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Manage policies with uPolicy
Use Signature Types to control how your policies are sent out for signing
Use Signature Types to control how your policies are sent out for signing

Learn what the signature settings are and how to set them for your policies.

Micke Ahola avatar
Written by Micke Ahola
Updated over a week ago

There are many ways in which you might want your policies to be signed, whether you want them to be sent out automatically to new members of staff or whether you want all your users to re-sign them yearly.

The Signature Settings allow you to choose how your policies will be automatically sent out for signing and re-signing.

On the View Policies page, the Signature Type for each policy will be listed.

How to set a Signature Type for a policy

1. Find the policy on the View Policies page. From the action button next to the policy, click Edit Policy.

2. Find the Signature Settings tab.

3. Select the Signature Type you wish from the drop-down. The pane on the right shows you the settings contained within each Signature Type to make it easier for you to choose.

4. Click the Update Policy button to save your settings!

How to set the default Signature Type

The Default Signature Settings allow you to choose which Signature Type is enabled for new policies by default.

You can set the default Signature Type in your platform settings.

1. Click Settings under the settings cog on the top right, next to your name.

2. Click Default Signature Settings under uPolicy on the left-side menu.

3. Select the Signature Type you wish to enable by default from the drop-down menu.

4. Click the Save button to save your settings!

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