Permission Sets in Smarter Drafter Pro allow you to customise access for different teams, practice...
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2 minute read
Adding signatures to documents is one of those small but time-consuming tasks that can slow things down.
Our latest update makes it simple for users to insert a Profile Signature (signature image) during drafting or review in the Word Add-In - while giving firms complete control over how signature images are used.
A Better User Experience
From a user’s perspective, it’s straightforward: when filling out a form, they’ll immediately see if their signature image is already saved in their user profile. They can preview it, and if needed, upload a new image in seconds. The signature is now managed by Smarter Drafter Pro. No more hunting around for a file or dragging a signature into place - just click and move on.
The signature image is also available in the Smarter Drafter Word Add-In, where it can be easily dragged and dropped into the document during review.
Built for Security and Compliance
Unlike other automation platforms, we know that a Profile Signature carries weight. That’s why this feature comes with the same level of control you’d expect from a system trusted by enterprise firms.
- Direct Mapping: Builders can map the “Signature” field directly from a user profile into a form.
- Granular Permissions: A new “Signature” permission type allows admins to decide who can access others profile signatures to be used in documents, with three levels of control:
- No Access: Users can’t merge others' signatures at all.
- Access to All Users: Users can insert any active user’s signature (unless the owner has disabled it).
- Specific Users: Access is restricted to named individuals.
- User level opt-out: On top of this, each user can opt out entirely from having their signature used by others, regardless of the permissions set.
Optional and Admin-Controlled
By default, signatures in forms are turned off. An admin must explicitly enable the feature and define access. This ensures firms adopt signatures in a way that fits their compliance and workflow standards, rather than leaving the door open to misuse.
Why It Matters
This new capability saves time when Profile Signatures are required, eliminates repeated uploads, and ensures documents are complete at the point of creation. At the same time, firms retain the granular controls needed for compliance, governance, and peace of mind.
With Smarter Drafter Pro, the goal is simple: make document automation faster and smarter - without compromising on security.
Get Started
Want the full details on how profile signatures work in Smarter Drafter Pro? Check out our Knowledge Base article on User Profile Signatures.
This KB article includes with step-by-step instructions and screenshots. It walks through:
- How to upload, preview, and manage your signature image in your profile
- How builders can map a signature field into forms
- The permission levels available to admins (No Access, Specific Users, All Users)
- How users can opt out of having their signature used
