Document settings give you control over how your deal behaves, from setting expiration dates to deciding if recipients can sign with initials. This guide explains how to access these controls and customize them for your specific needs.
Access the settings menu
To change permissions or expiration rules, you need to open the document's specific settings menu.
Open the document you want to edit.
Click the three dots (⋯) menu in the top right corner.
Select Settings from the dropdown list.
Customize ownership and expiration
The settings panel allows you to control who owns the document and how long it remains active for the recipient.
Set an expiration date and time: Choose a specific deadline for when the document will automatically expire and become inaccessible to the recipient.
Change owner: Reassign the document to a colleague so they can manage the deal or receive the signed notifications.
Set document as private: Toggle this on to restrict visibility so only invited users or the owner can view the document.
Set start and end dates: Define the validity period for contracts so recipients know exactly when the agreement terms begin and end.
Enable signature options
You can adjust how recipients are allowed to sign the document to match your compliance or preference requirements.
Allow signature transfer: Grant recipients the ability to forward their signing rights to another person (e.g., if they are not the authorized signer).
Sign by hand: Enable this to allow recipients to draw their signature on their screen.
Sign with initials: Allow recipients to sign using just their initials rather than a full signature.
Download or delete the document
If you need an offline copy or want to remove a file entirely, you can do so from the main menu.
To download a PDF: Click the three dots (⋯) menu and select Download as PDF to save the file to your device.
To delete a document: Click the three dots (⋯) menu and select Delete.
Deleting a document is irreversible. Once you confirm the deletion, the document and its data cannot be recovered.