All settings of a task
Every task in a request or template has settings: what the person does, how they prove who they are and what they may do. Here you see them all at a glance.
| Setting | Choices | Explained in |
|---|---|---|
| Task type | Simple electronic signature (SES), Advanced electronic signature (AES), Advanced electronic signature CH (AES CH), Qualified electronic signature (QES-CH), Qualified electronic signature (QES-EU), Organization seal, Approval (no signature), Information only | Choose the task type, Signature types |
| Mobile number | needed for AES, AES CH (+41 only) and QES | Enter the mobile number |
| Seal | a seal of your organization | Organization seal |
| Authentication | None, OTP via SMS, Password, Login required, Authenticator app / Passkey | Protect a task further |
| Personal message | text for this person only | Own message and language |
| Notification language | language of the e-mails to this person | Own message and language |
| Optional Permissions | Delegate, Invite others, Fill in fields, Download documents, Upload enclosures | Advanced options |
| Notifications | Don’t notify when completed, Don’t notify when recalled, Don’t notify when declined, Send confirmation to the person who completed it | Advanced options |
| View requirement | No requirement, Recipient must view all pages, specific pages | Advanced options |
| Click-to-confirm signatures | No confirmation required, All signature fields must be confirmed, specific fields | Advanced options |
| Link to the result | Don’t send a link to the result (only with Information only) | Link to the result |
For a whole step there is also the Default message for tasks, see Message for a whole step.
Good to know
Section titled “Good to know”- Commenting, completing and declining are always allowed.
- Your administration can set defaults, e.g. which task type is preselected. See Defaults in the composer.
- The same settings apply in a template; they are taken over into every new request.