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Document settings for a document in draft (E-sign plan)
Document settings for a document in draft (E-sign plan)

Expiration date/time, owner, sign by hand, sign by initials, signature transfer, set as private, download as a PDF, delete document (eSign)

Updated over 5 months ago

How to access Settings

  1. Click on the three dots up at the top

  2. Select Settings

Here you can set:

  • Expiration date

  • Expiration time

  • Change owner

  • Sign by hand (draw signature)

  • Sign with initials

  • Allow signature transfer (the recipient can transfer their signature to someone else)

  • Set the document as Private

How to download the document as a PDF

  1. Click on the three dots up at the top

  2. Select Download as PDF

  3. The download will begin shortly and then you will get your document as a PDF

How to delete a document

  1. Click on the three dots up at the top

  2. Select Delete

  3. Done!

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