Sign settings
Preferences, signing and security, branding, folders, workflow rules and the audit log.
Admins open Settings.
Preferences
Document number prefix, when new documents expire, how often recipients are reminded, how "Date signed" looks, the signing page's default language, signing order for new documents, attaching the signed PDF to the "completed" email, and which emails the team gets.
Signing & security
- Consent to sign electronically (on / off, your own wording).
- Whether recipients can decline and pass the document on.
- Ways to sign: draw, type, upload.
- The default check for new recipients (email link, code by email, access code).
- The MSG91 flow ID for codes by SMS (India).
- Retention (Business): remove the files of finished documents after the days you choose. The record and audit trail stay.
Branding (Professional)
Your colour for buttons on emails and signing pages, and a footer line under emails. Your logo comes from the organization profile.
Folders
Folders for documents - filter by folder on the Documents page.
Workflow rules (Professional)
When a document is sent, opened, signed, approved, completed, declined, expired or recalled: tell someone in the app, email an address, or call a web address. Limit a rule to one template. Messages can use {title}, {document_no}, {recipient}, {status} and {link}.
Audit log (Professional)
Who changed settings, users, templates, keys and webhooks, and who sent, recalled and deleted documents.