass Sets the header text for the pass control dialog box. Default Value: Host Signing

2 DocuSign_InPersonControl Sets the instruction text for the pass control dialog box. Default Value: control of the keyboard and mouse.

Signer Welcome - Instructions

These lines set the information shown and message text used for the Welcome – Instructions dialog box for an In Person signer. Most of the lines are the same as the standard Welcome – Instructions dialog box, only the line that are different are included below.

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1 DocuSign_IntroStepPassControl Sets the text for the step 4 for In Person signer actions. Default Value: Pass Control back to [[SigningHost]].

1 DocuSign_IntroStepPassControl_Mobile Sets the text for the step 4 for In Person signer actions for mobile clients. Default Value: Pass Control back to [[SigningHost]]

Signer Save A Copy

These lines set if the Save your Copy dialog box is shown and the message text in the dialog box.

DocuSign_InPersonSuppressEmailCopy This shows or hides the signer Save your Copy dialog box (true = hide). Default Value: false

1 DocuSign_HeaderStepGetCopy Sets the header text for the signer Save your Copy dialog box. Default Value: Save your Copy

2 DocuSign_InPersonEmailDesc Sets the message text for the signer Save your Copy dialog Box. Default Value: [[Signer]], please enter your email address so a copy of the signed document can be sent to you after all people have signed. 3 DocuSign_InPersonEmail Sets the text associated with the email address field.

Default Value: Email Address 2

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Pass Control to Host

These lines set the message text in the Pass Control dialog box. The header and text used in this dialog is also used for Electronic Notary Signing Pass Control to Notary Public.

1 DocuSign_HeaderStepPassControl Sets the header text for the Pass Control dialog box. This is shared with Electronic Notary signing.

Default Value: Pass Control

2 DocuSign_InPersonPassToComplete Sets the message text for the Pass Control dialog box when the signer is ready to complete signing. This is shared with Electronic Notary signing. Default Value: To complete the electronic signing process please pass control back to [[SigningHost]]

2 DocuSign_InPersonPassToCancel Sets the message text for the Pass Control dialog box when the signer chooses to cancel signing. This is shared with Electronic Notary signing. Default Value: To cancel the electronic signing process please pass control back to [[SigningHost]]

Signing Host Login

These lines set if the Signing Complete dialog box is shown and the message text in the dialog box. 2

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DocuSign_InPersonSuppressLogin This shows or hides the Signing Complete dialog box (true = hide). Default Value: false

1 DocuSign_InPersonCompleteSigning Sets the header text for the Signing Complete dialog box. Default Value: Signing Complete

2 DocuSign_InPersonPassCompleteLogin Sets the message text for the Pass Control dialog box when the signer completes signing.

Default Value: [[SigningHost]] log in to complete the signing process and confirm receipt.

2 DocuSign_InPersonPassCancelLogin Sets the header text for the Pass Control dialog box when the signer chooses to cancel signing.

Default Value: [[SigningHost]] log in to cancel the signing process. 3 DocuSign_InPersonPassword Sets the text associated with the host account password field.

Default Value: Account Password

Electronic Notary Signing

These lines set the information shown and message text used for an Electronic Notary Signing session. The Electronic Notary Signing session is similar to In Person Signing

Electronic Notary Witness a Signature – Introduction

These lines set the instructions and the message text shown to the Electronic Notary when starting a session. 2

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1 DocuSign_NotarySecurityTitle Sets the heading for the Electronic Notary dialog boxes. This heading is used in all the Electronic Notary dialog boxes.

Default Value: Witness a Signature

2 DocuSign_NotaryStartDesc Sets the text of the Electronic Notary session description.

Default Value: You have been asked to witness a signing with your DocuSign Electronic Notary Public credentials. As a notary public you will:

3 DocuSign_NotaryStartStep1 Sets the text for step 1 of the Electronic Notary session description.

Default Value: Pass control to [[Signer]] and observe the signing process. 4 DocuSign_NotaryStartStep2 Sets the text for step 2 of the Electronic Notary session description.

Default Value: Take control, confirm your DocuSign credentials and your commission information.

5 DocuSign_NotaryStartStep3 Sets the text for step 3 of the Electronic Notary session description. Default Value: Apply your notarial seal to the document and complete the notarial act.

6 DocuSign_NotaryStartBegin Sets the text for beginning the Electronic Notary session.

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7 DocuSign_BeginSigning Sets the text for the button that starts the Electronic Notary session. Default Value: Begin Signing

8 DocuSign_InPersonCancelNotarialAct Sets the text for the link to cancel the Electronic Notary session. Default Value: Cancel notarial act

Pass Control to Notary Public

These lines set the message text in the Pass Control dialog box. The header and text used in this dialog is also used for Pass Control to Host for In Person Signing.

