Explaining each section and settings you can do
19 articles
Settings - IntroductionHow to access the settings for your entity or account.
How to set up your profile on the platformSet up your profile on the platform
How to change your email addressHow to change your email address
How to change the language on your profile and what language are supportedHow to change language on your profile and what language are supported
How to change your passwordHow to change the password for your account
Document settings
Guides on what settings you can make for a document being sent
How to set up Document SettingsHow to set up the entities default document settings for Signing, Recipient(s) and the Document
How to change the SMS sender nameHaving trouble with your text message with an Alphanumerical sender/using your company name as a sender here is what you need to know.
How to set up RemindersHow to set the default timing of reminders being sent to recipients
How to set up NotificationsHow to setup your default for being notified about document activity
Entity settings
Guides on what settings you can make for the Entity
How to create and edit your EntityHow to create and edit your organization's account information
How to add and manage users on your entityHow to add and edit users on your entity
How to create and manage TeamsHow to setup your users on different teams
How to create and manage TagsHow to create a tag library and help your users organize send-outs
Available only on our enterprise plus plan.
How to manage your branding settings and Email templatesHow to manage your branding settings (logo, subdomain, redirect URL) create/manage themes and create/manage Email templates
How to set up your Security settingsHow to setup your settings for Security, Data protection and Document removal
How to set up your Subscription plan settingsHow to set up your Subscription plan settings and Billing settings. Also how to update (licenses) and upgrade your plan
How to set up Communication templatesCommunication templates
Integrations settings
Guides on how to find and connect integrations from the platform
Integrations settingsHow to find and connect integrations within the platform
Webhook settingsHow to find your Webhooks within the platform