Customize how documents are prepared and sent. Configure field appearance, security, reminders, expiration, and document sources.
Customize how your document fields appear and behave.
| Setting | Description | Default |
|---|---|---|
| Default Field Font | Sets the default font used for fields placed on documents. | Helvetica |
Manage document protection and control recipient access.
| Setting | Description | Default |
|---|---|---|
| Share Contacts | Allow all senders to share this account's contacts. | Off |
Set default reminders that will automatically apply to new envelopes you create. These can be customized per envelope.
| Setting | Description | Default |
|---|---|---|
| First Reminder | ||
| Enable Reminder | Automatically remind recipients who haven't signed yet. | Off |
| Days after envelope is sent | Number of days after the envelope is sent before the first reminder is delivered. | 3 |
| Repeating Reminder | ||
| Enable Repeating | Enable recurring reminders sent at a fixed interval until the envelope is completed. | Off |
| Days between reminders | Number of days between each follow-up reminder. | 3 |
Define how many days until a document expires and when you'd like to receive alerts.
| Setting | Description | Default |
|---|---|---|
| Expiration Period | Number of days after the envelope is sent before it expires and is no longer active. | 30 |
| Expiration Alert | Number of days before expiration when an alert is sent to notify you the envelope is about to expire. | 1 |
| Setting | Description | Default |
|---|---|---|
| Enable Comments | Allow recipients to leave comments on documents, enabling clear communication and streamlined feedback. | Off |
Choose which document sources are available when creating envelopes.
| Setting | Description | Default |
|---|---|---|
| Include Envelope ID in the Document | Display the unique envelope identifier on the document for tracking and reference purposes. | Off |
Configure how recipients interact with documents and manage their signing experience.
| Setting | Description | Default |
|---|---|---|
| Decline Reason Required | Require recipients to submit a reason when declining to sign a document. | Off |
Control which documents and records are included in emails and ensure recipients have access to the right information.
| Setting | Description | Default |
|---|---|---|
| Attach Documents to Completion Email | Attach all envelope documents to the completion email sent to recipients. | On |
| Attach Audit Trail to Completion Email | Attach the audit trail for the envelope to the completion email. | On |
Define which email addresses are used for sending and receiving documents.
| Setting | Description | Default |
|---|---|---|
| Contact Email | Contact email for recipients, which is linked in envelope emails. |
Manage which notifications you receive when recipients interact with your documents. Get updates from the moment a document is opened until it's fully signed and completed.
| Setting | Description | Default |
|---|---|---|
| Notify When Document Is Opened | Receive an email notification when a recipient opens the document. | On |
| Notify When Document Is Signed | Receive an email notification when a recipient signs the document. | On |
| Notify When Document Is Declined | Receive an email notification when a recipient declines to sign. | On |
| Notify When Document Is Completed | Receive an email notification when all recipients have completed signing and the envelope is finalized. | On |
Changes take effect immediately after saving.
Reminder and expiration defaults set here apply automatically to all new envelopes. They can still be overridden on a per-envelope basis when creating or editing an envelope.