1 DocuSign_HeaderStepPassControl Sets the header text for the Pass Control dialog box. This is shared with the standard In Person signing.

Default Value: Pass Control

2 DocuSign_InPersonPassToComplete Sets the message text for the Pass Control dialog box when the signer is ready to complete signing. This is shared with the standard In Person signing.

Default Value: To complete the electronic signing process please pass control back to [[SigningHost]]

2 DocuSign_InPersonPassToCancel Sets the message text for the Pass Control dialog box when the signer chooses to cancel signing. This is shared with the standard In Person signing.

Default Value: To cancel the electronic signing process please pass control back to [[SigningHost]]

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3 DocuSign_NotarySigningHost Sets the text used as the [[SigningHost]] for Electronic Notary sessions. Default Value: the Notary Public

Electronic Notary Login

These lines set the header and message text for the Electronic Notary login dialog box.

1 DocuSign_NotarySecurityTitle Sets the heading for the Electronic Notary dialog boxes. This heading is used in all the Electronic Notary dialog boxes.

Default Value: Witness a Signature 1

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2 DocuSign_InPersonHostDSAuthDesc Sets the text asking the Notary to sign in to their DocuSign account. Default Value: To continue the notarial act, please confirm your DocuSign account credentials.

3 DocuSign_InPersonCancelNotarialAct Sets the text for the link to cancel the Electronic Notary session. Default Value: Cancel notarial act

Electronic Notary Signer Identity and Information

These lines set the header and text information in the Electronic Notary signer identity and information dialog box.

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1 DocuSign_NotarySecurityTitle Sets the heading for the Electronic Notary dialog boxes. This heading is used in all the Electronic Notary dialog boxes. Default Value: Witness a Signature

2 DocuSign_InPersonJournalEntry Sets the text for the signer identity and information dialog box. Default Value: Enter the type of ID used by the signer to confirm his or her identity, as well as any additional information about the signing session.

3 DocuSign_InPersonJurisdiction Sets the text associated with the Notary Jurisdiction list. Default Value: Jurisdiction:

4 DocuSign_InPersonNotaryJournalEntry Sets the text associated with the Notary Type of ID list. Default Value: Type of ID:

5 DocuSign_InPersonNotaryJournalEntryNote Sets the text associated with the Notary Journal Notes text box. The number of characters changes as the Notary types Journal information.

Default Value: Journal Notes (250 characters remaining): 6 DocuSign_InPersonJournalEntryCredibleWitnesses Sets the text associated with the Add Credible Witness link.

Default Value: Credible (Identifying) Witnesses:

7 DocuSign_InPersonNotaryJournalEntryAddCredibleWitness Sets the text of the Add Credible Witness link that activates the Credible Witness block.

Default Value: Add witness

8 DocuSign_InPersonBeginNotarization Sets the text of the button to continue the Notary Signing. Default Value: Continue Notarial Act

9 DocuSign_InPersonCancelNotarialAct Sets the text for the link to cancel the Electronic Notary session.

Default Value: Cancel notarial act

DocuSign_InPersonNotaryJournalEntryNoID Sets the text for the error message displayed when no ID is selected in the Type of ID list.

Default Value: Please select an ID type to continue. DocuSign_InPersonNotaryJournalEntryNoJurisdiction Sets the text for the error message displayed when no

jurisdiction is selected in the Jurisdiction list.

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DocuSign_InPersonNotaryJournalEntryNoNote Sets the text for the error message displayed when no or an invalid Type of ID is slected.

Default Value: Please enter the ID type in the notes or select a different ID option to continue.

These lines set the information shown in the Type of ID list.

1 DocuSign_InPersonJournalEntryDriversLicense Sets the text for a driver’s license type of ID. Default Value: Driver's License

2 DocuSign_InPersonJournalEntryStateID Sets the text for a state ID type of ID. Default Value: State ID

3 DocuSign_InPersonJournalEntryPassport Sets the text for a passport type of ID. Default Value: Passport

4 DocuSign_InPersonJournalEntryMilitaryID Sets the text for a military ID type of ID. Default Value: Military ID

5 DocuSign_InPersonJournalEntryOtherID Sets the text for other ID type of ID.

Default Value: Other ID (enter in notes below) 1

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These lines set the text shown in the Credible Witness block.

1 DocuSign_InPersonJournalEntryCredibleWitnessSignature Sets the text for the credible witness signature block. Default Value: Signature:

2 DocuSign_InPersonJournalEntryCredibleWitnessName Sets the text for the credible witness name text box. Default Value: Name:

3 DocuSign_InPersonJournalEntryCredibleWitnessAddress Sets the text for the credible witness address text box. Default Value: Address:

DocuSign_InPersonNotaryJournalEntryAddCredibleWitnessError Sets the text of the error message shown when adding a credible witness if the Notary’s browser does not support HTML5.

