Contract Settings Overview

Contract Settings allow administrators to define default workflows and settings for contract creation, collaboration, signatures, and more — for example, choosing the default time zone for contract creation, automatically marking contracts as Draft Completed, enabling track changes by default for collaborators, choosing how signers are authenticated, and deciding the order in which recipients must sign. Contract Settings are available at two levels:

General Level Contract Settings

General-level contract settings apply to all contracts in the organization. They define common behavior for contract creation and management, so users do not need to configure the same options for every contract.

Feature Availability: Available from Professional Plan.

Contract Type Level Contract Settings

Contract type-level settings apply only to contracts created under a specific contract type. These settings are useful when different contract types require different permissions or signature configurations.

Contract type-level settings include the same common settings available at the general level, along with additional settings specific to the contract type.

Feature Availability: Available from Premium Plan.

Note: By default, the settings configured at the general level also apply to all contract types. If any setting is modified at the contract type level, that setting applies only to contracts of that contract type and does not affect other contract types.

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