Accessing Document, Reminder, and Notification Settings
To configure document settings, reminders, and notifications:
Click on your profile image in the top right corner.
Select Settings.
Navigate to Document Settings.
Signing Methods
Select how documents should be signed. These settings apply to all new documents created within this entity. Ensure you click Save after making changes.
Sign by Hand – The recipient signs with a digital handwritten signature, visible on the signature certificate.
Sign with Initials – The recipient signs using only their initials.
Sign by Typing – The sender and recipient can type their signature using a keyboard.
Sign by SMS Code – A unique code is sent via SMS, which must be entered to sign the document.
Sign with Electronic Identification (e-ID) (Add-on for eSign plan, contact us for details) – Enables Advanced eSigning with Electronic Identification.
Automatically Add Sender Signature (Self-Sign) – The sender’s signature is automatically included.
Recipient Management Settings
Configure how senders can interact with recipients. Click Save after making any modifications.
Identify New Recipients – Notifies the sender if a document is opened by someone not on the recipient list.
Enable Document Chat – Allows real-time chat on the document page.
Enable Comments – Senders and recipients can highlight and comment on specific document content.
Allow Recipients to Download Document – Recipients can download the document before and after signing.
Allow Signature Transfer – Recipients can delegate signing rights to another person.
Show eSign Consent Before Signing – Collects recipient consent according to e-signing disclosure terms.
Verify with SMS Code to Open – A 6-digit SMS code is required for document access (modifiable at the document level).
Other Document Settings
These settings apply to all documents sent from this entity. Click Save after making any updates.
Document Expiration – Set a default expiration date for new documents.
Unique Document ID – Enables a custom document ID (for internal use, not visible to recipients).
Position of Digital Fingerprint on Signature Certificate – Adjust vertical placement by specifying pixel values.
Sign Button Text – Customize the text displayed on the signing button.
Send Email Copy of Signed Documents – Automatically send a PDF certificate of all non-private signed documents to a specified email.
Customize Sender Name in Emails – Change the default email sender name from "[User Name] via GetAccept" to a preferred name.
Reply-To Address for Recipient Responses – Specify an alternate reply-to email address for recipient responses.
Reminder Settings
Set conditions for automated reminders to recipients. Click Save after making any adjustments.
Enable Automatic Reminders (Required to activate the options below)
Document Not Opened – Sends a reminder if the document remains unopened.
Document Not Signed – Triggers a reminder if the document has not been signed.
Set Reminder Frequency – Define how often reminders are sent.
Document Expiration Soon – Notifies recipients before the document expires.
Send Reminders on Weekends – Choose whether reminders are sent on weekends.
Notification Settings
Select when senders receive email notifications. Click Save after making updates.
Enable Email Notifications (Required to activate the options below)
When the Document is Reviewed
When the Document is Signed
When the Document Could Not Be Delivered
When the Document is Printed
When an Attachment is Opened
When the Document is Viewed
When a Recipient Comments
When the Document is Rejected
When the Document is Downloaded
When the Document Expires
When the Document is Forwarded