Default Value: This feature requires HTML5 support. Please update your browser in order to add a witness. DocuSign_InPersonNotaryJournalEntryCredibleWitnessInvalid Sets the text of the error message shown if all the

information for a credible witness (Name, Address, and Signature) is not complete.

Default Value: Please make sure every witness has completed their section to continue.

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Electronic Notary Signing Menu

These lines set the text used for the Electronic Notary Signing options added to the Free-Form Signing menu. Information for the menu options not mentioned here can be found in the Free-Form Signing Menu section.

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1 DocuSign_DragNotarySeal Sets the text associated with a Notary Seal tag in the menu. Default Value: Notarial Seal

DocuSign_DragSealTab Sets the text of the message shown when the recipient’s cursor hovers over the Notary Seal tag.

Default Value: Drag and drop Notarial Seal tag 2 DocuSign_DragState Sets the text associated with a State tag in the menu.

Default Value: State

DocuSign_DragStateTab Sets the text of the message shown when the recipient’s cursor hovers over the State tag.

Default Value: Drag and drop State tag

3 DocuSign_DragCounty Sets the text associated with a County tag in the menu. Default Value: County of Commission

DocuSign_DragCountyTab Sets the text of the message shown when the recipient’s cursor hovers over the County tag.

Default Value: Drag and drop County of Commission tag 4 DocuSign_DragStreetAddress Sets the text associated with a Street Address tag in the menu.

Default Value: Street Address

DocuSign_DragStreetAddressTab Sets the text of the message shown when the recipient’s cursor hovers over the Street Address tag.

Default Value: Drag and drop Street Address tag

5 DocuSign_DragTelephoneNumber Sets the text associated with a Telephone Number tag in the menu. Default Value: Telephone Number

DocuSign_DragTelephoneNumberTag Sets the text of the message shown when the recipient’s cursor hovers over the Telephone Number tag.

Default Value: Drag and drop Telephone Number tag

6 DocuSign_DragCommissionNumber Sets the text associated with a Commission Number tag in the menu. Default Value: Commission Number

DocuSign_DragCommissionNumberTag Sets the text of the message shown when the recipient’s cursor hovers over the Commission Number tag.

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7 DocuSign_DragCommissionExpirationDate Sets the text associated with a Commission Expiration Date tag in the menu.

Default Value: Commission Expiration Date

DocuSign_DragCommissionExpirationDateTag Sets the text of the message shown when the recipient’s cursor hovers over the Commission Expiration Date tag.

Default Value: Drag and drop Commission Expiration Date tag

8 DocuSign_DragNotaryCertificateTab Sets the text associated with a Notary Certificate attachment tag in the menu.

Default Value: Notarial Certificate

DocuSign_DragNotaryCertificate Sets the text of the message shown when the recipient’s cursor hovers over the Notary Certificate tag.

Default Value: Drag and drop Notarial Certificate tag

Add Notarial Certificate

This line sets the header associated with the Add Notarial Certificate dialog box. Note that the list of Notarial Certificates is currently controlled by DocuSign. Contact your Account Manager for assistance with the list of certificates.

1 DocuSign_AttachNotaryCertificate Sets the heading text for the Add Notarial Certificate dialog box. Default Value: Add Notarial Certificate

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Electronic Notary Reserved

The following lines are not currently active, but are reserved for future use with Electronic Notary Signing.

DocuSign_InPersonRegisterAsNotary Default Value: Register as a DocuSign Electronic Notary Public DocuSign_InPersonSigningNotaryNotRegistered Default Value: You are not yet registered as a DocuSign

Electronic Notary Public

DocuSign_InPersonSigningNotaryNotRegisteredGoHere Default Value: Please register here and then restart this notarial act.

DocuSign_InPersonSigningNotaryNotRegisteredTitle Default Value: Notary Public not registered within DocuSign DocuSign_JurisdictionAuthenticationFailed Default Value: Failed to authenticate your notarial credentials

with the selected jurisdiction. Please select another jurisdiction. DocuSign_InPersonNotaryJournalEntryCert Default Value: Please select the type of notarial certificate you

would like to apply:

Digital Certificates

These line set header, message, and error text associated with Digital Certificates.

Note: DigitalCert_ lines that are not included in the information below are not currently active, but are reserved for future use with digital certificates.

Signer Welcome - Instructions

These lines set the information shown to signers in the Welcome – Instructions dialog box for signers.

Important: You must not change the name of the certificate type, DocuSign Express Digital Signature or SAFE-BioPharma Digital Signture, in the text.

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DocuSign Signing Resource File Information

Guide