Setting up entity-wide defaults ensures that every document sent by your team follows the same security protocols, signing methods, and reminder schedules automatically.
Access your document settings
To manage these defaults, you must be in the correct section of your entity settings.
Click on your profile image in the top right corner.
Select Settings from the dropdown menu.
Click on Document Settings in the right-hand navigation.
Configure signing methods
Select the default ways you want your recipients to sign. These choices will apply to all new documents created within this entity.
Navigate to the Signing Methods section.
Toggle on your preferred methods, such as Sign by Hand, Sign by Typing, or Sign by SMS Code.
Enable Automatically Add Sender Signature if you want the sender’s signature included on every document by default.
Click Save at the bottom of the section to apply your changes.
Pro-tip: Electronic Identification (e-ID) is an advanced feature. If you don't see it as an option, contact the GetAccept team to add it to your plan.
Manage recipient interactions
Control how recipients interact with your documents and whether they can delegate their signature to others.
In the Recipient Management Settings section, toggle Enable Document Chat or Enable Comments to allow real-time collaboration.
Toggle Allow Signature Transfer if you want recipients to be able to forward the signing rights to a colleague.
Enable Verify with SMS Code to Open if you require a higher level of security before a recipient can even view the document.
Click Save to lock in these settings for the entity.
Set up automated reminders
Automated reminders keep your deals moving without manual follow-up from your sales team.
Scroll to Reminder Settings and toggle Enable Automatic Reminders to "On."
Select the triggers, such as Document Not Opened or Document Not Signed.
Define your Reminder Frequency (e.g., every 2 days) and decide if you want to Send Reminders on Weekends.
Click Save to activate the automation.
Note: Reminders only trigger for documents that are in an "Active" state and have not yet been signed or expired.
Customize notifications and global settings
Decide which actions should trigger an email alert to the document sender and manage global filing settings.
Under Notification Settings, check the boxes for events all users want to track, such as When the Document is Signed or When a Recipient Comments.
In Other Document Settings, set a default Document Expiration (e.g., 14 days) to create urgency.
Use Global BCC to enter an email address (like a shared sales inbox or a CRM dropbox) that should receive a copy of every customer-facing email.
Click Save to finalize your entity configuration.