Please note!
This setting can only be edited by an admin. The settings will affect all users on the entity if nothing else is stated.
How to set up the entity's default document settings
In your document settings, you can change the settings for document view and signing for the entity.
Click and check the boxes to customize the features you want to be set as default when creating a send-out.
Below we will list the different types of settings you can set here.
Important to click Save on each box once you've marked a setting to be active
Signing settings
Signing |
Set the default signing method for the documents that are sent out by the users on the entity. When a signing method is activated it will automatically be applied to a document when creating a new draft. |
Automatically Self-Sign new documents
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The sender will automatically sign the document when clicking "Sign and send". The signature of the sender will appear on the signature certificate when all recipients have signed.
This setting can be changed for an individual send-out by all users.
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Use handwritten signature |
Let the recipient sign the document with their handwritten signature. The handwritten signature will be seen on the signature certificate when all recipients have signed.
This setting can be changed for an individual send-out by all users.
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Use Type-to-sign
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Instead of drawing a handwritten signature, you can activate the option to use Type-to-sign. The recipient can then enter their name to create a signature.
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Sign document with SMS
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Available in the Professional plan and Enterprise Plus plan.
The recipient will receive a 6-digit PIN code to their mobile phone that they will have to enter in the document to be able to sign.
This setting can be changed for an individual send-out by all users. |
Sign documents with initials
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Let the recipient sign the document with their initials.
This setting can be changed for an individual send-out by all users.
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Sign document with e-ID
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Available in the Professional plan and Enterprise Plus plan.
Sign documents with Electronic Identification (e-ID), also known as Advanced eSigning. We currently support: BankID - Swedish eID BankID NO - Norwegian eID NemID - Danish eID Finnish Trust Network - Finnish eID
This setting can be changed for an individual send-out by all users. |
Document expiration time
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Control how long the document will stay live before expiring. We recommend basing this on how long your sales process is.
This setting can be changed for an individual send-out by all users. |
Recipient settings
Recipients |
These settings will affect the recipients of a document. Choose security settings and what actions the recipients are allowed to do. |
Allow recipients to download the document
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The recipients of a document will be able to download the document before and after signing. |
Show e-sign consent before signing |
Collect consent from the recipient to the term of the e-signing disclosure. By signing the document they will also consent to the terms of the e-signing disclosure.
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Identify new recipients
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Automatically identify new viewers who open the document. The new viewer will have to enter their email to be able to open the document.
When a new viewer has entered their email and opened the document, they will be added to the recipient list with the role Only view.
If a sender on the document enters their document link a second time from a different place than the first time, then they also will be prompted to verify with their email address. Important to note: the signer(s) will then need to add the same email the document was sent to the first time, if they do not then they will be added as only view.
This setting can be changed for an individual send-out by all users.
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Allow Signature Transfer
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Allow recipients to transfer their signature rights to the person they are forwarding the document. This is great if you are not always sure who needs to be signing the document you are sending.
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Turn off document commenting
| Turn off the option to comment on the document. Neither you nor the recipient will be able to use the document chat.
Please note! This will be active for all users on the entity and will need to be turned off to enable the chat again.
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Verify with SMS code to open
| Available in the Professional plan and Enterprise Plus plan.
To access the document the recipient will have to enter a 6-digit code that will be sent to their mobile phone.
This setting can be changed for an individual send-out by all users. |
Advanced settings
Unique Document ID
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Activate unique ID for all send-outs. This is for internal purposes and a recipient won't see the unique ID. |
SMS Sender Override
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If you want to change the name which is stated as the sender name on an SMS (text message) you can write the name in this field. A name can be 11 characters long. Not all countries support alphanumeric Sender ids. See the list here
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Email Sender Name Override
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The email sender name is today defaulted to the user name field, for example, John Doe via GetAccept could say ACME Inc via GetAccept in the email sender name. |
Footer Fingerprint Offset
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Adjust the location of the footer fingerprint appearing on signed documents, making sure it doesn't cover anything up on your signed document. You can move it up by doing -# pixels you want to move it up by or move it down by doing # pixels you want to move it down by.
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Email Copy of all non-private signed documents to
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Select an email to send all non-private signed documents to and keep track of all interactions in one place.
An example is that the HR department will get a copy of all signed contracts automatically.
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Email Sender Email Reply To Override
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The email Sender email is today defaulted to the user email who is sending the document. When a recipient is answering an email to reply_to_sender@getaccept.com The email goes out to the sender of the document.
With Sender Email Reply To, you can change so that when a recipient is answering an email, instead of going to the sender it goes automatically to the chosen email address.
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