Enable Automatic Reminders

1. Select the Admin tab at the top of the page. 
2. Select Contract Types from the left panel. 
3. Click to open the contract type that you want to enable automatic reminders.
4. Select Contract Settings at the top of the contract type details page. 
5. Select Signature under Contract Settings.
6. Check the Send Automatic Reminders checkbox.
7. Specify how frequently reminders should be sent using the Send Every field, then click Save.
   

Set Signing Order

1. Select the Admin tab at the top of the page. 
2. Select Contract Types from the left panel. 
3. Click to open the contract type that you want to set signing order.
4. Select Contract Settings at the top of the contract type details page. 
5. Select Signature under Contract Settings.
6. Choose either Optional or Mandatory in the Sign Settings section, then click Save. 
   

Add Default Organization Representative Signers

1. Select the Admin tab at the top of the page. 
2. Select Contract Types from the left panel. 
3. Click to open the contract type that you want to add default organization representative signers.
4. Select Contract Settings at the top of the contract type details page. 
5. Select Signature under Contract Settings.
6. Check the Add default organization representative signers checkbox in the Sign Settings section, then select the signers.
7. Click  Add More to add more organization representative signers.
8. Click  More next to the signers to add a private message, set authentication, and choose language for each of the signers. You can send the authentication code via email, SMS, or deliver it offline for the signer to enter while signing.
9. Click Save.
   

Note: The delivery mode will be set to Email automatically if the chosen delivery mode is SMS and the signer does not have a phone number.

Add the Counterparty Primary Contact as the Default Counterparty Representative Signer

1. Select the Admin tab at the top of the page. 
2. Select Contract Types from the left panel. 
3. Click to open the contract type that you want to add the counterparty primary contact as the default counterparty representative signer.
4. Select Contract Settings at the top of the contract type details page. 
5. Select Signature under Contract Settings.
6. Check the Add the counterparty primary contact as the default counterparty representative signer checkbox in the Sign Settings section.
7. Click  More next to the counterparty primary contact to add a private message, set authentication, and choose language for the counterparty primary contract. You can send the authentication code via email, SMS, or deliver it offline for the signer to enter while signing.
8. Click Save.