Entity Default Document Settings

Entity Default Document Settings control how documents behave by default when they are created and sent from your entity.

These settings apply to all new documents, but individual document settings can be adjusted later if needed.

From Document Settings, you can configure:

Signing methods define how recipients can sign documents.

You can enable one or more signing options, such as typed signatures, handwritten signatures, SMS verification, or electronic identification. These options are available to senders when creating new documents.

You can also choose to automatically include the sender’s signature.

Recipient management settings control how recipients interact with documents.

These options include chat, comments, downloads, signature delegation, consent prompts, and access verification. They help balance ease of signing with control and compliance.

These settings control document behavior and email handling across the entity.

Examples include default expiration, document identifiers, signature certificate formatting, signing button text, sender name customization, reply-to handling, and global BCC for customer-facing emails.

Reminder settings define when automated reminders are sent to recipients.

You can control reminder triggers, frequency, expiration warnings, and whether reminders are sent on weekends.

Notification settings control when senders receive email notifications about document activity.

These notifications help senders track recipient engagement and document progress.

Only users with the appropriate permissions can change Entity Default Document Settings.

Changes apply to new documents only and do not retroactively affect documents that have already been sent.