Set the composer pre-selection

The composer is the assistant members use to create a new request. Here you set what is already pre-selected in it: subject, recipients, signature type and the settings of each new task.

For administrators only

You need administrator rights for the organization.

Where to find it

Administration → Defaults → Composer pre-selection card

1. Subject always from the first file and Also for requests created through the API
2. Default recipient choice (and, with Other people, Starting point)
3. Default task type
4. Attach signed documents to the completion e-mail
5. Task settings: Optional Permissions and Notifications
6. Authentication

Change the values and click Save at the bottom of the page. The pre-selection only applies to newly started requests. If a template is used, its values always apply.

Subject and recipients

Setting	What it does	Default
Subject always from the first file	When you click Next in step 1, the subject is always taken from the name of the first file, even if a template, a portfolio or a draft already has a subject. When switched off, actaSIGN only replaces an empty or automatically assigned subject.	off
Also for requests created through the API	The same for requests that another system creates through the API. Only available when the switch above it is on.	off
Default recipient choice	Which card is pre-selected in step 2: Only me, Other people or No pre-selection	Only me
Starting point	Only with Other people: whether step 2 first shows Process templates or Form templates	Process templates

Signature and completion

Setting	What it does	Default
Default task type	What a new task starts with: Simple electronic signature (SES), Advanced electronic signature (AES), Qualified electronic signature (QES-CH) or Qualified electronic signature (QES-EU)	SES
Attach signed documents to the completion e-mail	Whether this switch is on in step 3. If the documents are too large, the composer switches it off again itself.	off

Task settings

What each new task starts with. Senders can change it for each task.

Setting	What it does	Default
Optional Permissions	Granted in advance: Delegate, Invite others, Download documents, Upload enclosures	none
Notifications	Don’t notify when completed, Don’t notify when recalled, Don’t notify when declined suppress the e-mail in question; Send confirmation to the person who completed it sends the person a confirmation after they complete the task	none
Authentication	How the recipient must confirm: None, OTP via SMS, Password, Login required or Authenticator app / Passkey	None

Tip

If you choose Authenticator app / Passkey under Authentication, every person entered in the composer must already have set up strong authentication. Otherwise the composer does not let you go on to document editing. You send invitations for this under Strong authentication: invitations.

Good to know

• Every task always has the standard permissions (comment, complete, decline).
• Whether senders may grant the Fill in fields permission at all is set under Recipient permissions.
• OTP via SMS needs a mobile number of the recipient.

See also

• Send a request
• Notifications for senders